HDIQ.L vs. IUKD.L
HDIQ.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) and IUKD.L (iShares UK Dividend UCITS ETF) are both exchange-traded funds - HDIQ.L is a U.S. Equity Income fund tracking the MSCI USA High Dividend Yield Advanced Select Index, while IUKD.L is a Dividend fund tracking the FTSE UK Dividend+ Index. Both are passively managed. Over the past 10 years, HDIQ.L returned 10.44%/yr vs 7.33%/yr for IUKD.L. At a 0.47 correlation, their price movements are largely independent. HDIQ.L charges 0.35%/yr vs 0.40%/yr for IUKD.L.
Performance
HDIQ.L vs. IUKD.L - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with HDIQ.L having a 14.04% return and IUKD.L slightly lower at 13.38%. Over the past 10 years, HDIQ.L has outperformed IUKD.L with an annualized return of 10.44%, while IUKD.L has yielded a comparatively lower 7.33% annualized return.
HDIQ.L
- 1D
- -0.16%
- 1M
- -0.73%
- 6M
- 11.08%
- YTD
- 14.04%
- 1Y
- 23.93%
- 3Y*
- 16.54%
- 5Y*
- 12.48%
- 10Y*
- 10.44%
IUKD.L
- 1D
- 0.85%
- 1M
- 3.90%
- 6M
- 10.53%
- YTD
- 13.38%
- 1Y
- 28.95%
- 3Y*
- 22.41%
- 5Y*
- 13.27%
- 10Y*
- 7.33%
HDIQ.L vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 14.04% | 8.74% | 17.34% | 8.04% | 4.90% | 23.47% | -3.34% | 17.58% | -0.65% | 6.76% |
IUKD.L iShares UK Dividend UCITS ETF | 13.38% | 32.12% | 12.27% | 5.81% | -1.44% | 23.43% | -17.92% | 18.86% | -14.11% | 6.92% |
Correlation
The correlation between HDIQ.L and IUKD.L is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2014 | 0.47 |
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Return for Risk
HDIQ.L vs. IUKD.L — Risk / Return Rank
HDIQ.L
IUKD.L
HDIQ.L vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.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.
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.
| HDIQ.L | IUKD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.47 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | 2.91 | +1.80 |
| Martin ratioReturn relative to average drawdown | 16.04 | 10.26 | +5.78 |
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Drawdowns
HDIQ.L vs. IUKD.L - Drawdown Comparison
The maximum HDIQ.L drawdown since its inception was -41.26%, smaller than the maximum IUKD.L drawdown of -61.97%. Use the drawdown chart below to compare losses from any high point for HDIQ.L and IUKD.L.
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Drawdown Indicators
| HDIQ.L | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.26% | -61.97% | +20.71% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -9.92% | +4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -18.80% | -10.52% | -8.28% |
Max Drawdown (5Y)Largest decline over 5 years | -18.80% | -19.93% | +1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -24.46% | -44.34% | +19.88% |
Current DrawdownCurrent decline from peak | -1.68% | 0.00% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -8.59% | -15.49% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 2.82% | -1.33% |
Volatility
HDIQ.L vs. IUKD.L - Volatility Comparison
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) and iShares UK Dividend UCITS ETF (IUKD.L) have volatilities of 2.86% and 2.80%, 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
| HDIQ.L | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 2.80% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 9.59% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.13% | 11.42% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.04% | 13.79% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.25% | 16.79% | -2.54% |
HDIQ.L vs. IUKD.L - Expense Ratio Comparison
HDIQ.L has a 0.35% expense ratio, which is lower than IUKD.L's 0.40% expense ratio.
Dividends
HDIQ.L vs. IUKD.L - Dividend Comparison
HDIQ.L's dividend yield for the trailing twelve months is around 1.51%, less than IUKD.L's 4.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IUKD.L iShares UK Dividend UCITS ETF | 4.62% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Frequently Asked Questions
HDIQ.L and IUKD.L have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HDIQ.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HDIQ.L is cheaper with a 0.35% expense ratio, compared with 0.40% for IUKD.L.
HDIQ.L is categorized as U.S. Equity Income, while IUKD.L is Dividend. HDIQ.L tracks MSCI USA High Dividend Yield Advanced Select Index, while IUKD.L tracks FTSE UK Dividend+ Index. Their fees differ too: 0.35% for HDIQ.L and 0.40% for IUKD.L.
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