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SDUS.L vs. VPN.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SDUS.L vs. VPN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA ESG Screened UCITS ETF USD (Dist) (SDUS.L) and Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) (VPN.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SDUS.L achieves a 8.53% return, which is significantly lower than VPN.L's 29.81% return.


SDUS.L

1D
-1.38%
1M
-0.51%
6M
7.96%
YTD
8.53%
1Y
20.07%
3Y*
20.13%
5Y*
12.89%
10Y*

VPN.L

1D
-1.35%
1M
-13.39%
6M
16.18%
YTD
29.81%
1Y
44.32%
3Y*
26.86%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDUS.L vs. VPN.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SDUS.L
iShares MSCI USA ESG Screened UCITS ETF USD (Dist)
8.53%17.72%26.98%30.63%-21.32%4.22%
VPN.L
Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc)
29.81%29.31%13.54%17.68%-30.40%3.62%

Correlation

The correlation between SDUS.L and VPN.L is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2021

0.67

The correlation between SDUS.L and VPN.L has been stable across timeframes, ranging from 0.59 to 0.67 - a consistent structural relationship.

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Return for Risk

SDUS.L vs. VPN.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDUS.L
SDUS.L Risk / Return Rank: 6060
Overall Rank
SDUS.L Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SDUS.L Sortino Ratio Rank: 6565
Sortino Ratio Rank
SDUS.L Omega Ratio Rank: 5858
Omega Ratio Rank
SDUS.L Calmar Ratio Rank: 5555
Calmar Ratio Rank
SDUS.L Martin Ratio Rank: 6262
Martin Ratio Rank

VPN.L
VPN.L Risk / Return Rank: 7373
Overall Rank
VPN.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
VPN.L Sortino Ratio Rank: 7676
Sortino Ratio Rank
VPN.L Omega Ratio Rank: 6969
Omega Ratio Rank
VPN.L Calmar Ratio Rank: 7676
Calmar Ratio Rank
VPN.L Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SDUS.L vs. VPN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Screened UCITS ETF USD (Dist) (SDUS.L) and Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) (VPN.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.


SDUS.LVPN.LDifference
Sharpe ratioReturn per unit of total volatility

-0.34

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.28

1.30

-0.03

Calmar ratioReturn relative to maximum drawdown

2.11

2.87

-0.75

Martin ratioReturn relative to average drawdown

8.28

8.60

-0.32

SDUS.L vs. VPN.L - Sharpe Ratio Comparison

The current SDUS.L Sharpe Ratio is 1.53, which is comparable to the VPN.L Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of SDUS.L and VPN.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SDUS.L vs. VPN.L - Drawdown Comparison

The maximum SDUS.L drawdown since its inception was -33.87%, smaller than the maximum VPN.L drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for SDUS.L and VPN.L.


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Drawdown Indicators


SDUS.LVPN.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.87%

-38.80%

+4.93%

Max Drawdown (1Y)

Largest decline over 1 year

-9.45%

-15.39%

+5.94%

Max Drawdown (3Y)

Largest decline over 3 years

-20.24%

-25.58%

+5.34%

Max Drawdown (5Y)

Largest decline over 5 years

-26.23%

Current Drawdown

Current decline from peak

-2.08%

-15.39%

+13.31%

Average Drawdown

Average peak-to-trough decline

-5.39%

-14.64%

+9.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

5.14%

-2.72%

Volatility

SDUS.L vs. VPN.L - Volatility Comparison

The current volatility for iShares MSCI USA ESG Screened UCITS ETF USD (Dist) (SDUS.L) is 3.49%, while Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) (VPN.L) has a volatility of 7.36%. This indicates that SDUS.L experiences smaller price fluctuations and is considered to be less risky than VPN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDUS.LVPN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.49%

7.36%

-3.87%

Volatility (6M)

Calculated over the trailing 6-month period

10.23%

17.63%

-7.40%

Volatility (1Y)

Calculated over the trailing 1-year period

13.06%

23.60%

-10.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.91%

22.63%

-5.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.19%

22.63%

-4.44%

SDUS.L vs. VPN.L - Expense Ratio Comparison

SDUS.L has a 0.07% expense ratio, which is lower than VPN.L's 0.50% expense ratio.


Dividends

SDUS.L vs. VPN.L - Dividend Comparison

SDUS.L's dividend yield for the trailing twelve months is around 0.77%, while VPN.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
SDUS.L
iShares MSCI USA ESG Screened UCITS ETF USD (Dist)
0.77%0.80%0.90%1.06%1.32%0.95%1.18%1.40%0.22%
VPN.L
Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SDUS.L and VPN.L have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SDUS.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SDUS.L is cheaper with a 0.07% expense ratio, compared with 0.50% for VPN.L.

SDUS.L is categorized as Large Cap Blend Equities, while VPN.L is REIT. SDUS.L tracks Russell 1000 TR USD, while VPN.L tracks Solactive Data Center REITs & Digital Infrastructure v2 Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.07% for SDUS.L and 0.50% for VPN.L.

Portfolio Optimizer

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