PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
UDVD.L vs. SUKC.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UDVD.L vs. SUKC.L

Last updated Jun 5, 2026

UDVD.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) and SUKC.L (SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF) are both exchange-traded funds - UDVD.L is a Large Cap Blend Equities fund tracking the S&P High Yield Dividend Aristocrats Index, while SUKC.L is a European Corporate Bonds fund tracking the Markit iBoxx GBP NonGilts 1-5 TR. Both are passively managed. Over the past 10 years, UDVD.L returned 8.82%/yr vs 1.10%/yr for SUKC.L. At a 0.20 correlation, their price movements are largely independent. UDVD.L charges 0.35%/yr vs 0.20%/yr for SUKC.L.

Performance

UDVD.L vs. SUKC.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SUKC.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

UDVD.L is traded in USD, while SUKC.L is traded in GBP. To make them comparable, the SUKC.L 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 6.99% return, which is significantly higher than SUKC.L's -1.71% return. Over the past 10 years, UDVD.L has outperformed SUKC.L with an annualized return of 8.82%, while SUKC.L has yielded a comparatively lower 1.10% annualized return.

UDVD.L

1D
0.11%
1M
0.79%
YTD
6.99%
6M
7.81%
1Y
12.89%
3Y*
9.74%
5Y*
5.66%
10Y*
8.82%

SUKC.L

1D
0.25%
1M
0.25%
YTD
-1.71%
6M
-0.85%
1Y
-1.19%
3Y*
7.26%
5Y*
0.43%
10Y*
1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UDVD.L vs. SUKC.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
UDVD.L
SPDR S&P US Dividend Aristocrats UCITS ETF Dis		6.99%8.57%7.64%2.06%-0.33%25.04%0.77%22.66%-3.94%15.71%
SUKC.L
SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF		-1.71%11.74%3.07%12.83%-15.85%-1.69%6.23%8.85%-6.07%12.06%

Correlation

The correlation between UDVD.L and SUKC.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Feb 21, 2014

0.20

The correlation between UDVD.L and SUKC.L shifts across timeframes, from 0.20 (all time) to 0.30 (5 years), reflecting how their relationship changes across market environments.

UDVD.L vs. SUKC.L - Sectors Allocation Comparison

Sectors
UDVD.L
SUKC.L

Industrials

17.5%
1.3%

Consumer Defensive

17.0%
2.0%

Utilities

14.8%
1.0%

Financial Services

11.5%
36.3%

Technology

8.9%
0.4%

Basic Materials

6.4%
0.3%

Healthcare

6.2%
1.2%

Consumer Cyclical

5.2%
3.8%

Real Estate

4.6%
3.2%

Energy

4.5%
0.2%

Communication Services

3.5%
3.5%

Industrials

UDVD.L
17.5%
SUKC.L
1.3%

Consumer Defensive

UDVD.L
17.0%
SUKC.L
2.0%

Utilities

UDVD.L
14.8%
SUKC.L
1.0%

Financial Services

UDVD.L
11.5%
SUKC.L
36.3%

Technology

UDVD.L
8.9%
SUKC.L
0.4%

Basic Materials

UDVD.L
6.4%
SUKC.L
0.3%

Healthcare

UDVD.L
6.2%
SUKC.L
1.2%

Consumer Cyclical

UDVD.L
5.2%
SUKC.L
3.8%

Real Estate

UDVD.L
4.6%
SUKC.L
3.2%

Energy

UDVD.L
4.5%
SUKC.L
0.2%

Communication Services

UDVD.L
3.5%
SUKC.L
3.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SPDR S&P US Dividend Aristocrats UCITS ETF Dis

SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF

Often compared with UDVD.L:
UDVD.L vs. SCHDUDVD.L vs. USDV.LUDVD.L vs. VHYD.LUDVD.L vs. JEPQUDVD.L vs. WQDV.LUDVD.L vs. VWRD.LUDVD.L vs. DGRO
Often compared with SUKC.L:
SUKC.L vs. TI5G.LSUKC.L vs. IGCB.LSUKC.L vs. SWDA.LSUKC.L vs. XBLC.LSUKC.L vs. GBP5.LSUKC.L vs. ACWI.LSUKC.L vs. IMID.L

Return for Risk

UDVD.L vs. SUKC.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UDVD.L
UDVD.L Risk / Return Rank: 3636
Overall Rank
UDVD.L Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
UDVD.L Sortino Ratio Rank: 3939
Sortino Ratio Rank
UDVD.L Omega Ratio Rank: 3535
Omega Ratio Rank
UDVD.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
UDVD.L Martin Ratio Rank: 3232
Martin Ratio Rank
SUKC.L
SUKC.L Risk / Return Rank: 88
Overall Rank
SUKC.L Sharpe Ratio Rank: 99
Sharpe Ratio Rank
SUKC.L Sortino Ratio Rank: 88
Sortino Ratio Rank
SUKC.L Omega Ratio Rank: 88
Omega Ratio Rank
SUKC.L Calmar Ratio Rank: 88
Calmar Ratio Rank
SUKC.L Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UDVD.L vs. SUKC.L - 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 SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SUKC.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.

UDVD.LSUKC.LDifference
Sharpe ratioReturn per unit of total volatility
1.29
-0.11

+1.41

Sortino ratioReturn per unit of downside risk
1.96
-0.09

+2.04

Omega ratioGain probability vs. loss probability

1.23

0.99

+0.24

Calmar ratioReturn relative to maximum drawdown

1.82

-0.15

+1.97

Martin ratioReturn relative to average drawdown

4.63

-0.29

+4.92

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UDVD.L vs. SUKC.L - Sharpe Ratio Comparison

The current UDVD.L Sharpe Ratio is 1.29, which is higher than the SUKC.L Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of UDVD.L and SUKC.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

UDVD.LSUKC.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

-0.11

+1.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.04

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.10

+0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.03

+0.68

Drawdowns

UDVD.L vs. SUKC.L - Drawdown Comparison

The maximum UDVD.L drawdown since its inception was -36.12%, which is greater than SUKC.L's maximum drawdown of -34.29%. Use the drawdown chart below to compare losses from any high point for UDVD.L and SUKC.L.

Loading charts...

Drawdown Indicators

UDVD.LSUKC.LDifference

Max Drawdown

Largest peak-to-trough decline

-36.12%

-34.29%

-1.83%

Max Drawdown (1Y)

Largest decline over 1 year

-7.06%

-7.78%

+0.72%

Max Drawdown (3Y)

Largest decline over 3 years

-15.26%

-8.86%

-6.40%

Max Drawdown (5Y)

Largest decline over 5 years

-15.26%

-32.80%

+17.54%

Max Drawdown (10Y)

Largest decline over 10 years

-36.12%

-32.80%

-3.32%

Current Drawdown

Current decline from peak

-3.61%

-4.63%

+1.02%

Average Drawdown

Average peak-to-trough decline

-3.44%

-11.96%

+8.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

4.13%

-1.35%

Volatility

UDVD.L vs. SUKC.L - Volatility Comparison

SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF (SUKC.L) have volatilities of 2.64% and 2.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

UDVD.LSUKC.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.64%

2.57%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

7.08%

6.93%

+0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

9.92%

10.37%

-0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

10.47%

+3.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.70%

10.96%

+4.74%

UDVD.L vs. SUKC.L - Expense Ratio Comparison

UDVD.L has a 0.35% expense ratio, which is higher than SUKC.L's 0.20% expense ratio.

Dividends

UDVD.L vs. SUKC.L - Dividend Comparison

UDVD.L's dividend yield for the trailing twelve months is around 2.05%, while SUKC.L has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
SUKC.L
SPDR Bloomberg 0-5 Year Sterling Corporate Bond UCITS ETF		0.00%2.29%4.41%3.05%1.76%1.77%1.97%1.93%1.88%2.44%2.40%2.55%
UDVD.L
SPDR S&P US Dividend Aristocrats UCITS ETF Dis		2.05%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 SUKC.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SUKC.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SUKC.L is cheaper with a 0.20% expense ratio, compared with 0.35% for UDVD.L.

UDVD.L is categorized as Large Cap Blend Equities, while SUKC.L is European Corporate Bonds. UDVD.L tracks S&P High Yield Dividend Aristocrats Index, while SUKC.L tracks Markit iBoxx GBP NonGilts 1-5 TR. Their fees differ too: 0.35% for UDVD.L and 0.20% for SUKC.L.

Portfolio Optimizer

Find the right allocation for UDVD.L and SUKC.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer