IUKD.L vs. HDIQ.L
IUKD.L (iShares UK Dividend UCITS ETF) and HDIQ.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) are both exchange-traded funds - IUKD.L is a Dividend fund tracking the FTSE UK Dividend+ Index, while HDIQ.L is a U.S. Equity Income fund tracking the MSCI USA High Dividend Yield Advanced Select Index. Both are passively managed. Over the past 10 years, IUKD.L returned 7.33%/yr vs 10.44%/yr for HDIQ.L. At a 0.47 correlation, their price movements are largely independent. IUKD.L charges 0.40%/yr vs 0.35%/yr for HDIQ.L.
Performance
IUKD.L vs. HDIQ.L - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IUKD.L having a 13.38% return and HDIQ.L slightly higher at 14.04%. Over the past 10 years, IUKD.L has underperformed HDIQ.L with an annualized return of 7.33%, while HDIQ.L has yielded a comparatively higher 10.44% annualized return.
IUKD.L
- 1D
- 0.85%
- 1M
- 3.90%
- 6M
- 10.53%
- YTD
- 13.38%
- 1Y
- 28.95%
- 3Y*
- 22.41%
- 5Y*
- 13.27%
- 10Y*
- 7.33%
HDIQ.L
- 1D
- -0.16%
- 1M
- -0.73%
- 6M
- 11.08%
- YTD
- 14.04%
- 1Y
- 23.93%
- 3Y*
- 16.54%
- 5Y*
- 12.48%
- 10Y*
- 10.44%
IUKD.L vs. HDIQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUKD.L iShares UK Dividend UCITS ETF | 13.38% | 32.12% | 12.27% | 5.81% | -1.44% | 23.43% | -17.92% | 18.86% | -14.11% | 6.92% |
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 14.04% | 8.74% | 17.34% | 8.04% | 4.90% | 23.47% | -3.34% | 17.58% | -0.65% | 6.76% |
Correlation
The correlation between IUKD.L and HDIQ.L is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2014 | 0.47 |
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Return for Risk
IUKD.L vs. HDIQ.L — Risk / Return Rank
IUKD.L
HDIQ.L
IUKD.L vs. HDIQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF (IUKD.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUKD.L | HDIQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.44 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 4.71 | -1.80 |
| Martin ratioReturn relative to average drawdown | 10.26 | 16.04 | -5.78 |
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Drawdowns
IUKD.L vs. HDIQ.L - Drawdown Comparison
The maximum IUKD.L drawdown since its inception was -61.97%, which is greater than HDIQ.L's maximum drawdown of -41.26%. Use the drawdown chart below to compare losses from any high point for IUKD.L and HDIQ.L.
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Drawdown Indicators
| IUKD.L | HDIQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.97% | -41.26% | -20.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -5.06% | -4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -10.52% | -18.80% | +8.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.93% | -18.80% | -1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -44.34% | -24.46% | -19.88% |
Current DrawdownCurrent decline from peak | 0.00% | -1.68% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -8.59% | -6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 1.49% | +1.33% |
Volatility
IUKD.L vs. HDIQ.L - Volatility Comparison
iShares UK Dividend UCITS ETF (IUKD.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) have volatilities of 2.80% and 2.86%, 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.
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Volatility by Period
| IUKD.L | HDIQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 2.86% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 7.57% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.42% | 10.13% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.79% | 13.04% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 14.25% | +2.54% |
IUKD.L vs. HDIQ.L - Expense Ratio Comparison
IUKD.L has a 0.40% expense ratio, which is higher than HDIQ.L's 0.35% expense ratio.
Dividends
IUKD.L vs. HDIQ.L - Dividend Comparison
IUKD.L's dividend yield for the trailing twelve months is around 4.62%, more than HDIQ.L's 1.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.51% | 1.69% | 1.90% | 2.05% | 2.28% | 2.04% | 2.71% | 2.43% | 0.00% | 1.13% | 2.13% | 2.40% |
IUKD.L iShares UK Dividend UCITS ETF | 4.62% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Frequently Asked Questions
IUKD.L and HDIQ.L have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HDIQ.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HDIQ.L is cheaper with a 0.35% expense ratio, compared with 0.40% for IUKD.L.
IUKD.L is categorized as Dividend, while HDIQ.L is U.S. Equity Income. IUKD.L tracks FTSE UK Dividend+ Index, while HDIQ.L tracks MSCI USA High Dividend Yield Advanced Select Index. Their fees differ too: 0.40% for IUKD.L and 0.35% for HDIQ.L.
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