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IWDP
+0.41 · +2.30%
£18.47 · LSE
iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP | Property - Indirect Global
BlackRock Asset Management Ireland - ETF · Ireland
AUM:£1.2B
#– of – in Property - Indirect Global ETFs
ℹ️
Reward Rating
62
Good
14.93% 1Y return
ℹ️
Risk Rating
53
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 14.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is IWDP?

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the FTSE EPRA/NAREIT Developed Dividend + Index. In order to achieve its investment objective, the investment policy of this Fund is to invest in a portfolio of equity securities that so far as possible and practicable consists of the component securities of the FTSE EPRA/NAREIT Developed Dividend + Index, this Fund"s Benchmark Index.

Performance Highlights

Investment Breakdown

Positive 1-Year Return
IWDP returned 14.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.59%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 33.7% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Good (62)

The scoring profile reflects moderate historical performance, with a 14.9% 1-year return (historical). The ongoing charge of 0.59% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM£1.2B
Ongoing Charge0.59%
Dividend Yield4.55%
Holdings323
Inception DateOct 2006
DomicileIreland
DistributionQuarterly
IndexMorningstar Gbl Real Est TME NR USD
ProviderBlackRock Asset Management Ireland - ETF
Beta–
CategoryProperty - Indirect Global
CurrencyGBX
Portfolio Impact

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Example preview
6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+9.2%
3Y
+11.3%
5Y
-3.6%
OpenBook InsightIf you had invested £10,000 in IWDP 5 years ago, it would have fallen to £9,643 — a loss of £357.

Annual Returns

Calendar year performance

IWDP delivered positive returns in 2 of the last 5 calendar years.
YearIWDP
2026 YTD+7.4%
2025-2.9%
2024-1.9%
2023+0.2%
2022-18.1%
CAGR 4yr-6.0%
2/5 positive yearsAvg return: -3.1%Worst year: -18.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.9%
Low
Momentum
-0.2%
30-day change
Support Level
19.06
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses IWDP's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
62
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
54/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
14.93%
Good
3Y Return
7.99%
Neutral
5Y Return
3.85%
Weak
10Y Return
4.55%
Neutral
Sharpe Ratio
—
No Data

Moderate performance profile: 1-year return of 14.93%, 3-year annualised 7.99%, 5-year annualised 3.85%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
73/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.59%
Weak
Net Expense Ratio
0.01%
Very Good
Annual Turnover
0.27%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.59%, net expense ratio of 0.01%, annual turnover of 0.3%.

💵 Income

Weight: 15%
78/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
4.55%
Very Good
Distribution Frequency
Quarterly
Good

Attractive income profile: distribution yield of 4.55%, quarterly distributions.

🌐 Diversification Quality

Weight: 25%
49/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
323
Good
Top 10 Concentration
33.71%
Neutral
Top Sector
Real Estate100.0%
Very Weak
Top Region
North America65.8%
Neutral

Concentrated but typical for its category: 323 holdings, top 10 at 33.7%, Real Estate sector at 100.0%, North America at 65.8%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses IWDP using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
53
Elevated RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
34/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
33.71%
Lower Risk
Largest Holding
7.38%
Moderate
Number of Holdings
323
Low Risk
HHI (weight²)
142
Low Risk

Reasonable spread across positions: top 10 holdings at 33.7%, largest single position at 7.38%, 323 total holdings.

🌍 Market Exposure

Weight: 25%
81/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America65.8%
Moderate
Top Sector
Real Estate100.0%
High Risk
Top 2 Sectors
100.00%
High Risk
Cyclical Sectors
99.97%
High Risk

High market-exposure risk — returns closely track a narrow slice of the market: North America at 65.8%, Real Estate sector at 100.0%, 100.0% in cyclical sectors.

📊 Volatility

Weight: 35%
35/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
9.14%
Lower Risk
Beta
—
No Data
Max Drawdown
—
No Data

Moderate volatility in line with broad market: 1Y volatility of 9.14% (historical).

💵 Income Reliability

Weight: 15%
78/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
4.55%
Moderate
Cyclical Sector Exposure
99.97%
High Risk
Top-Sector Dependency
Real Estate100.0%
High Risk

Distributions appear cyclically sensitive — yield may be vulnerable to cuts in a downturn: yield of 4.55%, 100.0% in cyclical sectors (financials, energy, materials, industrials, real estate), Real Estate sector at 100.0%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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