UDVD.L vs. EXSH.DE
UDVD.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both exchange-traded funds - UDVD.L is a Large Cap Blend Equities fund tracking the S&P High Yield Dividend Aristocrats Index, while EXSH.DE is a Europe Equities fund tracking the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, UDVD.L returned 9.13%/yr vs 10.76%/yr for EXSH.DE. A 0.59 correlation means they provide meaningful diversification when combined. UDVD.L charges 0.35%/yr vs 0.32%/yr for EXSH.DE.
Performance
UDVD.L vs. EXSH.DE - Performance Comparison
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Different Trading Currencies
UDVD.L is traded in USD, while EXSH.DE is traded in EUR. To make them comparable, the EXSH.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, UDVD.L achieves a 9.25% return, which is significantly lower than EXSH.DE's 13.11% return. Over the past 10 years, UDVD.L has underperformed EXSH.DE with an annualized return of 9.13%, while EXSH.DE has yielded a comparatively higher 10.76% annualized return.
UDVD.L
- 1D
- 1.09%
- 1M
- 3.93%
- YTD
- 9.25%
- 6M
- 8.96%
- 1Y
- 14.72%
- 3Y*
- 9.81%
- 5Y*
- 6.14%
- 10Y*
- 9.13%
EXSH.DE
- 1D
- 1.76%
- 1M
- 1.47%
- YTD
- 13.11%
- 6M
- 17.81%
- 1Y
- 33.26%
- 3Y*
- 25.55%
- 5Y*
- 11.05%
- 10Y*
- 10.76%
UDVD.L vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 9.25% | 8.57% | 7.64% | 2.06% | -0.33% | 25.05% | 0.77% | 22.65% | -3.94% | 15.73% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.11% | 63.43% | -1.08% | 13.34% | -16.03% | 13.83% | -1.36% | 24.18% | -9.80% | 19.29% |
Correlation
The correlation between UDVD.L and EXSH.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2011 | 0.59 |
Over the past year, the correlation between UDVD.L and EXSH.DE has dropped to 0.38 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.
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Return for Risk
UDVD.L vs. EXSH.DE — Risk / Return Rank
UDVD.L
EXSH.DE
UDVD.L vs. EXSH.DE - Risk-Adjusted Trends 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 STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE). 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.
| UDVD.L | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.41 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 3.81 | -1.73 |
| Martin ratioReturn relative to average drawdown | 5.24 | 12.30 | -7.06 |
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Drawdowns
UDVD.L vs. EXSH.DE - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, smaller than the maximum EXSH.DE drawdown of -72.18%. Use the drawdown chart below to compare losses from any high point for UDVD.L and EXSH.DE.
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Drawdown Indicators
| UDVD.L | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -72.18% | +36.06% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -8.69% | +1.63% |
Max Drawdown (3Y)Largest decline over 3 years | -15.26% | -13.53% | -1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -15.26% | -35.17% | +19.91% |
Max Drawdown (10Y)Largest decline over 10 years | -36.12% | -40.79% | +4.67% |
Current DrawdownCurrent decline from peak | -1.58% | -1.75% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -31.19% | +27.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.70% | +0.10% |
Volatility
UDVD.L vs. EXSH.DE - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.81%, while iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a volatility of 4.59%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDVD.L | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 4.59% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 11.81% | -4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.98% | 14.42% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 18.05% | -4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 19.36% | -3.66% |
UDVD.L vs. EXSH.DE - Expense Ratio Comparison
UDVD.L has a 0.35% expense ratio, which is higher than EXSH.DE's 0.32% expense ratio.
Dividends
UDVD.L vs. EXSH.DE - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 2.01%, less than EXSH.DE's 4.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.44% | 5.06% | 5.08% | 5.55% | 5.26% | 3.26% | 3.11% | 3.90% | 3.85% | 4.36% | 4.33% | 3.44% |
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.01% | 2.17% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% |
Frequently Asked Questions
UDVD.L and EXSH.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.35% for UDVD.L.
UDVD.L is categorized as Large Cap Blend Equities, while EXSH.DE is Europe Equities. UDVD.L tracks S&P High Yield Dividend Aristocrats Index, while EXSH.DE tracks STOXX® Europe Select Dividend 30. They also come from different issuers: State Street and iShares. Their fees differ too: 0.35% for UDVD.L and 0.32% for EXSH.DE.
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