UIND.L vs. WINC.L
UIND.L (First Trust US Equity Income UCITS ETF) and WINC.L (iShares World Equity High Income Active UCITS ETF USD Inc) are both Dividend funds. UIND.L is passively managed, while WINC.L is actively managed. Over the past year, UIND.L returned 23.34% vs 23.04% for WINC.L. At a 0.38 correlation, their price movements are largely independent.
Performance
UIND.L vs. WINC.L - Performance Comparison
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Different Trading Currencies
UIND.L is traded in USD, while WINC.L is traded in GBP. To make them comparable, the WINC.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, UIND.L achieves a 17.33% return, which is significantly higher than WINC.L's 10.96% return.
UIND.L
- 1D
- -0.05%
- 1M
- 2.08%
- 6M
- 14.18%
- YTD
- 17.33%
- 1Y
- 23.34%
- 3Y*
- 15.67%
- 5Y*
- -56.37%
- 10Y*
- 10.02%
WINC.L
- 1D
- 0.00%
- 1M
- 0.90%
- 6M
- 9.53%
- YTD
- 10.96%
- 1Y
- 23.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UIND.L vs. WINC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UIND.L First Trust US Equity Income UCITS ETF | 17.33% | 7.36% | 4.87% |
WINC.L iShares World Equity High Income Active UCITS ETF USD Inc | 10.96% | 20.31% | 8.61% |
Correlation
The correlation between UIND.L and WINC.L is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.38 |
The correlation between UIND.L and WINC.L shifts across timeframes, from 0.28 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIND.L vs. WINC.L — Risk / Return Rank
UIND.L
WINC.L
UIND.L vs. WINC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust US Equity Income UCITS ETF (UIND.L) and iShares World Equity High Income Active UCITS ETF USD Inc (WINC.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.
| UIND.L | WINC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.40 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.69 | 3.37 | +0.32 |
| Martin ratioReturn relative to average drawdown | 9.85 | 14.61 | -4.76 |
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Drawdowns
UIND.L vs. WINC.L - Drawdown Comparison
The maximum UIND.L drawdown since its inception was -99.21%, which is greater than WINC.L's maximum drawdown of -15.16%. Use the drawdown chart below to compare losses from any high point for UIND.L and WINC.L.
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Drawdown Indicators
| UIND.L | WINC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.21% | -15.16% | -84.05% |
Max Drawdown (1Y)Largest decline over 1 year | -6.83% | -6.98% | +0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -21.42% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -99.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -99.21% | — | — |
Current DrawdownCurrent decline from peak | -98.61% | 0.00% | -98.61% |
Average DrawdownAverage peak-to-trough decline | -46.02% | -1.47% | -44.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 1.61% | +0.95% |
Volatility
UIND.L vs. WINC.L - Volatility Comparison
First Trust US Equity Income UCITS ETF (UIND.L) has a higher volatility of 3.98% compared to iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) at 2.99%. This indicates that UIND.L's price experiences larger fluctuations and is considered to be riskier than WINC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIND.L | WINC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 2.99% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 8.36% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.48% | 10.78% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.78% | 12.59% | +35.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3,136.02% | 12.59% | +3,123.43% |
Dividends
UIND.L vs. WINC.L - Dividend Comparison
UIND.L's dividend yield for the trailing twelve months is around 2.78%, less than WINC.L's 12.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UIND.L First Trust US Equity Income UCITS ETF | 2.78% | 3.00% | 2.90% | 3.14% | 3.27% | 0.02% | 3.14% | 3.04% | 3.14% | 2.42% | 1.69% |
WINC.L iShares World Equity High Income Active UCITS ETF USD Inc | 12.81% | 9.75% | 4.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UIND.L and WINC.L have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: First Trust and iShares.
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