EXSH.DE vs. UDVD.L
EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) and UDVD.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) are both exchange-traded funds - EXSH.DE is a Europe Equities fund tracking the STOXX® Europe Select Dividend 30, while UDVD.L is a Large Cap Blend Equities fund tracking the S&P High Yield Dividend Aristocrats Index. Both are passively managed. Over the past 10 years, EXSH.DE returned 10.41%/yr vs 8.78%/yr for UDVD.L. A 0.54 correlation means they provide meaningful diversification when combined. EXSH.DE charges 0.32%/yr vs 0.35%/yr for UDVD.L.
Performance
EXSH.DE vs. UDVD.L - Performance Comparison
Loading charts...
Different Trading Currencies
EXSH.DE is traded in EUR, while UDVD.L is traded in USD. To make them comparable, the UDVD.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXSH.DE achieves a 14.89% return, which is significantly higher than UDVD.L's 10.93% return. Over the past 10 years, EXSH.DE has outperformed UDVD.L with an annualized return of 10.41%, while UDVD.L has yielded a comparatively lower 8.78% annualized return.
EXSH.DE
- 1D
- 1.87%
- 1M
- 2.75%
- YTD
- 14.89%
- 6M
- 19.58%
- 1Y
- 33.42%
- 3Y*
- 22.69%
- 5Y*
- 12.07%
- 10Y*
- 10.41%
UDVD.L
- 1D
- 1.17%
- 1M
- 5.25%
- YTD
- 10.93%
- 6M
- 10.57%
- 1Y
- 14.92%
- 3Y*
- 7.29%
- 5Y*
- 7.11%
- 10Y*
- 8.78%
EXSH.DE vs. UDVD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 14.89% | 44.77% | 4.92% | 9.87% | -11.13% | 23.58% | -10.14% | 26.86% | -5.35% | 4.51% |
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 10.93% | -4.31% | 14.75% | -1.00% | 5.85% | 34.40% | -7.54% | 25.42% | 0.57% | 1.51% |
Correlation
The correlation between EXSH.DE and UDVD.L is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2011 | 0.54 |
Over the past year, the correlation between EXSH.DE and UDVD.L has dropped to 0.28 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXSH.DE vs. UDVD.L — Risk / Return Rank
EXSH.DE
UDVD.L
EXSH.DE vs. UDVD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXSH.DE | UDVD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.23 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 5.00 | 2.48 | +2.52 |
| Martin ratioReturn relative to average drawdown | 16.25 | 6.34 | +9.91 |
Loading charts...
Drawdowns
EXSH.DE vs. UDVD.L - Drawdown Comparison
The maximum EXSH.DE drawdown since its inception was -70.19%, which is greater than UDVD.L's maximum drawdown of -35.46%. Use the drawdown chart below to compare losses from any high point for EXSH.DE and UDVD.L.
Loading charts...
Drawdown Indicators
| EXSH.DE | UDVD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -35.46% | -34.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -5.98% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -14.42% | -18.41% | +3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -18.41% | -5.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.37% | -35.46% | -4.91% |
Current DrawdownCurrent decline from peak | -1.10% | -0.20% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -24.76% | -5.13% | -19.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.34% | -0.29% |
Volatility
EXSH.DE vs. UDVD.L - Volatility Comparison
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a higher volatility of 3.75% compared to SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) at 3.30%. This indicates that EXSH.DE's price experiences larger fluctuations and is considered to be riskier than UDVD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXSH.DE | UDVD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 3.30% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 8.06% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 11.15% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 14.16% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.13% | 16.24% | +0.89% |
EXSH.DE vs. UDVD.L - Expense Ratio Comparison
EXSH.DE has a 0.32% expense ratio, which is lower than UDVD.L's 0.35% expense ratio.
Dividends
EXSH.DE vs. UDVD.L - Dividend Comparison
EXSH.DE's dividend yield for the trailing twelve months is around 4.44%, more than UDVD.L's 2.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.44% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.01% | 2.17% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% |
Frequently Asked Questions
EXSH.DE and UDVD.L have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.35% for UDVD.L.
EXSH.DE is categorized as Europe Equities, while UDVD.L is Large Cap Blend Equities. EXSH.DE tracks STOXX® Europe Select Dividend 30, while UDVD.L tracks S&P High Yield Dividend Aristocrats Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.32% for EXSH.DE and 0.35% for UDVD.L.
Find the right allocation for EXSH.DE and UDVD.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer