UDVD.L vs. ISPA.DE
UDVD.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) and ISPA.DE (iShares STOXX Global Select Dividend 100 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 ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, UDVD.L returned 8.80%/yr vs 9.05%/yr for ISPA.DE. A 0.67 correlation means they provide meaningful diversification when combined. UDVD.L charges 0.35%/yr vs 0.46%/yr for ISPA.DE.
Performance
UDVD.L vs. ISPA.DE - Performance Comparison
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Different Trading Currencies
UDVD.L is traded in USD, while ISPA.DE is traded in EUR. To make them comparable, the ISPA.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 7.37% return, which is significantly lower than ISPA.DE's 10.18% return. Both investments have delivered pretty close results over the past 10 years, with UDVD.L having a 8.80% annualized return and ISPA.DE not far ahead at 9.05%.
UDVD.L
- 1D
- 0.28%
- 1M
- 0.99%
- YTD
- 7.37%
- 6M
- 8.92%
- 1Y
- 13.12%
- 3Y*
- 9.29%
- 5Y*
- 5.73%
- 10Y*
- 8.80%
ISPA.DE
- 1D
- -0.55%
- 1M
- -0.88%
- YTD
- 10.18%
- 6M
- 13.30%
- 1Y
- 28.37%
- 3Y*
- 20.73%
- 5Y*
- 9.19%
- 10Y*
- 9.05%
UDVD.L vs. ISPA.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 | 7.37% | 8.57% | 7.64% | 2.06% | -0.33% | 25.05% | 0.77% | 22.65% | -3.94% | 15.73% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 10.18% | 35.16% | 6.51% | 8.10% | -7.32% | 13.12% | -0.24% | 21.61% | -11.35% | 17.53% |
Correlation
The correlation between UDVD.L and ISPA.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2011 | 0.67 |
The correlation between UDVD.L and ISPA.DE shifts across timeframes, from 0.50 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UDVD.L vs. ISPA.DE — Risk / Return Rank
UDVD.L
ISPA.DE
UDVD.L vs. ISPA.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 Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| UDVD.L | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.46 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 5.24 | -3.39 |
| Martin ratioReturn relative to average drawdown | 4.67 | 17.51 | -12.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDVD.L | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.64 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.63 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.52 | +0.20 |
Drawdowns
UDVD.L vs. ISPA.DE - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, smaller than the maximum ISPA.DE drawdown of -40.27%. Use the drawdown chart below to compare losses from any high point for UDVD.L and ISPA.DE.
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Drawdown Indicators
| UDVD.L | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -40.27% | +4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -5.39% | -1.67% |
Max Drawdown (3Y)Largest decline over 3 years | -15.26% | -13.69% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -15.26% | -25.57% | +10.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.12% | -40.27% | +4.15% |
Current DrawdownCurrent decline from peak | -3.27% | -3.12% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -5.94% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.62% | +1.18% |
Volatility
UDVD.L vs. ISPA.DE - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.62%, while iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) has a volatility of 3.17%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 3.17% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 8.27% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.93% | 10.69% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 14.43% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 16.24% | -0.54% |
UDVD.L vs. ISPA.DE - Expense Ratio Comparison
UDVD.L has a 0.35% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
UDVD.L vs. ISPA.DE - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 2.04%, less than ISPA.DE's 3.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.79% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.04% | 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 ISPA.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UDVD.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UDVD.L is cheaper with a 0.35% expense ratio, compared with 0.46% for ISPA.DE.
UDVD.L is categorized as Large Cap Blend Equities, while ISPA.DE is Global Equities. UDVD.L tracks S&P High Yield Dividend Aristocrats Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.35% for UDVD.L and 0.46% for ISPA.DE.
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