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SEDY.L vs. IDVY.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SEDY.L vs. IDVY.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Emerging Markets Dividend UCITS ETF (SEDY.L) and iShares Euro Dividend UCITS ETF (IDVY.AS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SEDY.L is traded in GBp, while IDVY.AS is traded in EUR. To make them comparable, the IDVY.AS values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, SEDY.L achieves a 10.72% return, which is significantly higher than IDVY.AS's 6.90% return. Both investments have delivered pretty close results over the past 10 years, with SEDY.L having a 8.20% annualized return and IDVY.AS not far ahead at 8.32%.


SEDY.L

1D
-0.38%
1M
-1.17%
YTD
10.72%
6M
10.19%
1Y
29.05%
3Y*
17.66%
5Y*
5.46%
10Y*
8.20%

IDVY.AS

1D
0.00%
1M
3.15%
YTD
6.90%
6M
9.47%
1Y
23.76%
3Y*
20.02%
5Y*
9.13%
10Y*
8.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SEDY.L vs. IDVY.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SEDY.L
iShares Emerging Markets Dividend UCITS ETF
10.72%18.69%8.71%13.01%-22.64%12.64%-5.85%10.44%0.26%14.72%
IDVY.AS
iShares Euro Dividend UCITS ETF
7.42%49.51%3.68%2.34%-9.37%17.02%-13.22%13.59%-9.40%14.66%

Correlation

The correlation between SEDY.L and IDVY.AS is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.43

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

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Nov 30, 2011

0.54

The correlation between SEDY.L and IDVY.AS shifts across timeframes, from 0.41 (5 years) to 0.54 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SEDY.L vs. IDVY.AS — Risk / Return Rank

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

SEDY.L
SEDY.L Risk / Return Rank: 8181
Overall Rank
SEDY.L Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
SEDY.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
SEDY.L Omega Ratio Rank: 7777
Omega Ratio Rank
SEDY.L Calmar Ratio Rank: 9191
Calmar Ratio Rank
SEDY.L Martin Ratio Rank: 8181
Martin Ratio Rank

IDVY.AS
IDVY.AS Risk / Return Rank: 5252
Overall Rank
IDVY.AS Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
IDVY.AS Sortino Ratio Rank: 5252
Sortino Ratio Rank
IDVY.AS Omega Ratio Rank: 5454
Omega Ratio Rank
IDVY.AS Calmar Ratio Rank: 5454
Calmar Ratio Rank
IDVY.AS Martin Ratio Rank: 4949
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.

SEDY.L vs. IDVY.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Dividend UCITS ETF (SEDY.L) and iShares Euro Dividend UCITS ETF (IDVY.AS). 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.


SEDY.LIDVY.ASDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+0.78

Omega ratioGain probability vs. loss probability

1.45

1.36

+0.08

Calmar ratioReturn relative to maximum drawdown

5.95

2.58

+3.37

Martin ratioReturn relative to average drawdown

15.57

8.78

+6.79

SEDY.L vs. IDVY.AS - Sharpe Ratio Comparison

The current SEDY.L Sharpe Ratio is 2.53, which is comparable to the IDVY.AS Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of SEDY.L and IDVY.AS, 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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Sharpe Ratios by Period


SEDY.LIDVY.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.53

1.97

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.59

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.48

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.18

+0.11

Drawdowns

SEDY.L vs. IDVY.AS - Drawdown Comparison

The maximum SEDY.L drawdown since its inception was -43.56%, smaller than the maximum IDVY.AS drawdown of -60.31%. Use the drawdown chart below to compare losses from any high point for SEDY.L and IDVY.AS.


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Drawdown Indicators


SEDY.LIDVY.ASDifference

Max Drawdown

Largest peak-to-trough decline

-43.56%

-60.31%

+16.75%

Max Drawdown (1Y)

Largest decline over 1 year

-4.86%

-9.08%

+4.22%

Max Drawdown (3Y)

Largest decline over 3 years

-11.92%

-11.48%

-0.44%

Max Drawdown (5Y)

Largest decline over 5 years

-29.66%

-21.08%

-8.58%

Max Drawdown (10Y)

Largest decline over 10 years

-30.39%

-39.44%

+9.05%

Current Drawdown

Current decline from peak

-3.28%

-1.55%

-1.73%

Average Drawdown

Average peak-to-trough decline

-12.16%

-16.08%

+3.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.86%

2.69%

-0.83%

Volatility

SEDY.L vs. IDVY.AS - Volatility Comparison

iShares Emerging Markets Dividend UCITS ETF (SEDY.L) has a higher volatility of 4.19% compared to iShares Euro Dividend UCITS ETF (IDVY.AS) at 3.35%. This indicates that SEDY.L's price experiences larger fluctuations and is considered to be riskier than IDVY.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEDY.LIDVY.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.19%

3.35%

+0.84%

Volatility (6M)

Calculated over the trailing 6-month period

9.07%

9.85%

-0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

11.43%

11.88%

-0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.75%

15.28%

-0.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.22%

17.24%

-1.02%

SEDY.L vs. IDVY.AS - Expense Ratio Comparison

SEDY.L has a 0.65% expense ratio, which is higher than IDVY.AS's 0.40% expense ratio.


Dividends

SEDY.L vs. IDVY.AS - Dividend Comparison

SEDY.L's dividend yield for the trailing twelve months is around 5.28%, more than IDVY.AS's 3.99% yield.


PositionTTM20252024202320222021202020192018201720162015
IDVY.AS
iShares Euro Dividend UCITS ETF
3.99%4.36%5.85%5.84%5.28%3.68%3.57%4.84%4.76%3.91%3.97%4.00%
SEDY.L
iShares Emerging Markets Dividend UCITS ETF
5.28%5.72%7.74%7.98%9.33%6.41%5.11%5.84%5.54%4.08%4.25%6.31%

Frequently Asked Questions


SEDY.L and IDVY.AS have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDVY.AS is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDVY.AS is cheaper with a 0.40% expense ratio, compared with 0.65% for SEDY.L.

SEDY.L is categorized as Emerging Markets Equities, while IDVY.AS is Europe Equities. SEDY.L tracks MSCI EM NR USD, while IDVY.AS tracks MSCI EMU NR EUR. Their fees differ too: 0.65% for SEDY.L and 0.40% for IDVY.AS.

Portfolio Optimizer

Find the right allocation for SEDY.L and IDVY.AS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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