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IDIN.L vs. UC44.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDIN.L vs. UC44.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) and UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IDIN.L is traded in USD, while UC44.L is traded in GBp. To make them comparable, the UC44.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IDIN.L achieves a 13.07% return, which is significantly higher than UC44.L's 8.32% return. Over the past 10 years, IDIN.L has underperformed UC44.L with an annualized return of 7.14%, while UC44.L has yielded a comparatively higher 12.13% annualized return.


IDIN.L

1D
0.38%
1M
2.02%
6M
12.44%
YTD
13.07%
1Y
18.45%
3Y*
12.38%
5Y*
6.68%
10Y*
7.14%

UC44.L

1D
-1.35%
1M
-1.20%
6M
6.13%
YTD
8.32%
1Y
16.26%
3Y*
14.69%
5Y*
9.13%
10Y*
12.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDIN.L vs. UC44.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDIN.L
iShares Global Infrastructure UCITS ETF USD (Dist)
13.07%12.97%8.79%-0.03%-5.92%17.16%-1.96%23.97%-2.04%14.86%
UC44.L
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis
8.32%13.85%16.33%28.53%-24.50%25.19%18.41%29.13%-8.06%23.31%

Correlation

The correlation between IDIN.L and UC44.L is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Aug 19, 2011

0.60

Over the past year, the correlation between IDIN.L and UC44.L has dropped to 0.09 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.

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Return for Risk

IDIN.L vs. UC44.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDIN.L
IDIN.L Risk / Return Rank: 6969
Overall Rank
IDIN.L Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
IDIN.L Sortino Ratio Rank: 6767
Sortino Ratio Rank
IDIN.L Omega Ratio Rank: 6262
Omega Ratio Rank
IDIN.L Calmar Ratio Rank: 8383
Calmar Ratio Rank
IDIN.L Martin Ratio Rank: 6767
Martin Ratio Rank

UC44.L
UC44.L Risk / Return Rank: 4545
Overall Rank
UC44.L Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
UC44.L Sortino Ratio Rank: 4545
Sortino Ratio Rank
UC44.L Omega Ratio Rank: 4646
Omega Ratio Rank
UC44.L Calmar Ratio Rank: 4040
Calmar Ratio Rank
UC44.L Martin Ratio Rank: 4545
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.

IDIN.L vs. UC44.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) and UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.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.


IDIN.LUC44.LDifference
Sharpe ratioReturn per unit of total volatility

+0.55

Sortino ratioReturn per unit of downside risk

+0.65

Omega ratioGain probability vs. loss probability

1.30

1.21

+0.09

Calmar ratioReturn relative to maximum drawdown

3.62

1.41

+2.20

Martin ratioReturn relative to average drawdown

9.42

5.24

+4.18

IDIN.L vs. UC44.L - Sharpe Ratio Comparison

The current IDIN.L Sharpe Ratio is 1.74, which is higher than the UC44.L Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of IDIN.L and UC44.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IDIN.L vs. UC44.L - Drawdown Comparison

The maximum IDIN.L drawdown since its inception was -49.57%, smaller than the maximum UC44.L drawdown of -52.18%. Use the drawdown chart below to compare losses from any high point for IDIN.L and UC44.L.


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Drawdown Indicators


IDIN.LUC44.LDifference

Max Drawdown

Largest peak-to-trough decline

-49.57%

-52.18%

+2.61%

Max Drawdown (1Y)

Largest decline over 1 year

-5.08%

-11.47%

+6.39%

Max Drawdown (3Y)

Largest decline over 3 years

-14.86%

-18.92%

+4.06%

Max Drawdown (5Y)

Largest decline over 5 years

-22.69%

-33.10%

+10.41%

Max Drawdown (10Y)

Largest decline over 10 years

-34.86%

-33.10%

-1.76%

Current Drawdown

Current decline from peak

-0.27%

-3.03%

+2.76%

Average Drawdown

Average peak-to-trough decline

-11.72%

-11.04%

-0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

3.10%

-1.15%

Volatility

IDIN.L vs. UC44.L - Volatility Comparison

The current volatility for iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) is 2.60%, while UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis (UC44.L) has a volatility of 4.79%. This indicates that IDIN.L experiences smaller price fluctuations and is considered to be less risky than UC44.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDIN.LUC44.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.60%

4.79%

-2.19%

Volatility (6M)

Calculated over the trailing 6-month period

8.82%

11.25%

-2.43%

Volatility (1Y)

Calculated over the trailing 1-year period

10.58%

13.71%

-3.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.51%

16.69%

-3.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.39%

16.19%

-1.80%

IDIN.L vs. UC44.L - Expense Ratio Comparison

IDIN.L has a 0.65% expense ratio, which is higher than UC44.L's 0.22% expense ratio.


Dividends

IDIN.L vs. UC44.L - Dividend Comparison

IDIN.L's dividend yield for the trailing twelve months is around 2.02%, more than UC44.L's 0.87% yield.


PositionTTM20252024202320222021202020192018201720162015
IDIN.L
iShares Global Infrastructure UCITS ETF USD (Dist)
2.02%2.20%2.36%2.37%2.11%1.93%2.08%2.05%2.34%2.60%2.80%3.20%
UC44.L
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis
0.87%1.01%1.05%1.13%1.33%1.01%1.23%1.70%1.88%1.91%1.81%1.78%

Frequently Asked Questions


IDIN.L and UC44.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, UC44.L is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

UC44.L is cheaper with a 0.22% expense ratio, compared with 0.65% for IDIN.L.

IDIN.L is categorized as Mid Cap Value Equities, while UC44.L is Global Equities. IDIN.L tracks FTSE Global Core Infrastructure Index (USD), while UC44.L tracks MSCI ACWI NR USD. They also come from different issuers: iShares and UBS. Their fees differ too: 0.65% for IDIN.L and 0.22% for UC44.L.

Portfolio Optimizer

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