PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IBE1.DE vs. TDIV.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IBE1.DE vs. TDIV.AS

Last updated Apr 4, 2026

Compare and contrast key facts about Iberdrola S.A (IBE1.DE) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS).

TDIV.AS is a passively managed fund by VanEck that tracks the performance of the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. It was launched on May 23, 2016.

Performance

IBE1.DE vs. TDIV.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Iberdrola S.A (IBE1.DE) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

Returns By Period

In the year-to-date period, IBE1.DE achieves a 12.21% return, which is significantly higher than TDIV.AS's 10.13% return.

IBE1.DE

1D
0.99%
1M
6.24%
YTD
12.21%
6M
29.04%
1Y
42.02%
3Y*
27.09%
5Y*
17.91%
10Y*
18.17%

TDIV.AS

1D
0.57%
1M
2.31%
YTD
10.13%
6M
17.93%
1Y
36.55%
3Y*
20.42%
5Y*
18.09%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBE1.DE vs. TDIV.AS - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IBE1.DE
Iberdrola S.A		12.21%44.98%16.80%13.43%10.01%-7.94%31.64%41.22%11.30%9.47%
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF		10.13%24.40%15.98%10.91%16.18%27.85%-10.17%20.97%-7.12%2.88%

Correlation

The correlation between IBE1.DE and TDIV.AS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Iberdrola S.A

VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF

Often compared with IBE1.DE:
IBE1.DE vs. URW.PAIBE1.DE vs. VOOIBE1.DE vs. DOWIBE1.DE vs. SPYIBE1.DE vs. ENB
Often compared with TDIV.AS:
TDIV.AS vs. VHYL.ASTDIV.AS vs. SCHDTDIV.AS vs. JGPI.DETDIV.AS vs. FUSD.LTDIV.AS vs. VUSA.MITDIV.AS vs. QYLE.DETDIV.AS vs. MLPD.L

Return for Risk

IBE1.DE vs. TDIV.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBE1.DE
IBE1.DE Risk / Return Rank: 8989
Overall Rank
IBE1.DE Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IBE1.DE Sortino Ratio Rank: 8686
Sortino Ratio Rank
IBE1.DE Omega Ratio Rank: 8888
Omega Ratio Rank
IBE1.DE Calmar Ratio Rank: 9191
Calmar Ratio Rank
IBE1.DE Martin Ratio Rank: 8989
Martin Ratio Rank
TDIV.AS
TDIV.AS Risk / Return Rank: 9191
Overall Rank
TDIV.AS Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
TDIV.AS Sortino Ratio Rank: 8282
Sortino Ratio Rank
TDIV.AS Omega Ratio Rank: 9090
Omega Ratio Rank
TDIV.AS Calmar Ratio Rank: 9999
Calmar Ratio Rank
TDIV.AS Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBE1.DE vs. TDIV.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Iberdrola S.A (IBE1.DE) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS). 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.

IBE1.DETDIV.ASDifference

Sharpe ratio

Return per unit of total volatility

2.06

1.82

+0.25

Sortino ratio

Return per unit of downside risk

2.61

2.25

+0.36

Omega ratio

Gain probability vs. loss probability

1.38

1.40

-0.03

Calmar ratio

Return relative to maximum drawdown

4.56

10.58

-6.02

Martin ratio

Return relative to average drawdown

11.02

32.61

-21.59

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IBE1.DE vs. TDIV.AS - Sharpe Ratio Comparison

The current IBE1.DE Sharpe Ratio is 2.06, which is comparable to the TDIV.AS Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of IBE1.DE and TDIV.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading graphics...

Sharpe Ratios by Period

IBE1.DETDIV.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

1.82

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

1.47

-0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.85

-0.47

Drawdowns

IBE1.DE vs. TDIV.AS - Drawdown Comparison

The maximum IBE1.DE drawdown since its inception was -71.14%, which is greater than TDIV.AS's maximum drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for IBE1.DE and TDIV.AS.

Loading graphics...

Drawdown Indicators

IBE1.DETDIV.ASDifference

Max Drawdown

Largest peak-to-trough decline

-71.14%

-36.06%

-35.08%

Max Drawdown (1Y)

Largest decline over 1 year

-7.38%

-5.96%

-1.42%

Max Drawdown (5Y)

Largest decline over 5 years

-24.21%

-15.26%

-8.95%

Max Drawdown (10Y)

Largest decline over 10 years

-28.40%

—

—

Current Drawdown

Current decline from peak

-0.34%

-0.24%

-0.10%

Average Drawdown

Average peak-to-trough decline

-19.96%

-3.98%

-15.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.05%

1.31%

+1.74%

Volatility

IBE1.DE vs. TDIV.AS - Volatility Comparison

Iberdrola S.A (IBE1.DE) has a higher volatility of 5.81% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS) at 3.26%. This indicates that IBE1.DE's price experiences larger fluctuations and is considered to be riskier than TDIV.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

IBE1.DETDIV.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

3.26%

+2.55%

Volatility (6M)

Calculated over the trailing 6-month period

12.82%

6.55%

+6.27%

Volatility (1Y)

Calculated over the trailing 1-year period

19.56%

13.61%

+5.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.02%

12.11%

+10.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.27%

14.39%

+10.88%

Dividends

IBE1.DE vs. TDIV.AS - Dividend Comparison

IBE1.DE's dividend yield for the trailing twelve months is around 3.28%, which matches TDIV.AS's 3.30% yield.

TTM20252024202320222021202020192018201720162015
IBE1.DE
Iberdrola S.A		3.28%3.50%4.19%4.21%4.09%4.05%3.40%3.78%4.74%4.81%2.52%2.19%
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF		3.30%3.58%4.19%4.98%4.55%3.98%4.12%4.40%4.93%3.95%1.11%0.00%