IUKD.L vs. CUKX.L
Compare and contrast key facts about iShares UK Dividend UCITS ETF (IUKD.L) and iShares FTSE 100 UCITS ETF (CUKX.L).
IUKD.L and CUKX.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUKD.L is a passively managed fund by iShares that tracks the performance of the FTSE UK Dividend+ Index. It was launched on Nov 4, 2005. CUKX.L is a passively managed fund by iShares that tracks the performance of the FTSE 100 Index. It was launched on Jan 26, 2010. Both IUKD.L and CUKX.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: IUKD.L or CUKX.L.
Key characteristics
| IUKD.L | CUKX.L | |
|---|---|---|
| YTD Return | 8.53% | 6.90% |
| 1Y Return | 15.17% | 11.67% |
| 3Y Return (Ann) | 4.89% | 6.82% |
| 5Y Return (Ann) | 4.28% | 5.46% |
| 10Y Return (Ann) | 3.29% | 5.72% |
| Sharpe Ratio | 1.31 | 1.12 |
| Sortino Ratio | 1.88 | 1.68 |
| Omega Ratio | 1.23 | 1.20 |
| Calmar Ratio | 1.64 | 2.28 |
| Martin Ratio | 6.93 | 6.42 |
| Ulcer Index | 2.07% | 1.71% |
| Daily Std Dev | 11.03% | 9.83% |
| Max Drawdown | -61.95% | -34.50% |
| Current Drawdown | -5.59% | -4.27% |
Correlation
The correlation between IUKD.L and CUKX.L is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IUKD.L vs. CUKX.L - Performance Comparison
In the year-to-date period, IUKD.L achieves a 8.53% return, which is significantly higher than CUKX.L's 6.90% return. Over the past 10 years, IUKD.L has underperformed CUKX.L with an annualized return of 3.29%, while CUKX.L has yielded a comparatively higher 5.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IUKD.L vs. CUKX.L - Expense Ratio Comparison
IUKD.L has a 0.40% expense ratio, which is higher than CUKX.L's 0.07% expense ratio.
Risk-Adjusted Performance
IUKD.L vs. CUKX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF (IUKD.L) and iShares FTSE 100 UCITS ETF (CUKX.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
IUKD.L vs. CUKX.L - Dividend Comparison
IUKD.L's dividend yield for the trailing twelve months is around 5.71%, while CUKX.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUKD.L iShares UK Dividend UCITS ETF | 5.71% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% | 4.53% | 4.16% |
CUKX.L iShares FTSE 100 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IUKD.L vs. CUKX.L - Drawdown Comparison
The maximum IUKD.L drawdown since its inception was -61.95%, which is greater than CUKX.L's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for IUKD.L and CUKX.L. For additional features, visit the drawdowns tool.
Volatility
IUKD.L vs. CUKX.L - Volatility Comparison
iShares UK Dividend UCITS ETF (IUKD.L) and iShares FTSE 100 UCITS ETF (CUKX.L) have volatilities of 4.24% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.