CUKS.L vs. VUKG.L
Compare and contrast key facts about iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.L) and Vanguard FTSE 100 UCITS ETF (GBP) Accumulating (VUKG.L).
CUKS.L and VUKG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CUKS.L is a passively managed fund by iShares that tracks the performance of the FTSE Small Cap Ex Invest Trust TR GBP. It was launched on Jul 1, 2009. VUKG.L is a passively managed fund by Vanguard that tracks the performance of the FTSE AllSh TR GBP. It was launched on May 14, 2019. Both CUKS.L and VUKG.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: CUKS.L or VUKG.L.
Key characteristics
| CUKS.L | VUKG.L | |
|---|---|---|
| YTD Return | 5.28% | 11.05% |
| 1Y Return | 17.01% | 16.48% |
| 3Y Return (Ann) | -3.59% | 11.51% |
| 5Y Return (Ann) | 0.77% | 9.59% |
| Sharpe Ratio | 1.36 | 1.80 |
| Sortino Ratio | 1.95 | 2.66 |
| Omega Ratio | 1.23 | 1.32 |
| Calmar Ratio | 0.67 | 4.23 |
| Martin Ratio | 7.44 | 13.17 |
| Ulcer Index | 2.51% | 1.37% |
| Daily Std Dev | 13.75% | 10.09% |
| Max Drawdown | -42.42% | -34.32% |
| Current Drawdown | -14.93% | -3.74% |
Correlation
The correlation between CUKS.L and VUKG.L is 0.81, 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
CUKS.L vs. VUKG.L - Performance Comparison
In the year-to-date period, CUKS.L achieves a 5.28% return, which is significantly lower than VUKG.L's 11.05% 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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CUKS.L vs. VUKG.L - Expense Ratio Comparison
CUKS.L has a 0.58% expense ratio, which is higher than VUKG.L's 0.09% expense ratio.
Risk-Adjusted Performance
CUKS.L vs. VUKG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.L) and Vanguard FTSE 100 UCITS ETF (GBP) Accumulating (VUKG.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
CUKS.L vs. VUKG.L - Dividend Comparison
CUKS.L has not paid dividends to shareholders, while VUKG.L's dividend yield for the trailing twelve months is around 3.70%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
CUKS.L iShares MSCI UK Small Cap UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUKG.L Vanguard FTSE 100 UCITS ETF (GBP) Accumulating | 3.70% | 3.71% | 3.84% | 3.84% | 3.06% | 1.92% |
Drawdowns
CUKS.L vs. VUKG.L - Drawdown Comparison
The maximum CUKS.L drawdown since its inception was -42.42%, which is greater than VUKG.L's maximum drawdown of -34.32%. Use the drawdown chart below to compare losses from any high point for CUKS.L and VUKG.L. For additional features, visit the drawdowns tool.
Volatility
CUKS.L vs. VUKG.L - Volatility Comparison
iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.L) has a higher volatility of 4.28% compared to Vanguard FTSE 100 UCITS ETF (GBP) Accumulating (VUKG.L) at 3.81%. This indicates that CUKS.L's price experiences larger fluctuations and is considered to be riskier than VUKG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.