UDVD.L vs. VWRD.L
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and Vanguard FTSE All-World UCITS ETF (VWRD.L).
UDVD.L and VWRD.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. VWRD.L is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019. Both UDVD.L and VWRD.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 VWRD.L.
Correlation
The correlation between UDVD.L and VWRD.L is 0.75, 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. VWRD.L - Performance Comparison
Key characteristics
UDVD.L:
1.12
VWRD.L:
1.55
UDVD.L:
1.63
VWRD.L:
2.13
UDVD.L:
1.20
VWRD.L:
1.28
UDVD.L:
1.16
VWRD.L:
2.31
UDVD.L:
3.30
VWRD.L:
9.04
UDVD.L:
3.47%
VWRD.L:
1.96%
UDVD.L:
10.15%
VWRD.L:
11.53%
UDVD.L:
-36.12%
VWRD.L:
-33.83%
UDVD.L:
-4.87%
VWRD.L:
-0.48%
Returns By Period
In the year-to-date period, UDVD.L achieves a 3.05% return, which is significantly lower than VWRD.L's 4.37% return. Over the past 10 years, UDVD.L has underperformed VWRD.L with an annualized return of 8.57%, while VWRD.L has yielded a comparatively higher 9.29% annualized return.
UDVD.L
3.05%
0.71%
0.39%
11.84%
7.17%
8.57%
VWRD.L
4.37%
2.34%
7.29%
19.61%
10.70%
9.29%
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UDVD.L vs. VWRD.L - Expense Ratio Comparison
UDVD.L has a 0.35% expense ratio, which is higher than VWRD.L's 0.22% expense ratio.
Risk-Adjusted Performance
UDVD.L vs. VWRD.L — Risk-Adjusted Performance Rank
UDVD.L
VWRD.L
UDVD.L vs. VWRD.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 Vanguard FTSE All-World UCITS ETF (VWRD.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. VWRD.L - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 1.97%, more than VWRD.L's 1.46% 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% |
VWRD.L Vanguard FTSE All-World UCITS ETF | 1.46% | 1.52% | 1.69% | 2.05% | 1.48% | 1.47% | 1.88% | 2.29% | 1.82% | 2.04% | 2.07% | 2.25% |
Drawdowns
UDVD.L vs. VWRD.L - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, which is greater than VWRD.L's maximum drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for UDVD.L and VWRD.L. For additional features, visit the drawdowns tool.
Volatility
UDVD.L vs. VWRD.L - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.27%, while Vanguard FTSE All-World UCITS ETF (VWRD.L) has a volatility of 3.32%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than VWRD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.