PSRW.L vs. LDCU.L
Compare and contrast key facts about Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) and PIMCO US Low Duration Corporate Bond UCITS ETF Dist (LDCU.L).
PSRW.L and LDCU.L 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. LDCU.L is a passively managed fund by PIMCO that tracks the performance of the Bloomberg US Corp 1-3 Yr TR USD. It was launched on Nov 17, 2014. Both PSRW.L and LDCU.L 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 LDCU.L.
Correlation
The correlation between PSRW.L and LDCU.L is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PSRW.L vs. LDCU.L - Performance Comparison
Key characteristics
PSRW.L:
1.59
LDCU.L:
2.28
PSRW.L:
2.21
LDCU.L:
3.44
PSRW.L:
1.30
LDCU.L:
1.44
PSRW.L:
2.41
LDCU.L:
4.20
PSRW.L:
8.37
LDCU.L:
13.23
PSRW.L:
1.86%
LDCU.L:
0.46%
PSRW.L:
9.78%
LDCU.L:
2.69%
PSRW.L:
-49.62%
LDCU.L:
-9.42%
PSRW.L:
-0.58%
LDCU.L:
0.00%
Returns By Period
In the year-to-date period, PSRW.L achieves a 5.72% return, which is significantly higher than LDCU.L's 0.93% return. Over the past 10 years, PSRW.L has outperformed LDCU.L with an annualized return of 9.91%, while LDCU.L has yielded a comparatively lower 2.69% annualized return.
PSRW.L
5.72%
0.30%
10.22%
15.76%
10.95%
9.91%
LDCU.L
0.93%
0.88%
1.73%
6.15%
1.91%
2.69%
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PSRW.L vs. LDCU.L - Expense Ratio Comparison
PSRW.L has a 0.39% expense ratio, which is lower than LDCU.L's 0.49% expense ratio.
Risk-Adjusted Performance
PSRW.L vs. LDCU.L — Risk-Adjusted Performance Rank
PSRW.L
LDCU.L
PSRW.L vs. LDCU.L - 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 PIMCO US Low Duration Corporate Bond UCITS ETF Dist (LDCU.L). 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. LDCU.L - Dividend Comparison
PSRW.L's dividend yield for the trailing twelve months is around 2.17%, less than LDCU.L's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSRW.L Invesco FTSE RAFI All World 3000 UCITS ETF | 2.17% | 2.29% | 2.46% | 2.58% | 1.96% | 1.99% | 2.45% | 2.52% | 2.03% | 1.93% | 2.00% | 1.77% |
LDCU.L PIMCO US Low Duration Corporate Bond UCITS ETF Dist | 4.36% | 4.40% | 3.45% | 1.93% | 1.77% | 2.17% | 2.96% | 2.75% | 2.26% | 2.37% | 2.13% | 0.09% |
Drawdowns
PSRW.L vs. LDCU.L - Drawdown Comparison
The maximum PSRW.L drawdown since its inception was -49.62%, which is greater than LDCU.L's maximum drawdown of -9.42%. Use the drawdown chart below to compare losses from any high point for PSRW.L and LDCU.L. For additional features, visit the drawdowns tool.
Volatility
PSRW.L vs. LDCU.L - Volatility Comparison
Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) has a higher volatility of 2.16% compared to PIMCO US Low Duration Corporate Bond UCITS ETF Dist (LDCU.L) at 0.66%. This indicates that PSRW.L's price experiences larger fluctuations and is considered to be riskier than LDCU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.