FUSD.L vs. HDIQ.L
FUSD.L (Fidelity US Quality Income UCITS ETF Income USD Shares) and HDIQ.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) are both exchange-traded funds - FUSD.L is a Dividend fund tracking the Fidelity US Quality Income Index NR, while HDIQ.L is a U.S. Equity Income fund tracking the MSCI USA High Dividend Yield Advanced Select Index. Both are passively managed. Over the past 5 years, FUSD.L returned 12.01%/yr vs 11.97%/yr for HDIQ.L. Their correlation of 0.83 suggests significant overlap in exposure. FUSD.L charges 0.25%/yr vs 0.35%/yr for HDIQ.L.
Performance
FUSD.L vs. HDIQ.L - Performance Comparison
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Different Trading Currencies
FUSD.L is traded in USD, while HDIQ.L is traded in GBp. To make them comparable, the HDIQ.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FUSD.L achieves a 9.61% return, which is significantly lower than HDIQ.L's 13.98% return.
FUSD.L
- 1D
- -0.74%
- 1M
- 1.51%
- 6M
- 8.39%
- YTD
- 9.61%
- 1Y
- 20.50%
- 3Y*
- 16.96%
- 5Y*
- 12.01%
- 10Y*
- —
HDIQ.L
- 1D
- -0.38%
- 1M
- 0.46%
- 6M
- 11.68%
- YTD
- 13.98%
- 1Y
- 24.24%
- 3Y*
- 17.76%
- 5Y*
- 11.97%
- 10Y*
- 10.72%
FUSD.L vs. HDIQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income UCITS ETF Income USD Shares | 9.61% | 16.47% | 18.77% | 18.47% | -10.57% | 26.18% | 11.83% | 31.49% | -4.53% | 16.59% |
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 13.98% | 16.95% | 15.38% | 13.74% | -6.31% | 22.35% | -0.38% | 22.30% | -6.27% | 12.25% |
Correlation
The correlation between FUSD.L and HDIQ.L is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2017 | 0.83 |
The correlation between FUSD.L and HDIQ.L has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.
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Return for Risk
FUSD.L vs. HDIQ.L — Risk / Return Rank
FUSD.L
HDIQ.L
FUSD.L vs. HDIQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income UCITS ETF Income USD Shares (FUSD.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.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.
| FUSD.L | HDIQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.40 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 3.11 | -0.54 |
| Martin ratioReturn relative to average drawdown | 11.07 | 12.48 | -1.41 |
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Drawdowns
FUSD.L vs. HDIQ.L - Drawdown Comparison
The maximum FUSD.L drawdown since its inception was -35.89%, smaller than the maximum HDIQ.L drawdown of -43.17%. Use the drawdown chart below to compare losses from any high point for FUSD.L and HDIQ.L.
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Drawdown Indicators
| FUSD.L | HDIQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.89% | -43.17% | +7.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -7.77% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -17.60% | -17.33% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.33% | -17.67% | -1.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.69% | — |
Current DrawdownCurrent decline from peak | -0.74% | -1.19% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -13.45% | +9.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.94% | -0.09% |
Volatility
FUSD.L vs. HDIQ.L - Volatility Comparison
Fidelity US Quality Income UCITS ETF Income USD Shares (FUSD.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) have volatilities of 2.47% and 2.51%, 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.
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Volatility by Period
| FUSD.L | HDIQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.47% | 2.51% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.18% | 8.21% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.53% | 10.70% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.65% | 14.12% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 14.72% | +0.98% |
FUSD.L vs. HDIQ.L - Expense Ratio Comparison
FUSD.L has a 0.25% expense ratio, which is lower than HDIQ.L's 0.35% expense ratio.
Dividends
FUSD.L vs. HDIQ.L - Dividend Comparison
FUSD.L's dividend yield for the trailing twelve months is around 1.40%, less than HDIQ.L's 1.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income UCITS ETF Income USD Shares | 1.40% | 1.47% | 2.79% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.19% | 1.24% | 0.00% | 0.00% |
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.51% | 1.69% | 1.90% | 2.05% | 2.28% | 2.04% | 2.71% | 2.43% | 0.00% | 1.13% | 2.13% | 2.40% |
Frequently Asked Questions
FUSD.L and HDIQ.L have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FUSD.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FUSD.L is cheaper with a 0.25% expense ratio, compared with 0.35% for HDIQ.L.
FUSD.L is categorized as Dividend, while HDIQ.L is U.S. Equity Income. FUSD.L tracks Fidelity US Quality Income Index NR, while HDIQ.L tracks MSCI USA High Dividend Yield Advanced Select Index. They also come from different issuers: Fidelity and iShares. Their fees differ too: 0.25% for FUSD.L and 0.35% for HDIQ.L.
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