UDVD.L vs. FUSD.L
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and Fidelity US Quality Income ETF Inc (FUSD.L).
UDVD.L and FUSD.L 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. FUSD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index NR. It was launched on Jun 21, 2023. Both UDVD.L and FUSD.L 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 FUSD.L.
Correlation
The correlation between UDVD.L and FUSD.L is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UDVD.L vs. FUSD.L - Performance Comparison
Key characteristics
UDVD.L:
1.12
FUSD.L:
1.36
UDVD.L:
1.63
FUSD.L:
1.93
UDVD.L:
1.20
FUSD.L:
1.25
UDVD.L:
1.16
FUSD.L:
2.53
UDVD.L:
3.30
FUSD.L:
6.97
UDVD.L:
3.47%
FUSD.L:
2.22%
UDVD.L:
10.15%
FUSD.L:
11.46%
UDVD.L:
-36.12%
FUSD.L:
-35.82%
UDVD.L:
-4.87%
FUSD.L:
-1.31%
Returns By Period
In the year-to-date period, UDVD.L achieves a 3.05% return, which is significantly higher than FUSD.L's 2.66% return.
UDVD.L
3.05%
0.71%
0.39%
11.84%
7.17%
8.57%
FUSD.L
2.66%
1.14%
4.77%
17.83%
11.97%
N/A
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UDVD.L vs. FUSD.L - Expense Ratio Comparison
UDVD.L has a 0.35% expense ratio, which is higher than FUSD.L's 0.25% expense ratio.
Risk-Adjusted Performance
UDVD.L vs. FUSD.L — Risk-Adjusted Performance Rank
UDVD.L
FUSD.L
UDVD.L vs. FUSD.L - 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 Fidelity US Quality Income ETF Inc (FUSD.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.
Dividends
UDVD.L vs. FUSD.L - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 1.97%, more than FUSD.L's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 1.97% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% | 1.76% |
FUSD.L Fidelity US Quality Income ETF Inc | 1.77% | 1.85% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.19% | 1.24% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDVD.L vs. FUSD.L - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, roughly equal to the maximum FUSD.L drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for UDVD.L and FUSD.L. For additional features, visit the drawdowns tool.
Volatility
UDVD.L vs. FUSD.L - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.26%, while Fidelity US Quality Income ETF Inc (FUSD.L) has a volatility of 3.43%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than FUSD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.