SDIU.L vs. UNCU.L
SDIU.L (Global X SuperDividend UCITS ETF USD Cap) and UNCU.L (First Trust US Equity Income UCITS ETF Class B) are both Dividend funds - SDIU.L tracks the Global X SuperDividend UCITS ETF USD Cap while UNCU.L tracks the First Trust US Equity Income UCITS ETF Class B. Both are passively managed. Over the past 3 years, SDIU.L returned 13.23%/yr vs 15.69%/yr for UNCU.L. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
SDIU.L vs. UNCU.L - Performance Comparison
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Returns By Period
In the year-to-date period, SDIU.L achieves a 7.75% return, which is significantly lower than UNCU.L's 17.23% return.
SDIU.L
- 1D
- 0.49%
- 1M
- 0.42%
- 6M
- 4.40%
- YTD
- 7.75%
- 1Y
- 16.48%
- 3Y*
- 13.23%
- 5Y*
- —
- 10Y*
- —
UNCU.L
- 1D
- 1.02%
- 1M
- 2.16%
- 6M
- 14.18%
- YTD
- 17.23%
- 1Y
- 23.41%
- 3Y*
- 15.69%
- 5Y*
- 9.86%
- 10Y*
- —
SDIU.L vs. UNCU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SDIU.L Global X SuperDividend UCITS ETF USD Cap | 7.75% | 28.35% | 0.34% | 5.69% | -26.83% |
UNCU.L First Trust US Equity Income UCITS ETF Class B | 17.23% | 7.54% | 6.63% | 17.16% | -6.56% |
Correlation
The correlation between SDIU.L and UNCU.L is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.58 |
The correlation between SDIU.L and UNCU.L has been stable across timeframes, ranging from 0.49 to 0.58 - a consistent structural relationship.
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Return for Risk
SDIU.L vs. UNCU.L — Risk / Return Rank
SDIU.L
UNCU.L
SDIU.L vs. UNCU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend UCITS ETF USD Cap (SDIU.L) and First Trust US Equity Income UCITS ETF Class B (UNCU.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.
| SDIU.L | UNCU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.48 | -0.82 |
| Martin ratioReturn relative to average drawdown | 6.43 | 9.18 | -2.76 |
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Drawdowns
SDIU.L vs. UNCU.L - Drawdown Comparison
The maximum SDIU.L drawdown since its inception was -35.60%, smaller than the maximum UNCU.L drawdown of -45.45%. Use the drawdown chart below to compare losses from any high point for SDIU.L and UNCU.L.
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Drawdown Indicators
| SDIU.L | UNCU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.60% | -45.45% | +9.85% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -6.71% | +0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -18.80% | -21.42% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.42% | — |
Current DrawdownCurrent decline from peak | -3.43% | 0.00% | -3.43% |
Average DrawdownAverage peak-to-trough decline | -18.95% | -6.94% | -12.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.54% | +0.10% |
Volatility
SDIU.L vs. UNCU.L - Volatility Comparison
The current volatility for Global X SuperDividend UCITS ETF USD Cap (SDIU.L) is 3.28%, while First Trust US Equity Income UCITS ETF Class B (UNCU.L) has a volatility of 3.92%. This indicates that SDIU.L experiences smaller price fluctuations and is considered to be less risky than UNCU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDIU.L | UNCU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 3.92% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 8.80% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 12.72% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 17.82% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 22.16% | -5.13% |
Dividends
SDIU.L vs. UNCU.L - Dividend Comparison
Neither SDIU.L nor UNCU.L has paid dividends to shareholders.
Frequently Asked Questions
SDIU.L and UNCU.L have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDIU.L tracks Global X SuperDividend UCITS ETF USD Cap, while UNCU.L tracks First Trust US Equity Income UCITS ETF Class B. They also come from different issuers: Global X and First Trust.
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