UFSD.L vs. VOO
Compare and contrast key facts about iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) (UFSD.L) and Vanguard S&P 500 ETF (VOO).
UFSD.L and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UFSD.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Feb 21, 2018. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both UFSD.L and VOO 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: UFSD.L or VOO.
Correlation
The correlation between UFSD.L and VOO is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UFSD.L vs. VOO - Performance Comparison
Key characteristics
UFSD.L:
1.84
VOO:
1.81
UFSD.L:
2.50
VOO:
2.44
UFSD.L:
1.35
VOO:
1.33
UFSD.L:
2.86
VOO:
2.74
UFSD.L:
10.23
VOO:
11.43
UFSD.L:
2.28%
VOO:
2.02%
UFSD.L:
12.74%
VOO:
12.77%
UFSD.L:
-35.77%
VOO:
-33.99%
UFSD.L:
-0.55%
VOO:
-0.72%
Returns By Period
In the year-to-date period, UFSD.L achieves a 3.70% return, which is significantly higher than VOO's 3.31% return.
UFSD.L
3.70%
4.79%
13.26%
21.33%
10.76%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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UFSD.L vs. VOO - Expense Ratio Comparison
UFSD.L has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
UFSD.L vs. VOO — Risk-Adjusted Performance Rank
UFSD.L
VOO
UFSD.L vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) (UFSD.L) and Vanguard S&P 500 ETF (VOO). 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
UFSD.L vs. VOO - Dividend Comparison
UFSD.L's dividend yield for the trailing twelve months is around 0.83%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UFSD.L iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) | 0.83% | 0.86% | 1.12% | 1.51% | 0.75% | 1.11% | 1.41% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UFSD.L vs. VOO - Drawdown Comparison
The maximum UFSD.L drawdown since its inception was -35.77%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UFSD.L and VOO. For additional features, visit the drawdowns tool.
Volatility
UFSD.L vs. VOO - Volatility Comparison
iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) (UFSD.L) has a higher volatility of 4.21% compared to Vanguard S&P 500 ETF (VOO) at 3.41%. This indicates that UFSD.L's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.