PSRW.L vs. IQDG
Compare and contrast key facts about Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) and WisdomTree International Quality Dividend Growth Fund (IQDG).
PSRW.L and IQDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSRW.L is a passively managed fund by Invesco that tracks the performance of the MSCI ACWI Value NR USD. It was launched on Dec 3, 2007. IQDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Quality Dividend Growth Index. It was launched on Apr 7, 2016. Both PSRW.L and IQDG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSRW.L or IQDG.
Correlation
The correlation between PSRW.L and IQDG is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PSRW.L vs. IQDG - Performance Comparison
Key characteristics
PSRW.L:
1.78
IQDG:
0.37
PSRW.L:
2.45
IQDG:
0.63
PSRW.L:
1.34
IQDG:
1.07
PSRW.L:
2.69
IQDG:
0.40
PSRW.L:
9.35
IQDG:
0.90
PSRW.L:
1.86%
IQDG:
5.72%
PSRW.L:
9.77%
IQDG:
13.84%
PSRW.L:
-49.62%
IQDG:
-34.97%
PSRW.L:
0.00%
IQDG:
-4.32%
Returns By Period
In the year-to-date period, PSRW.L achieves a 6.34% return, which is significantly lower than IQDG's 9.59% return.
PSRW.L
6.34%
0.94%
10.83%
17.56%
11.10%
10.03%
IQDG
9.59%
7.24%
-2.80%
4.58%
6.20%
N/A
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PSRW.L vs. IQDG - Expense Ratio Comparison
PSRW.L has a 0.39% expense ratio, which is lower than IQDG's 0.42% expense ratio.
Risk-Adjusted Performance
PSRW.L vs. IQDG — Risk-Adjusted Performance Rank
PSRW.L
IQDG
PSRW.L vs. IQDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) and WisdomTree International Quality Dividend Growth Fund (IQDG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PSRW.L vs. IQDG - Dividend Comparison
PSRW.L's dividend yield for the trailing twelve months is around 2.16%, less than IQDG's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSRW.L Invesco FTSE RAFI All World 3000 UCITS ETF | 2.16% | 2.29% | 2.46% | 2.58% | 1.96% | 1.99% | 2.45% | 2.52% | 2.03% | 1.93% | 2.00% | 1.77% |
IQDG WisdomTree International Quality Dividend Growth Fund | 2.37% | 2.60% | 1.76% | 4.18% | 2.67% | 1.65% | 1.95% | 1.96% | 1.71% | 1.35% | 0.00% | 0.00% |
Drawdowns
PSRW.L vs. IQDG - Drawdown Comparison
The maximum PSRW.L drawdown since its inception was -49.62%, which is greater than IQDG's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for PSRW.L and IQDG. For additional features, visit the drawdowns tool.
Volatility
PSRW.L vs. IQDG - Volatility Comparison
The current volatility for Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) is 2.20%, while WisdomTree International Quality Dividend Growth Fund (IQDG) has a volatility of 3.51%. This indicates that PSRW.L experiences smaller price fluctuations and is considered to be less risky than IQDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.