ATR.L vs. IUKD.L
Compare and contrast key facts about Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) and iShares UK Dividend UCITS ETF (IUKD.L).
IUKD.L is a passively managed fund by iShares that tracks the performance of the FTSE UK Dividend+ Index. It was launched on Nov 4, 2005.
Performance
ATR.L vs. IUKD.L - Performance Comparison
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ATR.L vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATR.L Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc | 4.29% | 19.35% | 12.63% | 10.29% | -17.46% | 4.94% | 35.64% | 13.08% | -7.28% | 43.92% |
IUKD.L iShares UK Dividend UCITS ETF | 4.23% | 32.12% | 12.27% | 5.81% | -1.44% | 23.43% | -17.92% | 18.86% | -14.11% | 6.92% |
Returns By Period
The year-to-date returns for both stocks are quite close, with ATR.L having a 4.29% return and IUKD.L slightly lower at 4.23%. Over the past 10 years, ATR.L has outperformed IUKD.L with an annualized return of 13.31%, while IUKD.L has yielded a comparatively lower 6.92% annualized return.
ATR.L
- 1D
- 4.29%
- 1M
- -10.98%
- YTD
- 4.29%
- 6M
- 5.80%
- 1Y
- 31.26%
- 3Y*
- 14.14%
- 5Y*
- 5.17%
- 10Y*
- 13.31%
IUKD.L
- 1D
- 1.27%
- 1M
- -5.03%
- YTD
- 4.23%
- 6M
- 14.22%
- 1Y
- 29.16%
- 3Y*
- 17.29%
- 5Y*
- 12.62%
- 10Y*
- 6.92%
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Return for Risk
ATR.L vs. IUKD.L — Risk / Return Rank
ATR.L
IUKD.L
ATR.L vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) and iShares UK Dividend UCITS ETF (IUKD.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.
| ATR.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 2.14 | -0.54 |
Sortino ratioReturn per unit of downside risk | 2.20 | 2.68 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.44 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 3.00 | -0.81 |
Martin ratioReturn relative to average drawdown | 9.05 | 11.87 | -2.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATR.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 2.14 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.91 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.40 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.27 | +0.14 |
Correlation
The correlation between ATR.L and IUKD.L is 0.33, 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.
Dividends
ATR.L vs. IUKD.L - Dividend Comparison
ATR.L's dividend yield for the trailing twelve months is around 1.97%, less than IUKD.L's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATR.L Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc | 1.97% | 2.05% | 2.38% | 2.50% | 2.08% | 1.40% | 1.33% | 1.68% | 1.45% | 1.24% | 1.49% | 1.71% |
IUKD.L iShares UK Dividend UCITS ETF | 4.66% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Drawdowns
ATR.L vs. IUKD.L - Drawdown Comparison
The maximum ATR.L drawdown since its inception was -70.72%, which is greater than IUKD.L's maximum drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for ATR.L and IUKD.L.
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Drawdown Indicators
| ATR.L | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.72% | -61.95% | -8.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -9.92% | -4.71% |
Max Drawdown (5Y)Largest decline over 5 years | -28.93% | -19.93% | -9.00% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -44.34% | +8.42% |
Current DrawdownCurrent decline from peak | -10.98% | -6.08% | -4.90% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -15.07% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.51% | +1.04% |
Volatility
ATR.L vs. IUKD.L - Volatility Comparison
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) has a higher volatility of 9.36% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 5.31%. This indicates that ATR.L's price experiences larger fluctuations and is considered to be riskier than IUKD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATR.L | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.36% | 5.31% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 14.86% | 8.71% | +6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.49% | 13.56% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 13.87% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.79% | 17.22% | +3.57% |