IUKD.L vs. IDV
Compare and contrast key facts about iShares UK Dividend UCITS ETF (IUKD.L) and iShares International Select Dividend ETF (IDV).
IUKD.L and IDV 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. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. Both IUKD.L and IDV 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 IDV.
Key characteristics
| IUKD.L | IDV | |
|---|---|---|
| YTD Return | 8.87% | 4.29% |
| 1Y Return | 17.03% | 16.47% |
| 3Y Return (Ann) | 5.00% | 2.85% |
| 5Y Return (Ann) | 4.53% | 3.59% |
| 10Y Return (Ann) | 3.32% | 3.30% |
| Sharpe Ratio | 1.41 | 1.28 |
| Sortino Ratio | 2.02 | 1.80 |
| Omega Ratio | 1.25 | 1.22 |
| Calmar Ratio | 1.78 | 1.25 |
| Martin Ratio | 7.61 | 6.34 |
| Ulcer Index | 2.04% | 2.67% |
| Daily Std Dev | 11.07% | 13.19% |
| Max Drawdown | -61.95% | -70.14% |
| Current Drawdown | -5.29% | -8.63% |
Correlation
The correlation between IUKD.L and IDV is 0.68, 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
IUKD.L vs. IDV - Performance Comparison
In the year-to-date period, IUKD.L achieves a 8.87% return, which is significantly higher than IDV's 4.29% return. Both investments have delivered pretty close results over the past 10 years, with IUKD.L having a 3.32% annualized return and IDV not far behind at 3.30%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IUKD.L vs. IDV - Expense Ratio Comparison
IUKD.L has a 0.40% expense ratio, which is lower than IDV's 0.49% expense ratio.
Risk-Adjusted Performance
IUKD.L vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF (IUKD.L) and iShares International Select Dividend ETF (IDV). 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. IDV - Dividend Comparison
IUKD.L's dividend yield for the trailing twelve months is around 5.69%, less than IDV's 6.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUKD.L iShares UK Dividend UCITS ETF | 5.69% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% | 4.53% | 4.16% |
IDV iShares International Select Dividend ETF | 6.33% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% | 4.48% |
Drawdowns
IUKD.L vs. IDV - Drawdown Comparison
The maximum IUKD.L drawdown since its inception was -61.95%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for IUKD.L and IDV. For additional features, visit the drawdowns tool.
Volatility
IUKD.L vs. IDV - Volatility Comparison
The current volatility for iShares UK Dividend UCITS ETF (IUKD.L) is 4.24%, while iShares International Select Dividend ETF (IDV) has a volatility of 4.47%. This indicates that IUKD.L experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.