PGH.L vs. IUKD.L
Compare and contrast key facts about Personal Group Holdings PLC (PGH.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
PGH.L vs. IUKD.L - Performance Comparison
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PGH.L vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGH.L Personal Group Holdings PLC | 14.70% | 78.80% | 8.83% | 0.16% | -36.97% | 63.94% | -35.98% | -19.24% | -2.99% | 37.21% |
IUKD.L iShares UK Dividend UCITS ETF | 4.87% | 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, PGH.L achieves a 14.70% return, which is significantly higher than IUKD.L's 4.87% return. Over the past 10 years, PGH.L has underperformed IUKD.L with an annualized return of 0.98%, while IUKD.L has yielded a comparatively higher 6.95% annualized return.
PGH.L
- 1D
- 0.00%
- 1M
- 18.09%
- YTD
- 14.70%
- 6M
- 7.49%
- 1Y
- 48.64%
- 3Y*
- 27.98%
- 5Y*
- 13.72%
- 10Y*
- 0.98%
IUKD.L
- 1D
- 0.61%
- 1M
- -1.41%
- YTD
- 4.87%
- 6M
- 15.26%
- 1Y
- 30.57%
- 3Y*
- 17.39%
- 5Y*
- 12.75%
- 10Y*
- 6.95%
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Return for Risk
PGH.L vs. IUKD.L — Risk / Return Rank
PGH.L
IUKD.L
PGH.L vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Personal Group Holdings PLC (PGH.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.
| PGH.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 2.24 | -0.72 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.79 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.46 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 3.17 | -0.81 |
Martin ratioReturn relative to average drawdown | 4.88 | 13.46 | -8.58 |
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
| PGH.L | IUKD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 2.24 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.92 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.40 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.28 | +0.10 |
Correlation
The correlation between PGH.L and IUKD.L is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PGH.L vs. IUKD.L - Dividend Comparison
PGH.L's dividend yield for the trailing twelve months is around 5.16%, more than IUKD.L's 4.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGH.L Personal Group Holdings PLC | 9.28% | 5.81% | 6.60% | 6.03% | 5.41% | 3.20% | 6.46% | 6.96% | 5.22% | 4.76% | 5.95% | 3.38% |
IUKD.L iShares UK Dividend UCITS ETF | 4.63% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Drawdowns
PGH.L vs. IUKD.L - Drawdown Comparison
The maximum PGH.L drawdown since its inception was -66.75%, which is greater than IUKD.L's maximum drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for PGH.L and IUKD.L.
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Drawdown Indicators
| PGH.L | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.75% | -61.95% | -4.80% |
Max Drawdown (1Y)Largest decline over 1 year | -23.63% | -9.92% | -13.71% |
Max Drawdown (5Y)Largest decline over 5 years | -57.51% | -19.93% | -37.58% |
Max Drawdown (10Y)Largest decline over 10 years | -66.75% | -44.34% | -22.41% |
Current DrawdownCurrent decline from peak | -8.49% | -5.50% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -20.93% | -15.06% | -5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.47% | 2.34% | +9.13% |
Volatility
PGH.L vs. IUKD.L - Volatility Comparison
Personal Group Holdings PLC (PGH.L) has a higher volatility of 13.83% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 5.27%. This indicates that PGH.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
| PGH.L | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.83% | 5.27% | +8.56% |
Volatility (6M)Calculated over the trailing 6-month period | 25.75% | 8.72% | +17.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.37% | 13.57% | +21.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.80% | 13.87% | +16.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.47% | 17.22% | +11.25% |