UDVD.L vs. WQDV.L
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) (WQDV.L).
UDVD.L and WQDV.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. WQDV.L is a passively managed fund by iShares that tracks the performance of the MSCI World High Dividend Yield ESG Reduced Carbon Target Select Index. It was launched on Jun 12, 2017. Both UDVD.L and WQDV.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 WQDV.L.
Correlation
The correlation between UDVD.L and WQDV.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. WQDV.L - Performance Comparison
Key characteristics
UDVD.L:
1.12
WQDV.L:
1.26
UDVD.L:
1.63
WQDV.L:
1.80
UDVD.L:
1.20
WQDV.L:
1.22
UDVD.L:
1.16
WQDV.L:
1.86
UDVD.L:
3.30
WQDV.L:
4.71
UDVD.L:
3.47%
WQDV.L:
2.95%
UDVD.L:
10.15%
WQDV.L:
11.03%
UDVD.L:
-36.12%
WQDV.L:
-33.13%
UDVD.L:
-4.87%
WQDV.L:
-0.70%
Returns By Period
In the year-to-date period, UDVD.L achieves a 3.05% return, which is significantly lower than WQDV.L's 6.22% return.
UDVD.L
3.05%
0.71%
0.39%
11.84%
7.17%
8.57%
WQDV.L
6.22%
2.94%
3.22%
15.19%
8.34%
N/A
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UDVD.L vs. WQDV.L - Expense Ratio Comparison
UDVD.L has a 0.35% expense ratio, which is lower than WQDV.L's 0.38% expense ratio.
Risk-Adjusted Performance
UDVD.L vs. WQDV.L — Risk-Adjusted Performance Rank
UDVD.L
WQDV.L
UDVD.L vs. WQDV.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 iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) (WQDV.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. WQDV.L - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 1.97%, less than WQDV.L's 2.43% 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% |
WQDV.L iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) | 2.43% | 2.58% | 2.78% | 2.95% | 2.75% | 2.81% | 3.01% | 3.28% | 0.77% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDVD.L vs. WQDV.L - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, which is greater than WQDV.L's maximum drawdown of -33.13%. Use the drawdown chart below to compare losses from any high point for UDVD.L and WQDV.L. For additional features, visit the drawdowns tool.
Volatility
UDVD.L vs. WQDV.L - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.27%, while iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) (WQDV.L) has a volatility of 3.02%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than WQDV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.