UDVD.L vs. DGRO
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and iShares Core Dividend Growth ETF (DGRO).
UDVD.L and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UDVD.L is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Oct 14, 2011. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both UDVD.L and DGRO 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: UDVD.L or DGRO.
Correlation
The correlation between UDVD.L and DGRO is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UDVD.L vs. DGRO - Performance Comparison
Key characteristics
UDVD.L:
1.09
DGRO:
1.79
UDVD.L:
1.59
DGRO:
2.54
UDVD.L:
1.19
DGRO:
1.32
UDVD.L:
1.13
DGRO:
2.81
UDVD.L:
3.19
DGRO:
8.53
UDVD.L:
3.48%
DGRO:
2.08%
UDVD.L:
10.16%
DGRO:
9.93%
UDVD.L:
-36.12%
DGRO:
-35.10%
UDVD.L:
-4.46%
DGRO:
-1.23%
Returns By Period
In the year-to-date period, UDVD.L achieves a 3.49% return, which is significantly lower than DGRO's 3.95% return. Over the past 10 years, UDVD.L has underperformed DGRO with an annualized return of 8.59%, while DGRO has yielded a comparatively higher 11.63% annualized return.
UDVD.L
3.49%
2.09%
-0.09%
11.94%
7.26%
8.59%
DGRO
3.95%
1.37%
5.07%
16.17%
11.10%
11.63%
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UDVD.L vs. DGRO - Expense Ratio Comparison
UDVD.L has a 0.35% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
UDVD.L vs. DGRO — Risk-Adjusted Performance Rank
UDVD.L
DGRO
UDVD.L vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and iShares Core Dividend Growth ETF (DGRO). 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
UDVD.L vs. DGRO - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 1.96%, less than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 1.96% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% | 1.76% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
UDVD.L vs. DGRO - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for UDVD.L and DGRO. For additional features, visit the drawdowns tool.
Volatility
UDVD.L vs. DGRO - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.28%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.47%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.