IDUP.L vs. TDIV.L
IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) and TDIV.L (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF USD (Dist)) are both exchange-traded funds - IDUP.L is a REIT fund tracking the FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD), while TDIV.L is a Global Equities fund tracking the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 10 years, IDUP.L returned 4.41%/yr vs 13.83%/yr for TDIV.L. At a 0.47 correlation, their price movements are largely independent. IDUP.L charges 0.40%/yr vs 0.38%/yr for TDIV.L.
Performance
IDUP.L vs. TDIV.L - Performance Comparison
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Returns By Period
In the year-to-date period, IDUP.L achieves a 19.54% return, which is significantly higher than TDIV.L's 11.84% return. Over the past 10 years, IDUP.L has underperformed TDIV.L with an annualized return of 4.41%, while TDIV.L has yielded a comparatively higher 13.83% annualized return.
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%
TDIV.L
- 1D
- 0.32%
- 1M
- 2.15%
- 6M
- 10.53%
- YTD
- 11.84%
- 1Y
- 29.81%
- 3Y*
- 22.34%
- 5Y*
- 17.81%
- 10Y*
- 13.83%
IDUP.L vs. TDIV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 19.54% | 2.23% | 4.73% | 13.04% | -24.29% | 41.77% | -10.91% | 21.39% | -4.82% | 4.35% |
TDIV.L VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF USD (Dist) | 11.84% | 40.41% | 8.93% | 15.44% | 9.29% | 18.14% | -2.30% | 37.03% | -6.76% | 3.94% |
Correlation
The correlation between IDUP.L and TDIV.L is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since May 23, 2016 | 0.47 |
The correlation between IDUP.L and TDIV.L has been stable across timeframes, ranging from 0.47 to 0.57 - a consistent structural relationship.
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Return for Risk
IDUP.L vs. TDIV.L — Risk / Return Rank
IDUP.L
TDIV.L
IDUP.L vs. TDIV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF USD (Dist) (TDIV.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.
| IDUP.L | TDIV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.48 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 5.64 | -2.72 |
| Martin ratioReturn relative to average drawdown | 8.01 | 15.83 | -7.82 |
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Drawdowns
IDUP.L vs. TDIV.L - Drawdown Comparison
The maximum IDUP.L drawdown since its inception was -75.24%, which is greater than TDIV.L's maximum drawdown of -37.94%. Use the drawdown chart below to compare losses from any high point for IDUP.L and TDIV.L.
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Drawdown Indicators
| IDUP.L | TDIV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.24% | -37.94% | -37.30% |
Max Drawdown (1Y)Largest decline over 1 year | -7.41% | -5.27% | -2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -20.33% | -13.89% | -6.44% |
Max Drawdown (5Y)Largest decline over 5 years | -33.70% | -18.52% | -15.18% |
Max Drawdown (10Y)Largest decline over 10 years | -45.62% | -37.94% | -7.68% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -3.99% | -11.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.88% | +0.82% |
Volatility
IDUP.L vs. TDIV.L - Volatility Comparison
iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) has a higher volatility of 4.33% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF USD (Dist) (TDIV.L) at 2.90%. This indicates that IDUP.L's price experiences larger fluctuations and is considered to be riskier than TDIV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDUP.L | TDIV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 2.90% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 8.56% | +1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.15% | 11.22% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 14.56% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 16.20% | +4.16% |
IDUP.L vs. TDIV.L - Expense Ratio Comparison
IDUP.L has a 0.40% expense ratio, which is higher than TDIV.L's 0.38% expense ratio.
Dividends
IDUP.L vs. TDIV.L - Dividend Comparison
IDUP.L's dividend yield for the trailing twelve months is around 2.81%, less than TDIV.L's 3.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TDIV.L VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF USD (Dist) | 3.10% | 3.49% | 4.36% | 4.82% | 4.49% | 4.14% | 3.88% | 4.37% | 5.77% | 4.50% | 0.00% | 0.00% |
Frequently Asked Questions
IDUP.L and TDIV.L have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TDIV.L is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TDIV.L is cheaper with a 0.38% expense ratio, compared with 0.40% for IDUP.L.
IDUP.L is categorized as REIT, while TDIV.L is Global Equities. IDUP.L tracks FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD), while TDIV.L tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.40% for IDUP.L and 0.38% for TDIV.L.
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