IDVY.AS vs. TDIV.AS
IDVY.AS (iShares Euro Dividend UCITS ETF) and TDIV.AS (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both exchange-traded funds - IDVY.AS is a Europe Equities fund tracking the MSCI EMU NR EUR, while TDIV.AS is a Global Equity Income fund tracking the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 10 years, IDVY.AS returned 7.33%/yr vs 12.02%/yr for TDIV.AS. A 0.77 correlation means they provide meaningful diversification when combined. IDVY.AS charges 0.40%/yr vs 0.38%/yr for TDIV.AS.
Performance
IDVY.AS vs. TDIV.AS - Performance Comparison
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Returns By Period
In the year-to-date period, IDVY.AS achieves a 8.21% return, which is significantly lower than TDIV.AS's 9.89% return. Over the past 10 years, IDVY.AS has underperformed TDIV.AS with an annualized return of 7.33%, while TDIV.AS has yielded a comparatively higher 12.02% annualized return.
IDVY.AS
- 1D
- 0.33%
- 1M
- 3.43%
- YTD
- 8.21%
- 6M
- 11.08%
- 1Y
- 21.10%
- 3Y*
- 20.03%
- 5Y*
- 9.08%
- 10Y*
- 7.33%
TDIV.AS
- 1D
- 0.25%
- 1M
- 0.39%
- YTD
- 9.89%
- 6M
- 12.84%
- 1Y
- 25.59%
- 3Y*
- 19.97%
- 5Y*
- 17.52%
- 10Y*
- 12.02%
IDVY.AS vs. TDIV.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 8.21% | 41.92% | 8.62% | 4.42% | -13.82% | 24.39% | -17.87% | 20.43% | -10.28% | 9.96% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.89% | 24.40% | 15.98% | 10.91% | 16.18% | 27.85% | -10.17% | 20.97% | -7.12% | 2.88% |
Correlation
The correlation between IDVY.AS and TDIV.AS is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since May 24, 2016 | 0.77 |
The correlation between IDVY.AS and TDIV.AS has been stable across timeframes, ranging from 0.68 to 0.77 - a consistent structural relationship.
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Return for Risk
IDVY.AS vs. TDIV.AS — Risk / Return Rank
IDVY.AS
TDIV.AS
IDVY.AS vs. TDIV.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IDVY.AS) 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.
| IDVY.AS | TDIV.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.51 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 7.19 | -4.57 |
| Martin ratioReturn relative to average drawdown | 8.13 | 19.93 | -11.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDVY.AS | TDIV.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 2.79 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 1.43 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.83 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.84 | -0.61 |
Drawdowns
IDVY.AS vs. TDIV.AS - Drawdown Comparison
The maximum IDVY.AS drawdown since its inception was -71.33%, 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 IDVY.AS and TDIV.AS.
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Drawdown Indicators
| IDVY.AS | TDIV.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.33% | -36.06% | -35.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -3.51% | -4.46% |
Max Drawdown (3Y)Largest decline over 3 years | -12.81% | -15.26% | +2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -24.57% | -15.26% | -9.31% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | -36.06% | -6.28% |
Current DrawdownCurrent decline from peak | -1.42% | -1.99% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -22.54% | -3.93% | -18.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 1.26% | +1.31% |
Volatility
IDVY.AS vs. TDIV.AS - Volatility Comparison
iShares Euro Dividend UCITS ETF (IDVY.AS) has a higher volatility of 3.54% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS) at 2.38%. This indicates that IDVY.AS'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.
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Volatility by Period
| IDVY.AS | TDIV.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.38% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 6.65% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 9.06% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 12.07% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.26% | 14.31% | +2.95% |
IDVY.AS vs. TDIV.AS - Expense Ratio Comparison
IDVY.AS has a 0.40% expense ratio, which is higher than TDIV.AS's 0.38% expense ratio.
Dividends
IDVY.AS vs. TDIV.AS - Dividend Comparison
IDVY.AS's dividend yield for the trailing twelve months is around 3.99%, more than TDIV.AS's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 3.99% | 4.36% | 5.85% | 5.84% | 5.28% | 3.68% | 3.57% | 4.84% | 4.76% | 3.91% | 3.97% | 4.00% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.19% | 3.58% | 4.19% | 4.98% | 4.55% | 3.98% | 4.12% | 4.40% | 4.93% | 3.95% | 1.11% | 0.00% |
Frequently Asked Questions
IDVY.AS and TDIV.AS have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TDIV.AS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TDIV.AS is cheaper with a 0.38% expense ratio, compared with 0.40% for IDVY.AS.
IDVY.AS is categorized as Europe Equities, while TDIV.AS is Global Equity Income. IDVY.AS tracks MSCI EMU NR EUR, while TDIV.AS 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 IDVY.AS and 0.38% for TDIV.AS.
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