IUKD.L vs. LGEN.L
Compare and contrast key facts about iShares UK Dividend UCITS ETF (IUKD.L) and Legal & General Group plc (LGEN.L).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUKD.L or LGEN.L.
Key characteristics
| IUKD.L | LGEN.L | |
|---|---|---|
| YTD Return | 14.74% | -0.78% |
| 1Y Return | 22.35% | 10.78% |
| 3Y Return (Ann) | 8.26% | 1.16% |
| 5Y Return (Ann) | 5.69% | 6.40% |
| 10Y Return (Ann) | 3.85% | 6.46% |
| Sharpe Ratio | 1.83 | 0.51 |
| Daily Std Dev | 12.06% | 19.74% |
| Max Drawdown | -61.95% | -85.42% |
| Current Drawdown | 0.00% | -7.93% |
Correlation
The correlation between IUKD.L and LGEN.L is 0.74, 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. LGEN.L - Performance Comparison
In the year-to-date period, IUKD.L achieves a 14.74% return, which is significantly higher than LGEN.L's -0.78% return. Over the past 10 years, IUKD.L has underperformed LGEN.L with an annualized return of 3.85%, while LGEN.L has yielded a comparatively higher 6.46% 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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Risk-Adjusted Performance
IUKD.L vs. LGEN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF (IUKD.L) and Legal & General Group plc (LGEN.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. LGEN.L - Dividend Comparison
IUKD.L's dividend yield for the trailing twelve months is around 5.40%, less than LGEN.L's 9.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUKD.L iShares UK Dividend UCITS ETF | 5.40% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% | 4.53% | 4.16% |
LGEN.L Legal & General Group plc | 9.03% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% | 3.94% | 3.63% |
Drawdowns
IUKD.L vs. LGEN.L - Drawdown Comparison
The maximum IUKD.L drawdown since its inception was -61.95%, smaller than the maximum LGEN.L drawdown of -85.42%. Use the drawdown chart below to compare losses from any high point for IUKD.L and LGEN.L. For additional features, visit the drawdowns tool.
Volatility
IUKD.L vs. LGEN.L - Volatility Comparison
The current volatility for iShares UK Dividend UCITS ETF (IUKD.L) is 3.61%, while Legal & General Group plc (LGEN.L) has a volatility of 4.24%. This indicates that IUKD.L experiences smaller price fluctuations and is considered to be less risky than LGEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.