FVD.L vs. IDUP.L
FVD.L (First Trust Value Line Dividend Index UCITS ETF Class A USD (Acc)) and IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) are both exchange-traded funds - FVD.L is a Dividend fund tracking the Value Line Dividend Index, while IDUP.L is a REIT fund tracking the FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD). Both are passively managed. Over the past 5 years, FVD.L returned 6.29%/yr vs 3.85%/yr for IDUP.L. A 0.75 correlation means they provide meaningful diversification when combined. FVD.L charges 0.70%/yr vs 0.40%/yr for IDUP.L.
Performance
FVD.L vs. IDUP.L - Performance Comparison
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Returns By Period
In the year-to-date period, FVD.L achieves a 8.71% return, which is significantly lower than IDUP.L's 19.54% return.
FVD.L
- 1D
- 0.59%
- 1M
- 4.32%
- 6M
- 6.19%
- YTD
- 8.71%
- 1Y
- 13.08%
- 3Y*
- 9.31%
- 5Y*
- 6.29%
- 10Y*
- —
IDUP.L
- 1D
- 0.88%
- 1M
- 4.01%
- 6M
- 15.63%
- YTD
- 19.54%
- 1Y
- 21.72%
- 3Y*
- 11.00%
- 5Y*
- 3.85%
- 10Y*
- 4.41%
FVD.L vs. IDUP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FVD.L First Trust Value Line Dividend Index UCITS ETF Class A USD (Acc) | 8.71% | 8.66% | 9.25% | 3.39% | -4.80% | 24.66% | -3.10% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 19.54% | 2.23% | 4.73% | 13.04% | -24.29% | 41.77% | -14.68% |
Correlation
The correlation between FVD.L and IDUP.L is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2020 | 0.75 |
The correlation between FVD.L and IDUP.L has been stable across timeframes, ranging from 0.72 to 0.76 - a consistent structural relationship.
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Return for Risk
FVD.L vs. IDUP.L — Risk / Return Rank
FVD.L
IDUP.L
FVD.L vs. IDUP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Value Line Dividend Index UCITS ETF Class A USD (Acc) (FVD.L) and iShares US Property Yield UCITS ETF USD (Dist) (IDUP.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.
| FVD.L | IDUP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.92 | -1.01 |
| Martin ratioReturn relative to average drawdown | 4.56 | 8.01 | -3.45 |
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Drawdowns
FVD.L vs. IDUP.L - Drawdown Comparison
The maximum FVD.L drawdown since its inception was -34.96%, smaller than the maximum IDUP.L drawdown of -75.24%. Use the drawdown chart below to compare losses from any high point for FVD.L and IDUP.L.
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Drawdown Indicators
| FVD.L | IDUP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.96% | -75.24% | +40.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.81% | -7.41% | +0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -12.60% | -20.33% | +7.73% |
Max Drawdown (5Y)Largest decline over 5 years | -16.22% | -33.70% | +17.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.62% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -15.31% | +10.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.70% | +0.16% |
Volatility
FVD.L vs. IDUP.L - Volatility Comparison
The current volatility for First Trust Value Line Dividend Index UCITS ETF Class A USD (Acc) (FVD.L) is 3.82%, while iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) has a volatility of 4.33%. This indicates that FVD.L experiences smaller price fluctuations and is considered to be less risky than IDUP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVD.L | IDUP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 4.33% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 9.99% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.30% | 13.15% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.80% | 18.39% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 20.36% | -3.90% |
FVD.L vs. IDUP.L - Expense Ratio Comparison
FVD.L has a 0.70% expense ratio, which is higher than IDUP.L's 0.40% expense ratio.
Dividends
FVD.L vs. IDUP.L - Dividend Comparison
FVD.L has not paid dividends to shareholders, while IDUP.L's dividend yield for the trailing twelve months is around 2.81%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVD.L First Trust Value Line Dividend Index UCITS ETF Class A USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 2.81% | 3.20% | 3.09% | 3.13% | 3.84% | 2.13% | 3.22% | 3.10% | 4.60% | 3.17% | 3.55% | 2.98% |
Frequently Asked Questions
FVD.L and IDUP.L have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDUP.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDUP.L is cheaper with a 0.40% expense ratio, compared with 0.70% for FVD.L.
FVD.L is categorized as Dividend, while IDUP.L is REIT. FVD.L tracks Value Line Dividend Index, while IDUP.L tracks FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD). They also come from different issuers: First Trust and iShares. Their fees differ too: 0.70% for FVD.L and 0.40% for IDUP.L.
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