IDVY.AS vs. VERX.AS
IDVY.AS (iShares Euro Dividend UCITS ETF) and VERX.AS (Vanguard FTSE Developed Europe ex-UK UCITS ETF) are both Europe Equities funds - IDVY.AS tracks the MSCI EMU NR EUR while VERX.AS tracks the MSCI Europe Ex UK NR EUR. Both are passively managed. Over the past 10 years, IDVY.AS returned 7.33%/yr vs 9.69%/yr for VERX.AS. Their correlation of 0.82 suggests significant overlap in exposure. IDVY.AS charges 0.40%/yr vs 0.10%/yr for VERX.AS.
Performance
IDVY.AS vs. VERX.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 higher than VERX.AS's 7.73% return. Over the past 10 years, IDVY.AS has underperformed VERX.AS with an annualized return of 7.33%, while VERX.AS has yielded a comparatively higher 9.69% 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%
VERX.AS
- 1D
- 0.65%
- 1M
- 3.79%
- YTD
- 7.73%
- 6M
- 10.13%
- 1Y
- 15.93%
- 3Y*
- 13.68%
- 5Y*
- 9.30%
- 10Y*
- 9.69%
IDVY.AS vs. VERX.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% |
VERX.AS Vanguard FTSE Developed Europe ex-UK UCITS ETF | 7.73% | 20.65% | 7.05% | 18.49% | -12.99% | 24.93% | 2.62% | 26.48% | -10.05% | 12.01% |
Correlation
The correlation between IDVY.AS and VERX.AS is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2014 | 0.82 |
The correlation between IDVY.AS and VERX.AS has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
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Return for Risk
IDVY.AS vs. VERX.AS — Risk / Return Rank
IDVY.AS
VERX.AS
IDVY.AS vs. VERX.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IDVY.AS) and Vanguard FTSE Developed Europe ex-UK UCITS ETF (VERX.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 | VERX.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.54 | +1.07 |
| Martin ratioReturn relative to average drawdown | 8.13 | 5.65 | +2.47 |
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 | VERX.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 1.17 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.62 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.61 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.59 | -0.36 |
Drawdowns
IDVY.AS vs. VERX.AS - Drawdown Comparison
The maximum IDVY.AS drawdown since its inception was -71.33%, which is greater than VERX.AS's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for IDVY.AS and VERX.AS.
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Drawdown Indicators
| IDVY.AS | VERX.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.33% | -34.59% | -36.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -10.21% | +2.24% |
Max Drawdown (3Y)Largest decline over 3 years | -12.81% | -16.22% | +3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -24.57% | -22.89% | -1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | -34.59% | -7.75% |
Current DrawdownCurrent decline from peak | -1.42% | -1.39% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -22.54% | -5.73% | -16.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.79% | -0.22% |
Volatility
IDVY.AS vs. VERX.AS - Volatility Comparison
The current volatility for iShares Euro Dividend UCITS ETF (IDVY.AS) is 3.54%, while Vanguard FTSE Developed Europe ex-UK UCITS ETF (VERX.AS) has a volatility of 4.34%. This indicates that IDVY.AS experiences smaller price fluctuations and is considered to be less risky than VERX.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 | VERX.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.34% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 11.06% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 13.49% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 14.86% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.26% | 15.73% | +1.53% |
IDVY.AS vs. VERX.AS - Expense Ratio Comparison
IDVY.AS has a 0.40% expense ratio, which is higher than VERX.AS's 0.10% expense ratio.
Dividends
IDVY.AS vs. VERX.AS - Dividend Comparison
IDVY.AS's dividend yield for the trailing twelve months is around 3.99%, more than VERX.AS's 2.48% 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% |
VERX.AS Vanguard FTSE Developed Europe ex-UK UCITS ETF | 2.48% | 2.67% | 2.91% | 2.75% | 3.05% | 2.29% | 1.96% | 2.83% | 3.20% | 2.71% | 2.81% | 2.61% |
Frequently Asked Questions
IDVY.AS and VERX.AS have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VERX.AS is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VERX.AS is cheaper with a 0.10% expense ratio, compared with 0.40% for IDVY.AS.
IDVY.AS tracks MSCI EMU NR EUR, while VERX.AS tracks MSCI Europe Ex UK NR EUR. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.40% for IDVY.AS and 0.10% for VERX.AS.
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