XREP.L vs. IUSP.L
Compare and contrast key facts about Invesco Real Estate S&P US Select Sector UCITS ETF GBP (XREP.L) and iShares US Property Yield UCITS ETF (IUSP.L).
XREP.L and IUSP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XREP.L is a passively managed fund by Invesco that tracks the performance of the S&P Select Sector Capped 20% Real Estate Index. It was launched on Feb 17, 2016. IUSP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit United States TR USD. It was launched on Nov 3, 2006. Both XREP.L and IUSP.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: XREP.L or IUSP.L.
Key characteristics
| XREP.L | IUSP.L | |
|---|---|---|
| YTD Return | 9.44% | 12.53% |
| 1Y Return | 25.97% | 30.31% |
| Sharpe Ratio | 1.78 | 2.09 |
| Sortino Ratio | 2.56 | 2.96 |
| Omega Ratio | 1.32 | 1.38 |
| Calmar Ratio | 1.81 | 1.44 |
| Martin Ratio | 6.79 | 9.13 |
| Ulcer Index | 3.89% | 3.40% |
| Daily Std Dev | 14.82% | 14.83% |
| Max Drawdown | -21.30% | -62.62% |
| Current Drawdown | -0.30% | -0.02% |
Correlation
The correlation between XREP.L and IUSP.L is 0.95, 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
XREP.L vs. IUSP.L - Performance Comparison
In the year-to-date period, XREP.L achieves a 9.44% return, which is significantly lower than IUSP.L's 12.53% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XREP.L vs. IUSP.L - Expense Ratio Comparison
XREP.L has a 0.14% expense ratio, which is lower than IUSP.L's 0.40% expense ratio.
Risk-Adjusted Performance
XREP.L vs. IUSP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Estate S&P US Select Sector UCITS ETF GBP (XREP.L) and iShares US Property Yield UCITS ETF (IUSP.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
XREP.L vs. IUSP.L - Dividend Comparison
XREP.L has not paid dividends to shareholders, while IUSP.L's dividend yield for the trailing twelve months is around 2.94%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XREP.L Invesco Real Estate S&P US Select Sector UCITS ETF GBP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSP.L iShares US Property Yield UCITS ETF | 2.94% | 3.22% | 3.72% | 2.09% | 3.43% | 3.22% | 4.46% | 3.32% | 3.21% | 2.88% | 2.60% | 3.14% |
Drawdowns
XREP.L vs. IUSP.L - Drawdown Comparison
The maximum XREP.L drawdown since its inception was -21.30%, smaller than the maximum IUSP.L drawdown of -62.62%. Use the drawdown chart below to compare losses from any high point for XREP.L and IUSP.L. For additional features, visit the drawdowns tool.
Volatility
XREP.L vs. IUSP.L - Volatility Comparison
Invesco Real Estate S&P US Select Sector UCITS ETF GBP (XREP.L) has a higher volatility of 5.68% compared to iShares US Property Yield UCITS ETF (IUSP.L) at 4.81%. This indicates that XREP.L's price experiences larger fluctuations and is considered to be riskier than IUSP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.