ISPA.DE vs. FUSD.L
Compare and contrast key facts about iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) and Fidelity US Quality Income ETF Inc (FUSD.L).
ISPA.DE and FUSD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISPA.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Global Select Dividend 100 index. It was launched on Sep 25, 2009. FUSD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index NR. It was launched on Jun 21, 2023. Both ISPA.DE and FUSD.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISPA.DE or FUSD.L.
Correlation
The correlation between ISPA.DE and FUSD.L is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ISPA.DE vs. FUSD.L - Performance Comparison
Key characteristics
ISPA.DE:
1.89
FUSD.L:
1.37
ISPA.DE:
2.52
FUSD.L:
1.94
ISPA.DE:
1.34
FUSD.L:
1.25
ISPA.DE:
2.88
FUSD.L:
2.54
ISPA.DE:
11.30
FUSD.L:
7.01
ISPA.DE:
1.70%
FUSD.L:
2.22%
ISPA.DE:
10.22%
FUSD.L:
11.46%
ISPA.DE:
-38.91%
FUSD.L:
-35.82%
ISPA.DE:
0.00%
FUSD.L:
-1.24%
Returns By Period
In the year-to-date period, ISPA.DE achieves a 4.01% return, which is significantly higher than FUSD.L's 2.74% return.
ISPA.DE
4.01%
2.34%
9.63%
18.44%
5.74%
5.59%
FUSD.L
2.74%
0.60%
3.53%
15.98%
11.99%
N/A
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ISPA.DE vs. FUSD.L - Expense Ratio Comparison
ISPA.DE has a 0.46% expense ratio, which is higher than FUSD.L's 0.25% expense ratio.
Risk-Adjusted Performance
ISPA.DE vs. FUSD.L — Risk-Adjusted Performance Rank
ISPA.DE
FUSD.L
ISPA.DE vs. FUSD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) and Fidelity US Quality Income ETF Inc (FUSD.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.
Dividends
ISPA.DE vs. FUSD.L - Dividend Comparison
ISPA.DE's dividend yield for the trailing twelve months is around 4.76%, more than FUSD.L's 1.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 4.76% | 4.89% | 5.91% | 4.87% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% | 3.36% |
FUSD.L Fidelity US Quality Income ETF Inc | 1.78% | 1.85% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.19% | 1.24% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISPA.DE vs. FUSD.L - Drawdown Comparison
The maximum ISPA.DE drawdown since its inception was -38.91%, which is greater than FUSD.L's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for ISPA.DE and FUSD.L. For additional features, visit the drawdowns tool.
Volatility
ISPA.DE vs. FUSD.L - Volatility Comparison
The current volatility for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) is 1.61%, while Fidelity US Quality Income ETF Inc (FUSD.L) has a volatility of 3.43%. This indicates that ISPA.DE experiences smaller price fluctuations and is considered to be less risky than FUSD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.