UFSD.L vs. VPN.L
UFSD.L (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) and VPN.L (Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc)) are both exchange-traded funds - UFSD.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while VPN.L is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure v2 Index. Both are passively managed. Over the past 3 years, UFSD.L returned 18.83%/yr vs 26.86%/yr for VPN.L. A 0.64 correlation means they provide meaningful diversification when combined. UFSD.L charges 0.35%/yr vs 0.50%/yr for VPN.L.
Performance
UFSD.L vs. VPN.L - Performance Comparison
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Returns By Period
In the year-to-date period, UFSD.L achieves a 11.69% return, which is significantly lower than VPN.L's 29.81% return.
UFSD.L
- 1D
- -0.89%
- 1M
- 0.41%
- 6M
- 12.14%
- YTD
- 11.69%
- 1Y
- 22.68%
- 3Y*
- 18.83%
- 5Y*
- 11.60%
- 10Y*
- —
VPN.L
- 1D
- -1.35%
- 1M
- -13.39%
- 6M
- 16.18%
- YTD
- 29.81%
- 1Y
- 44.32%
- 3Y*
- 26.86%
- 5Y*
- —
- 10Y*
- —
UFSD.L vs. VPN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UFSD.L iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) | 11.69% | 18.12% | 22.40% | 17.63% | -16.13% | 4.82% |
VPN.L Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) | 29.81% | 29.31% | 13.54% | 17.68% | -30.40% | 3.62% |
Correlation
The correlation between UFSD.L and VPN.L is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2021 | 0.64 |
The correlation between UFSD.L and VPN.L has been stable across timeframes, ranging from 0.57 to 0.64 - a consistent structural relationship.
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Return for Risk
UFSD.L vs. VPN.L — Risk / Return Rank
UFSD.L
VPN.L
UFSD.L vs. VPN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) (UFSD.L) and Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) (VPN.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UFSD.L | VPN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.30 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 2.87 | +0.12 |
| Martin ratioReturn relative to average drawdown | 11.19 | 8.60 | +2.59 |
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Drawdowns
UFSD.L vs. VPN.L - Drawdown Comparison
The maximum UFSD.L drawdown since its inception was -35.74%, smaller than the maximum VPN.L drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for UFSD.L and VPN.L.
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Drawdown Indicators
| UFSD.L | VPN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.74% | -38.80% | +3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -7.57% | -15.39% | +7.82% |
Max Drawdown (3Y)Largest decline over 3 years | -18.37% | -25.58% | +7.21% |
Max Drawdown (5Y)Largest decline over 5 years | -22.88% | — | — |
Current DrawdownCurrent decline from peak | -1.10% | -15.39% | +14.29% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -14.64% | +9.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 5.14% | -3.12% |
Volatility
UFSD.L vs. VPN.L - Volatility Comparison
The current volatility for iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) (UFSD.L) is 2.90%, while Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) (VPN.L) has a volatility of 7.36%. This indicates that UFSD.L experiences smaller price fluctuations and is considered to be less risky than VPN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UFSD.L | VPN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 7.36% | -4.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 17.63% | -8.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 23.60% | -11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 22.63% | -6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.55% | 22.63% | -5.08% |
UFSD.L vs. VPN.L - Expense Ratio Comparison
UFSD.L has a 0.35% expense ratio, which is lower than VPN.L's 0.50% expense ratio.
Dividends
UFSD.L vs. VPN.L - Dividend Comparison
UFSD.L's dividend yield for the trailing twelve months is around 0.79%, while VPN.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
UFSD.L iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) | 0.79% | 0.89% | 0.86% | 1.12% | 1.51% | 0.75% | 1.11% | 1.41% | 1.23% |
VPN.L Global X Data Center REITs & Digital Infrastructure UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UFSD.L and VPN.L have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UFSD.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UFSD.L is cheaper with a 0.35% expense ratio, compared with 0.50% for VPN.L.
UFSD.L is categorized as Large Cap Blend Equities, while VPN.L is REIT. UFSD.L tracks Russell 1000 TR USD, while VPN.L tracks Solactive Data Center REITs & Digital Infrastructure v2 Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.35% for UFSD.L and 0.50% for VPN.L.
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