EEDG.L vs. USDV.L
Compare and contrast key facts about iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) (EEDG.L) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L).
EEDG.L and USDV.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EEDG.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 6, 2019. USDV.L is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Jun 14, 2019. Both EEDG.L and USDV.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.
Performance
EEDG.L vs. USDV.L - Performance Comparison
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EEDG.L vs. USDV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EEDG.L iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) | -4.29% | 7.08% | 26.20% | 19.31% | -12.31% | 29.41% | 22.46% |
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 5.84% | 1.15% | 9.34% | -3.52% | 11.58% | 26.74% | 10.40% |
Returns By Period
In the year-to-date period, EEDG.L achieves a -4.29% return, which is significantly lower than USDV.L's 5.84% return.
EEDG.L
- 1D
- 1.56%
- 1M
- -3.56%
- YTD
- -4.29%
- 6M
- -1.49%
- 1Y
- 12.41%
- 3Y*
- 14.08%
- 5Y*
- 10.59%
- 10Y*
- —
USDV.L
- 1D
- 0.03%
- 1M
- -4.92%
- YTD
- 5.84%
- 6M
- 6.78%
- 1Y
- 6.83%
- 3Y*
- 5.60%
- 5Y*
- 7.49%
- 10Y*
- 9.85%
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EEDG.L vs. USDV.L - Expense Ratio Comparison
EEDG.L has a 0.07% expense ratio, which is lower than USDV.L's 0.35% expense ratio.
Return for Risk
EEDG.L vs. USDV.L — Risk / Return Rank
EEDG.L
USDV.L
EEDG.L vs. USDV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) (EEDG.L) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.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.
| EEDG.L | USDV.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.53 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.79 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.98 | +0.43 |
Martin ratioReturn relative to average drawdown | 4.79 | 3.10 | +1.70 |
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
| EEDG.L | USDV.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.53 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.58 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.84 | +0.06 |
Correlation
The correlation between EEDG.L and USDV.L is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EEDG.L vs. USDV.L - Dividend Comparison
EEDG.L's dividend yield for the trailing twelve months is around 0.92%, less than USDV.L's 2.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEDG.L iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) | 0.92% | 0.88% | 0.99% | 1.15% | 1.39% | 1.00% | 1.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.07% | 2.20% | 1.99% | 2.29% | 2.11% | 2.12% | 2.57% | 2.65% | 2.19% | 3.07% | 1.65% | 2.00% |
Drawdowns
EEDG.L vs. USDV.L - Drawdown Comparison
The maximum EEDG.L drawdown since its inception was -21.95%, smaller than the maximum USDV.L drawdown of -27.80%. Use the drawdown chart below to compare losses from any high point for EEDG.L and USDV.L.
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Drawdown Indicators
| EEDG.L | USDV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.95% | -27.80% | +5.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.71% | -9.93% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -16.30% | -5.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.80% | — |
Current DrawdownCurrent decline from peak | -6.22% | -4.92% | -1.30% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.13% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.25% | +0.31% |
Volatility
EEDG.L vs. USDV.L - Volatility Comparison
iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) (EEDG.L) has a higher volatility of 3.71% compared to SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) at 3.38%. This indicates that EEDG.L's price experiences larger fluctuations and is considered to be riskier than USDV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EEDG.L | USDV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.38% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 6.84% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 12.85% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 12.83% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 15.35% | -0.03% |