TPE.DE vs. IEFA
Compare and contrast key facts about PVA TePla AG (TPE.DE) and iShares Core MSCI EAFE ETF (IEFA).
IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPE.DE or IEFA.
Correlation
The correlation between TPE.DE and IEFA is 0.32, 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
TPE.DE vs. IEFA - Performance Comparison
Key characteristics
TPE.DE:
-0.85
IEFA:
1.01
TPE.DE:
-1.22
IEFA:
1.46
TPE.DE:
0.86
IEFA:
1.18
TPE.DE:
-0.49
IEFA:
1.28
TPE.DE:
-1.04
IEFA:
3.00
TPE.DE:
36.92%
IEFA:
4.38%
TPE.DE:
45.18%
IEFA:
12.95%
TPE.DE:
-96.80%
IEFA:
-34.79%
TPE.DE:
-72.48%
IEFA:
-1.31%
Returns By Period
In the year-to-date period, TPE.DE achieves a 4.64% return, which is significantly lower than IEFA's 8.86% return. Over the past 10 years, TPE.DE has outperformed IEFA with an annualized return of 23.91%, while IEFA has yielded a comparatively lower 5.63% annualized return.
TPE.DE
4.64%
-1.81%
-5.05%
-39.23%
-2.11%
23.91%
IEFA
8.86%
7.22%
3.01%
11.75%
6.60%
5.63%
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Risk-Adjusted Performance
TPE.DE vs. IEFA — Risk-Adjusted Performance Rank
TPE.DE
IEFA
TPE.DE vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PVA TePla AG (TPE.DE) and iShares Core MSCI EAFE ETF (IEFA). 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
TPE.DE vs. IEFA - Dividend Comparison
TPE.DE has not paid dividends to shareholders, while IEFA's dividend yield for the trailing twelve months is around 3.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPE.DE PVA TePla AG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEFA iShares Core MSCI EAFE ETF | 3.19% | 3.47% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% |
Drawdowns
TPE.DE vs. IEFA - Drawdown Comparison
The maximum TPE.DE drawdown since its inception was -96.80%, which is greater than IEFA's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for TPE.DE and IEFA. For additional features, visit the drawdowns tool.
Volatility
TPE.DE vs. IEFA - Volatility Comparison
PVA TePla AG (TPE.DE) has a higher volatility of 13.23% compared to iShares Core MSCI EAFE ETF (IEFA) at 3.57%. This indicates that TPE.DE's price experiences larger fluctuations and is considered to be riskier than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.