BMS.L vs. IUKD.L
BMS.L (Braemar Shipping Services plc) is a stock, while IUKD.L (iShares UK Dividend UCITS ETF) is Dividend fund tracking the FTSE UK Dividend+ Index. Over the past year, BMS.L returned 1.90% vs 24.68% for IUKD.L. At a correlation of -0.00, they often move in opposite directions.
Performance
BMS.L vs. IUKD.L - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BMS.L having a 6.98% return and IUKD.L slightly higher at 7.22%.
BMS.L
- 1D
- 0.00%
- 1M
- 4.55%
- YTD
- 6.98%
- 6M
- 6.48%
- 1Y
- 1.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUKD.L
- 1D
- 0.49%
- 1M
- 1.90%
- YTD
- 7.22%
- 6M
- 9.76%
- 1Y
- 24.68%
- 3Y*
- 18.89%
- 5Y*
- 11.88%
- 10Y*
- 7.03%
BMS.L vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BMS.L Braemar Shipping Services plc | 6.98% | -6.17% | -6.84% | -1.79% |
IUKD.L iShares UK Dividend UCITS ETF | 7.22% | 32.12% | 12.27% | 5.06% |
Correlation
The correlation between BMS.L and IUKD.L is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Nov 22, 2023 | -0.00 |
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Return for Risk
BMS.L vs. IUKD.L — Risk / Return Rank
BMS.L
IUKD.L
BMS.L vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Braemar Shipping Services plc (BMS.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.
| BMS.L | IUKD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.41 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.48 | -2.38 |
| Martin ratioReturn relative to average drawdown | 0.17 | 8.97 | -8.80 |
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
| BMS.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 2.19 | -2.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.86 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.28 | -0.37 |
Drawdowns
BMS.L vs. IUKD.L - Drawdown Comparison
The maximum BMS.L drawdown since its inception was -32.76%, smaller than the maximum IUKD.L drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for BMS.L and IUKD.L.
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Drawdown Indicators
| BMS.L | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.76% | -61.95% | +29.19% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -9.92% | -9.59% |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.52% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.34% | — |
Current DrawdownCurrent decline from peak | -21.42% | -3.39% | -18.03% |
Average DrawdownAverage peak-to-trough decline | -15.06% | -14.97% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.21% | 2.74% | +8.47% |
Volatility
BMS.L vs. IUKD.L - Volatility Comparison
Braemar Shipping Services plc (BMS.L) has a higher volatility of 8.85% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 3.72%. This indicates that BMS.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
| BMS.L | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.85% | 3.72% | +5.13% |
Volatility (6M)Calculated over the trailing 6-month period | 19.37% | 9.33% | +10.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.01% | 11.21% | +22.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.50% | 13.84% | +22.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.50% | 17.22% | +19.28% |
Dividends
BMS.L vs. IUKD.L - Dividend Comparison
BMS.L's dividend yield for the trailing twelve months is around 2.17%, less than IUKD.L's 4.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMS.L Braemar Shipping Services plc | 2.17% | 2.33% | 10.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUKD.L iShares UK Dividend UCITS ETF | 4.53% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Frequently Asked Questions
BMS.L and IUKD.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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