SP2D.DE vs. IBZL.L
Compare and contrast key facts about Invesco S&P 500 Equal Weight UCITS ETF Dist (SP2D.DE) and iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L).
SP2D.DE and IBZL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SP2D.DE is a passively managed fund by Invesco that tracks the performance of the S&P 500® Equal Weight. It was launched on Apr 6, 2021. IBZL.L is a passively managed fund by iShares that tracks the performance of the MSCI Brazil NR USD. It was launched on Nov 18, 2005. Both SP2D.DE and IBZL.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: SP2D.DE or IBZL.L.
Correlation
The correlation between SP2D.DE and IBZL.L is 0.40, 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
SP2D.DE vs. IBZL.L - Performance Comparison
Key characteristics
SP2D.DE:
1.75
IBZL.L:
-0.61
SP2D.DE:
2.55
IBZL.L:
-0.75
SP2D.DE:
1.34
IBZL.L:
0.92
SP2D.DE:
3.22
IBZL.L:
-0.44
SP2D.DE:
8.62
IBZL.L:
-0.82
SP2D.DE:
2.35%
IBZL.L:
14.77%
SP2D.DE:
11.67%
IBZL.L:
19.59%
SP2D.DE:
-15.08%
IBZL.L:
-69.44%
SP2D.DE:
-2.15%
IBZL.L:
-14.95%
Returns By Period
In the year-to-date period, SP2D.DE achieves a 3.52% return, which is significantly lower than IBZL.L's 15.96% return.
SP2D.DE
3.52%
-0.54%
13.67%
19.02%
N/A
N/A
IBZL.L
15.96%
8.11%
-4.85%
-11.59%
0.38%
5.21%
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SP2D.DE vs. IBZL.L - Expense Ratio Comparison
SP2D.DE has a 0.20% expense ratio, which is lower than IBZL.L's 0.74% expense ratio.
Risk-Adjusted Performance
SP2D.DE vs. IBZL.L — Risk-Adjusted Performance Rank
SP2D.DE
IBZL.L
SP2D.DE vs. IBZL.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight UCITS ETF Dist (SP2D.DE) and iShares MSCI Brazil UCITS ETF (Dist) (IBZL.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
SP2D.DE vs. IBZL.L - Dividend Comparison
SP2D.DE's dividend yield for the trailing twelve months is around 1.30%, less than IBZL.L's 5.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SP2D.DE Invesco S&P 500 Equal Weight UCITS ETF Dist | 1.30% | 1.34% | 1.49% | 1.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBZL.L iShares MSCI Brazil UCITS ETF (Dist) | 5.57% | 6.46% | 5.44% | 13.60% | 6.32% | 1.92% | 2.53% | 2.45% | 1.47% | 1.64% | 3.54% | 5.00% |
Drawdowns
SP2D.DE vs. IBZL.L - Drawdown Comparison
The maximum SP2D.DE drawdown since its inception was -15.08%, smaller than the maximum IBZL.L drawdown of -69.44%. Use the drawdown chart below to compare losses from any high point for SP2D.DE and IBZL.L. For additional features, visit the drawdowns tool.
Volatility
SP2D.DE vs. IBZL.L - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight UCITS ETF Dist (SP2D.DE) is 1.47%, while iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) has a volatility of 4.20%. This indicates that SP2D.DE experiences smaller price fluctuations and is considered to be less risky than IBZL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.