PSRW.L vs. VT
Compare and contrast key facts about Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) and Vanguard Total World Stock ETF (VT).
PSRW.L and VT 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. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. Both PSRW.L and VT 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 VT.
Correlation
The correlation between PSRW.L and VT is 0.51, 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. VT - Performance Comparison
Key characteristics
PSRW.L:
1.61
VT:
1.60
PSRW.L:
2.23
VT:
2.18
PSRW.L:
1.30
VT:
1.29
PSRW.L:
2.43
VT:
2.34
PSRW.L:
8.45
VT:
9.31
PSRW.L:
1.86%
VT:
2.04%
PSRW.L:
9.78%
VT:
11.94%
PSRW.L:
-49.62%
VT:
-50.27%
PSRW.L:
-0.59%
VT:
-0.26%
Returns By Period
In the year-to-date period, PSRW.L achieves a 5.71% return, which is significantly higher than VT's 5.25% return. Over the past 10 years, PSRW.L has outperformed VT with an annualized return of 9.99%, while VT has yielded a comparatively lower 9.47% annualized return.
PSRW.L
5.71%
0.19%
10.69%
16.73%
10.96%
9.99%
VT
5.25%
2.25%
8.03%
19.32%
10.88%
9.47%
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PSRW.L vs. VT - Expense Ratio Comparison
PSRW.L has a 0.39% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
PSRW.L vs. VT — Risk-Adjusted Performance Rank
PSRW.L
VT
PSRW.L vs. VT - 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 Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
PSRW.L's dividend yield for the trailing twelve months is around 2.17%, more than VT's 1.85% 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% |
VT Vanguard Total World Stock ETF | 1.85% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
PSRW.L vs. VT - Drawdown Comparison
The maximum PSRW.L drawdown since its inception was -49.62%, roughly equal to the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for PSRW.L and VT. For additional features, visit the drawdowns tool.
Volatility
PSRW.L vs. VT - Volatility Comparison
The current volatility for Invesco FTSE RAFI All World 3000 UCITS ETF (PSRW.L) is 2.13%, while Vanguard Total World Stock ETF (VT) has a volatility of 2.80%. This indicates that PSRW.L experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.