PSWD.DE vs. PSRU.L
Compare and contrast key facts about Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) and Invesco FTSE RAFI UK 100 UCITS ETF (PSRU.L).
PSWD.DE and PSRU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSWD.DE is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI All-World 3000. It was launched on Dec 3, 2007. PSRU.L is a passively managed fund by Invesco that tracks the performance of the FTSE AllSh TR GBP. It was launched on Dec 3, 2007. Both PSWD.DE and PSRU.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: PSWD.DE or PSRU.L.
Correlation
The correlation between PSWD.DE and PSRU.L is 0.70, 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
PSWD.DE vs. PSRU.L - Performance Comparison
Key characteristics
PSWD.DE:
2.04
PSRU.L:
1.86
PSWD.DE:
2.72
PSRU.L:
2.53
PSWD.DE:
1.40
PSRU.L:
1.32
PSWD.DE:
2.63
PSRU.L:
3.43
PSWD.DE:
11.74
PSRU.L:
10.42
PSWD.DE:
1.84%
PSRU.L:
2.00%
PSWD.DE:
10.64%
PSRU.L:
11.20%
PSWD.DE:
-36.39%
PSRU.L:
-46.48%
PSWD.DE:
-0.16%
PSRU.L:
-2.04%
Returns By Period
The year-to-date returns for both stocks are quite close, with PSWD.DE having a 6.21% return and PSRU.L slightly lower at 5.92%. Over the past 10 years, PSWD.DE has outperformed PSRU.L with an annualized return of 9.10%, while PSRU.L has yielded a comparatively lower 7.16% annualized return.
PSWD.DE
6.21%
2.29%
13.25%
20.56%
11.11%
9.10%
PSRU.L
5.92%
1.14%
7.05%
19.83%
8.34%
7.16%
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PSWD.DE vs. PSRU.L - Expense Ratio Comparison
Both PSWD.DE and PSRU.L have an expense ratio of 0.39%.
Risk-Adjusted Performance
PSWD.DE vs. PSRU.L — Risk-Adjusted Performance Rank
PSWD.DE
PSRU.L
PSWD.DE vs. PSRU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) and Invesco FTSE RAFI UK 100 UCITS ETF (PSRU.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
PSWD.DE vs. PSRU.L - Dividend Comparison
PSWD.DE's dividend yield for the trailing twelve months is around 2.14%, less than PSRU.L's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 2.14% | 2.27% | 2.48% | 2.66% | 1.92% | 1.98% | 2.37% | 2.56% | 2.06% | 1.97% | 2.02% | 0.83% |
PSRU.L Invesco FTSE RAFI UK 100 UCITS ETF | 3.95% | 4.18% | 4.16% | 4.02% | 3.93% | 2.97% | 4.76% | 4.65% | 3.91% | 3.49% | 4.29% | 5.53% |
Drawdowns
PSWD.DE vs. PSRU.L - Drawdown Comparison
The maximum PSWD.DE drawdown since its inception was -36.39%, smaller than the maximum PSRU.L drawdown of -46.48%. Use the drawdown chart below to compare losses from any high point for PSWD.DE and PSRU.L. For additional features, visit the drawdowns tool.
Volatility
PSWD.DE vs. PSRU.L - Volatility Comparison
The current volatility for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) is 1.97%, while Invesco FTSE RAFI UK 100 UCITS ETF (PSRU.L) has a volatility of 2.68%. This indicates that PSWD.DE experiences smaller price fluctuations and is considered to be less risky than PSRU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.