USRT vs. IUKP.L
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and iShares UK Property UCITS ETF (IUKP.L).
USRT and IUKP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. IUKP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT United Kingdom. It was launched on Mar 16, 2007. Both USRT and IUKP.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: USRT or IUKP.L.
Correlation
The correlation between USRT and IUKP.L is 0.38, 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
USRT vs. IUKP.L - Performance Comparison
Key characteristics
USRT:
0.74
IUKP.L:
-0.06
USRT:
1.11
IUKP.L:
0.04
USRT:
1.15
IUKP.L:
1.01
USRT:
0.66
IUKP.L:
-0.03
USRT:
2.57
IUKP.L:
-0.10
USRT:
5.30%
IUKP.L:
11.17%
USRT:
18.48%
IUKP.L:
18.71%
USRT:
-69.89%
IUKP.L:
-79.72%
USRT:
-10.59%
IUKP.L:
-32.83%
Returns By Period
In the year-to-date period, USRT achieves a -2.92% return, which is significantly lower than IUKP.L's 4.60% return. Over the past 10 years, USRT has outperformed IUKP.L with an annualized return of 5.17%, while IUKP.L has yielded a comparatively lower -1.76% annualized return.
USRT
-2.92%
-2.82%
-8.50%
12.55%
10.05%
5.17%
IUKP.L
4.60%
4.01%
-6.01%
-1.13%
0.18%
-1.76%
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USRT vs. IUKP.L - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than IUKP.L's 0.40% expense ratio.
Risk-Adjusted Performance
USRT vs. IUKP.L — Risk-Adjusted Performance Rank
USRT
IUKP.L
USRT vs. IUKP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and iShares UK Property UCITS ETF (IUKP.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
USRT vs. IUKP.L - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.90%, less than IUKP.L's 4.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 2.90% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% | 3.46% |
IUKP.L iShares UK Property UCITS ETF | 4.25% | 4.49% | 3.53% | 3.63% | 2.01% | 1.94% | 2.78% | 3.72% | 3.05% | 2.72% | 2.39% | 2.06% |
Drawdowns
USRT vs. IUKP.L - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.89%, smaller than the maximum IUKP.L drawdown of -79.72%. Use the drawdown chart below to compare losses from any high point for USRT and IUKP.L. For additional features, visit the drawdowns tool.
Volatility
USRT vs. IUKP.L - Volatility Comparison
The current volatility for iShares Core U.S. REIT ETF (USRT) is 11.02%, while iShares UK Property UCITS ETF (IUKP.L) has a volatility of 12.59%. This indicates that USRT experiences smaller price fluctuations and is considered to be less risky than IUKP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.