CUKX.L vs. IUKD.L
Compare and contrast key facts about iShares FTSE 100 UCITS ETF (CUKX.L) and iShares UK Dividend UCITS ETF (IUKD.L).
CUKX.L and IUKD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CUKX.L is a passively managed fund by iShares that tracks the performance of the FTSE 100 Index. It was launched on Jan 26, 2010. 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. Both CUKX.L and IUKD.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: CUKX.L or IUKD.L.
Key characteristics
| CUKX.L | IUKD.L | |
|---|---|---|
| YTD Return | 10.08% | 12.54% |
| 1Y Return | 15.40% | 25.44% |
| 3Y Return (Ann) | 9.67% | 7.87% |
| 5Y Return (Ann) | 6.59% | 6.17% |
| 10Y Return (Ann) | 6.22% | 4.19% |
| Sharpe Ratio | 1.45 | 2.08 |
| Daily Std Dev | 10.13% | 11.70% |
| Max Drawdown | -34.50% | -61.95% |
| Current Drawdown | -1.11% | -1.92% |
Correlation
The correlation between CUKX.L and IUKD.L is 0.80, 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
CUKX.L vs. IUKD.L - Performance Comparison
In the year-to-date period, CUKX.L achieves a 10.08% return, which is significantly lower than IUKD.L's 12.54% return. Over the past 10 years, CUKX.L has outperformed IUKD.L with an annualized return of 6.22%, while IUKD.L has yielded a comparatively lower 4.19% annualized 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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CUKX.L vs. IUKD.L - Expense Ratio Comparison
CUKX.L has a 0.07% expense ratio, which is lower than IUKD.L's 0.40% expense ratio.
Risk-Adjusted Performance
CUKX.L vs. IUKD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares FTSE 100 UCITS ETF (CUKX.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.
Dividends
CUKX.L vs. IUKD.L - Dividend Comparison
CUKX.L has not paid dividends to shareholders, while IUKD.L's dividend yield for the trailing twelve months is around 5.51%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUKX.L iShares FTSE 100 UCITS ETF | 0.00% | 0.00% | 0.00% | 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 | 5.51% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% | 4.53% | 4.16% |
Drawdowns
CUKX.L vs. IUKD.L - Drawdown Comparison
The maximum CUKX.L drawdown since its inception was -34.50%, smaller than the maximum IUKD.L drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for CUKX.L and IUKD.L. For additional features, visit the drawdowns tool.
Volatility
CUKX.L vs. IUKD.L - Volatility Comparison
iShares FTSE 100 UCITS ETF (CUKX.L) and iShares UK Dividend UCITS ETF (IUKD.L) have volatilities of 3.66% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.