IUCB.L vs. SDIA.L
Compare and contrast key facts about SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (IUCB.L) and iShares USD Short Duration Corporate Bond UCITS ETF (Acc) (SDIA.L).
IUCB.L and SDIA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUCB.L is a passively managed fund by State Street that tracks the performance of the Bloomberg US Corp Bond TR USD. It was launched on Feb 17, 2016. SDIA.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Corp 1-3 Yr TR USD. It was launched on Apr 13, 2017. Both IUCB.L and SDIA.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: IUCB.L or SDIA.L.
Correlation
The correlation between IUCB.L and SDIA.L is 0.66, 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
IUCB.L vs. SDIA.L - Performance Comparison
Key characteristics
IUCB.L:
1.18
SDIA.L:
2.64
IUCB.L:
1.78
SDIA.L:
4.14
IUCB.L:
1.22
SDIA.L:
1.53
IUCB.L:
0.96
SDIA.L:
6.84
IUCB.L:
4.84
SDIA.L:
18.81
IUCB.L:
1.16%
SDIA.L:
0.29%
IUCB.L:
4.73%
SDIA.L:
2.08%
IUCB.L:
-14.59%
SDIA.L:
-12.55%
IUCB.L:
-1.18%
SDIA.L:
-0.05%
Returns By Period
In the year-to-date period, IUCB.L achieves a 0.58% return, which is significantly lower than SDIA.L's 0.66% return.
IUCB.L
0.58%
0.61%
0.55%
5.73%
1.31%
N/A
SDIA.L
0.66%
0.54%
1.61%
5.52%
1.85%
N/A
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IUCB.L vs. SDIA.L - Expense Ratio Comparison
IUCB.L has a 0.12% expense ratio, which is lower than SDIA.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IUCB.L vs. SDIA.L — Risk-Adjusted Performance Rank
IUCB.L
SDIA.L
IUCB.L vs. SDIA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (IUCB.L) and iShares USD Short Duration Corporate Bond UCITS ETF (Acc) (SDIA.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
IUCB.L vs. SDIA.L - Dividend Comparison
IUCB.L's dividend yield for the trailing twelve months is around 4.87%, while SDIA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
IUCB.L SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF | 4.87% | 4.70% | 3.89% | 2.62% | 2.37% | 2.67% |
SDIA.L iShares USD Short Duration Corporate Bond UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IUCB.L vs. SDIA.L - Drawdown Comparison
The maximum IUCB.L drawdown since its inception was -14.59%, which is greater than SDIA.L's maximum drawdown of -12.55%. Use the drawdown chart below to compare losses from any high point for IUCB.L and SDIA.L. For additional features, visit the drawdowns tool.
Volatility
IUCB.L vs. SDIA.L - Volatility Comparison
SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (IUCB.L) has a higher volatility of 1.65% compared to iShares USD Short Duration Corporate Bond UCITS ETF (Acc) (SDIA.L) at 0.47%. This indicates that IUCB.L's price experiences larger fluctuations and is considered to be riskier than SDIA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.