SDUE.L vs. SAEU.L
Compare and contrast key facts about iShares MSCI Europe ESG Screened UCITS ETF EUR (Dist) (SDUE.L) and iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) (SAEU.L).
SDUE.L and SAEU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDUE.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Oct 19, 2018. SAEU.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Oct 19, 2018. Both SDUE.L and SAEU.L 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: SDUE.L or SAEU.L.
Correlation
The correlation between SDUE.L and SAEU.L is 0.95, 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
SDUE.L vs. SAEU.L - Performance Comparison
Key characteristics
SDUE.L:
1.21
SAEU.L:
1.14
SDUE.L:
1.75
SAEU.L:
1.65
SDUE.L:
1.21
SAEU.L:
1.19
SDUE.L:
2.03
SAEU.L:
1.50
SDUE.L:
4.83
SAEU.L:
4.19
SDUE.L:
2.66%
SAEU.L:
2.90%
SDUE.L:
10.58%
SAEU.L:
10.65%
SDUE.L:
-27.99%
SAEU.L:
-28.68%
SDUE.L:
-0.72%
SAEU.L:
-0.68%
Returns By Period
The year-to-date returns for both investments are quite close, with SDUE.L having a 7.32% return and SAEU.L slightly higher at 7.35%.
SDUE.L
7.32%
5.33%
6.78%
12.94%
8.06%
N/A
SAEU.L
7.35%
5.33%
6.59%
12.35%
7.62%
N/A
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SDUE.L vs. SAEU.L - Expense Ratio Comparison
Both SDUE.L and SAEU.L have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SDUE.L vs. SAEU.L — Risk-Adjusted Performance Rank
SDUE.L
SAEU.L
SDUE.L vs. SAEU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe ESG Screened UCITS ETF EUR (Dist) (SDUE.L) and iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) (SAEU.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
SDUE.L vs. SAEU.L - Dividend Comparison
SDUE.L's dividend yield for the trailing twelve months is around 3.24%, while SAEU.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
SDUE.L iShares MSCI Europe ESG Screened UCITS ETF EUR (Dist) | 3.24% | 3.47% | 3.16% | 3.24% | 2.54% | 2.03% | 3.43% | 0.19% |
SAEU.L iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SDUE.L vs. SAEU.L - Drawdown Comparison
The maximum SDUE.L drawdown since its inception was -27.99%, roughly equal to the maximum SAEU.L drawdown of -28.68%. Use the drawdown chart below to compare losses from any high point for SDUE.L and SAEU.L. For additional features, visit the drawdowns tool.
Volatility
SDUE.L vs. SAEU.L - Volatility Comparison
iShares MSCI Europe ESG Screened UCITS ETF EUR (Dist) (SDUE.L) and iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) (SAEU.L) have volatilities of 3.77% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.