CHDVD.SW vs. MLPD.L
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and MLPD.L (Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist)) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while MLPD.L is a Energy Equities fund tracking the MSCI World/Energy NR USD. Both are passively managed. Over the past 10 years, CHDVD.SW returned 9.56%/yr vs 5.10%/yr for MLPD.L. At a 0.32 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.50%/yr for MLPD.L.
Performance
CHDVD.SW vs. MLPD.L - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while MLPD.L is traded in USD. To make them comparable, the MLPD.L values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 1.10% return, which is significantly lower than MLPD.L's 19.52% return. Over the past 10 years, CHDVD.SW has outperformed MLPD.L with an annualized return of 9.56%, while MLPD.L has yielded a comparatively lower 5.10% annualized return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 4.21%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
MLPD.L
- 1D
- -0.19%
- 1M
- 4.26%
- YTD
- 19.52%
- 6M
- 13.36%
- 1Y
- 12.26%
- 3Y*
- 14.03%
- 5Y*
- 13.80%
- 10Y*
- 5.10%
CHDVD.SW vs. MLPD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.10% | 18.82% | 8.79% | 9.62% | -10.54% | 23.80% | 4.19% | 34.20% | -4.51% | 16.19% |
MLPD.L Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) | 19.52% | -10.58% | 32.19% | 8.98% | 33.63% | 40.94% | -37.17% | 5.40% | -14.09% | -12.54% |
Correlation
The correlation between CHDVD.SW and MLPD.L is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.32 |
The correlation between CHDVD.SW and MLPD.L shifts across timeframes, from -0.10 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CHDVD.SW vs. MLPD.L — Risk / Return Rank
CHDVD.SW
MLPD.L
CHDVD.SW vs. MLPD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) (MLPD.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.
| CHDVD.SW | MLPD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.16 | -0.34 |
| Martin ratioReturn relative to average drawdown | 2.56 | 2.71 | -0.15 |
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
| CHDVD.SW | MLPD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.73 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.64 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.17 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.07 | +0.49 |
Drawdowns
CHDVD.SW vs. MLPD.L - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum MLPD.L drawdown of -81.88%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and MLPD.L.
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Drawdown Indicators
| CHDVD.SW | MLPD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -81.88% | +51.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -10.52% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -24.02% | +9.30% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -24.02% | +6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -76.64% | +46.55% |
Current DrawdownCurrent decline from peak | -4.02% | -4.09% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -29.46% | +24.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 4.52% | -1.50% |
Volatility
CHDVD.SW vs. MLPD.L - Volatility Comparison
The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 3.95%, while Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) (MLPD.L) has a volatility of 5.47%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than MLPD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHDVD.SW | MLPD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 5.47% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 13.25% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 16.74% | -4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 21.46% | -8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 29.22% | -14.60% |
CHDVD.SW vs. MLPD.L - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than MLPD.L's 0.50% expense ratio.
Dividends
CHDVD.SW vs. MLPD.L - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, less than MLPD.L's 7.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
MLPD.L Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) | 7.56% | 8.21% | 8.18% | 8.60% | 7.98% | 8.57% | 11.03% | 10.06% | 9.87% | 8.15% | 8.14% | 9.96% |
Frequently Asked Questions
CHDVD.SW and MLPD.L have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.50% for MLPD.L.
CHDVD.SW is categorized as Europe Equities, while MLPD.L is Energy Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while MLPD.L tracks MSCI World/Energy NR USD. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.15% for CHDVD.SW and 0.50% for MLPD.L.
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