UDIV.DE vs. URTH
UDIV.DE (Global X SuperDividend UCITS ETF USD Distributing) and URTH (iShares MSCI World ETF) are both exchange-traded funds - UDIV.DE is a Dividend fund tracking the Solactive Global SuperDividend Index, while URTH is a Global Equities fund tracking the MSCI World Index (Net). Both are passively managed. Over the past 3 years, UDIV.DE returned 12.28%/yr vs 18.08%/yr for URTH. At a 0.36 correlation, their price movements are largely independent. UDIV.DE charges 0.45%/yr vs 0.24%/yr for URTH.
Performance
UDIV.DE vs. URTH - Performance Comparison
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Different Trading Currencies
UDIV.DE is traded in EUR, while URTH is traded in USD. To make them comparable, the URTH values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UDIV.DE achieves a 8.64% return, which is significantly lower than URTH's 11.61% return.
UDIV.DE
- 1D
- 0.00%
- 1M
- -0.41%
- YTD
- 8.64%
- 6M
- 9.27%
- 1Y
- 22.78%
- 3Y*
- 12.28%
- 5Y*
- —
- 10Y*
- —
URTH
- 1D
- 0.08%
- 1M
- 0.63%
- YTD
- 11.61%
- 6M
- 10.75%
- 1Y
- 24.86%
- 3Y*
- 18.08%
- 5Y*
- 12.30%
- 10Y*
- 13.34%
UDIV.DE vs. URTH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UDIV.DE Global X SuperDividend UCITS ETF USD Distributing | 8.64% | 14.37% | 5.51% | 2.25% | -22.42% |
URTH iShares MSCI World ETF | 11.61% | 6.96% | 26.49% | 20.23% | -8.21% |
Correlation
The correlation between UDIV.DE and URTH is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Feb 17, 2022 | 0.36 |
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Return for Risk
UDIV.DE vs. URTH — Risk / Return Rank
UDIV.DE
URTH
UDIV.DE vs. URTH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend UCITS ETF USD Distributing (UDIV.DE) and iShares MSCI World ETF (URTH). 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.
| UDIV.DE | URTH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.39 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.90 | 3.81 | +1.10 |
| Martin ratioReturn relative to average drawdown | 16.11 | 15.56 | +0.55 |
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Drawdowns
UDIV.DE vs. URTH - Drawdown Comparison
The maximum UDIV.DE drawdown since its inception was -30.22%, smaller than the maximum URTH drawdown of -33.45%. Use the drawdown chart below to compare losses from any high point for UDIV.DE and URTH.
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Drawdown Indicators
| UDIV.DE | URTH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.22% | -33.45% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -4.67% | -6.56% | +1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -20.11% | -20.94% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.45% | — |
Current DrawdownCurrent decline from peak | -2.53% | -1.00% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -15.45% | -4.09% | -11.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.60% | -0.18% |
Volatility
UDIV.DE vs. URTH - Volatility Comparison
The current volatility for Global X SuperDividend UCITS ETF USD Distributing (UDIV.DE) is 3.26%, while iShares MSCI World ETF (URTH) has a volatility of 3.76%. This indicates that UDIV.DE experiences smaller price fluctuations and is considered to be less risky than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDIV.DE | URTH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.76% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.21% | 9.09% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.45% | 12.05% | -1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 15.43% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.27% | 17.20% | -1.93% |
UDIV.DE vs. URTH - Expense Ratio Comparison
UDIV.DE has a 0.45% expense ratio, which is higher than URTH's 0.24% expense ratio.
Dividends
UDIV.DE vs. URTH - Dividend Comparison
UDIV.DE's dividend yield for the trailing twelve months is around 9.12%, more than URTH's 1.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDIV.DE Global X SuperDividend UCITS ETF USD Distributing | 9.12% | 9.75% | 11.22% | 12.49% | 8.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
URTH iShares MSCI World ETF | 1.42% | 1.48% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% |
Frequently Asked Questions
UDIV.DE and URTH have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, URTH is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
URTH is cheaper with a 0.24% expense ratio, compared with 0.45% for UDIV.DE.
UDIV.DE is categorized as Dividend, while URTH is Global Equities. UDIV.DE tracks Solactive Global SuperDividend Index, while URTH tracks MSCI World Index (Net). They also come from different issuers: Global X and iShares. Their fees differ too: 0.45% for UDIV.DE and 0.24% for URTH.
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