MRC.L vs. IUKD.L
Compare and contrast key facts about The Mercantile Investment Trust plc (MRC.L) and iShares UK Dividend UCITS ETF (IUKD.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.
Performance
MRC.L vs. IUKD.L - Performance Comparison
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MRC.L vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRC.L The Mercantile Investment Trust plc | -4.47% | 12.06% | 11.16% | 19.79% | -25.89% | 11.28% | -2.26% | 53.98% | -17.09% | 30.22% |
IUKD.L iShares UK Dividend UCITS ETF | 4.23% | 32.12% | 12.27% | 5.81% | -1.44% | 23.43% | -17.92% | 18.86% | -14.11% | 6.92% |
Returns By Period
In the year-to-date period, MRC.L achieves a -4.47% return, which is significantly lower than IUKD.L's 4.23% return. Over the past 10 years, MRC.L has outperformed IUKD.L with an annualized return of 7.36%, while IUKD.L has yielded a comparatively lower 6.92% annualized return.
MRC.L
- 1D
- 2.50%
- 1M
- -6.64%
- YTD
- -4.47%
- 6M
- -1.00%
- 1Y
- 11.51%
- 3Y*
- 10.93%
- 5Y*
- 2.38%
- 10Y*
- 7.36%
IUKD.L
- 1D
- 1.27%
- 1M
- -5.03%
- YTD
- 4.23%
- 6M
- 14.22%
- 1Y
- 29.16%
- 3Y*
- 17.29%
- 5Y*
- 12.62%
- 10Y*
- 6.92%
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Return for Risk
MRC.L vs. IUKD.L — Risk / Return Rank
MRC.L
IUKD.L
MRC.L vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Mercantile Investment Trust plc (MRC.L) and iShares UK Dividend UCITS ETF (IUKD.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.
| MRC.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 2.14 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.68 | -1.68 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.44 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 3.00 | -2.00 |
Martin ratioReturn relative to average drawdown | 3.47 | 11.87 | -8.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MRC.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 2.14 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.91 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.40 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.27 | +0.32 |
Correlation
The correlation between MRC.L and IUKD.L 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.
Dividends
MRC.L vs. IUKD.L - Dividend Comparison
MRC.L's dividend yield for the trailing twelve months is around 3.27%, less than IUKD.L's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRC.L The Mercantile Investment Trust plc | 3.27% | 3.13% | 3.28% | 3.36% | 3.59% | 2.50% | 2.67% | 2.52% | 3.36% | 2.15% | 2.55% | 2.57% |
IUKD.L iShares UK Dividend UCITS ETF | 4.66% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Drawdowns
MRC.L vs. IUKD.L - Drawdown Comparison
The maximum MRC.L drawdown since its inception was -60.82%, roughly equal to the maximum IUKD.L drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for MRC.L and IUKD.L.
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Drawdown Indicators
| MRC.L | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.82% | -61.95% | +1.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -9.92% | -2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -19.93% | -22.91% |
Max Drawdown (10Y)Largest decline over 10 years | -54.40% | -44.34% | -10.06% |
Current DrawdownCurrent decline from peak | -8.89% | -6.08% | -2.81% |
Average DrawdownAverage peak-to-trough decline | -11.19% | -15.07% | +3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.51% | +1.01% |
Volatility
MRC.L vs. IUKD.L - Volatility Comparison
The Mercantile Investment Trust plc (MRC.L) has a higher volatility of 5.77% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 5.31%. This indicates that MRC.L's price experiences larger fluctuations and is considered to be riskier than IUKD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRC.L | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 5.31% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 8.71% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 13.56% | +3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 13.87% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 17.22% | +7.27% |