TOK vs. URTH
Compare and contrast key facts about iShares MSCI Kokusai ETF (TOK) and iShares MSCI World ETF (URTH).
TOK and URTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOK is a passively managed fund by iShares that tracks the performance of the MSCI Kokusai Index. It was launched on Dec 10, 2007. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. Both TOK and URTH 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: TOK or URTH.
Correlation
The correlation between TOK and URTH is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TOK vs. URTH - Performance Comparison
Key characteristics
TOK:
1.90
URTH:
1.80
TOK:
2.60
URTH:
2.44
TOK:
1.35
URTH:
1.33
TOK:
2.92
URTH:
2.61
TOK:
12.44
URTH:
11.27
TOK:
1.79%
URTH:
1.91%
TOK:
11.73%
URTH:
11.93%
TOK:
-56.18%
URTH:
-34.01%
TOK:
-3.13%
URTH:
-3.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with TOK having a 20.30% return and URTH slightly lower at 19.32%. Over the past 10 years, TOK has outperformed URTH with an annualized return of 10.63%, while URTH has yielded a comparatively lower 10.03% annualized return.
TOK
20.30%
-0.80%
7.30%
20.83%
12.03%
10.63%
URTH
19.32%
-0.72%
6.93%
19.85%
11.52%
10.03%
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TOK vs. URTH - Expense Ratio Comparison
TOK has a 0.25% expense ratio, which is higher than URTH's 0.24% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TOK vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Kokusai ETF (TOK) and iShares MSCI World ETF (URTH). 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
TOK vs. URTH - Dividend Comparison
TOK's dividend yield for the trailing twelve months is around 1.65%, more than URTH's 1.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOK iShares MSCI Kokusai ETF | 1.65% | 1.95% | 3.55% | 1.66% | 1.52% | 2.12% | 2.74% | 2.60% | 2.56% | 3.02% | 2.64% | 2.38% |
URTH iShares MSCI World ETF | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% | 1.04% |
Drawdowns
TOK vs. URTH - Drawdown Comparison
The maximum TOK drawdown since its inception was -56.18%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for TOK and URTH. For additional features, visit the drawdowns tool.
Volatility
TOK vs. URTH - Volatility Comparison
iShares MSCI Kokusai ETF (TOK) and iShares MSCI World ETF (URTH) have volatilities of 3.57% and 3.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.