Correlation
The correlation between UKDV.L and ISF.L is 0.47, 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.
UKDV.L vs. ISF.L
Compare and contrast key facts about SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) and iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L).
UKDV.L and ISF.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UKDV.L is a passively managed fund by State Street that tracks the performance of the FTSE AllSh TR GBP. It was launched on Feb 28, 2012. ISF.L is a passively managed fund by iShares that tracks the performance of the FTSE AllSh TR GBP. It was launched on Apr 27, 2000. Both UKDV.L and ISF.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: UKDV.L or ISF.L.
Performance
UKDV.L vs. ISF.L - Performance Comparison
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Key characteristics
UKDV.L:
0.62
ISF.L:
0.85
UKDV.L:
0.93
ISF.L:
1.12
UKDV.L:
1.13
ISF.L:
1.17
UKDV.L:
0.64
ISF.L:
0.81
UKDV.L:
2.60
ISF.L:
4.17
UKDV.L:
3.43%
ISF.L:
2.48%
UKDV.L:
14.57%
ISF.L:
12.76%
UKDV.L:
-38.15%
ISF.L:
-48.64%
UKDV.L:
-0.20%
ISF.L:
0.00%
Returns By Period
In the year-to-date period, UKDV.L achieves a 5.94% return, which is significantly lower than ISF.L's 9.79% return. Over the past 10 years, UKDV.L has underperformed ISF.L with an annualized return of 2.43%, while ISF.L has yielded a comparatively higher 6.34% annualized return.
UKDV.L
5.94%
4.54%
3.87%
9.01%
4.71%
5.75%
2.43%
ISF.L
9.79%
3.94%
8.35%
10.93%
8.85%
11.62%
6.34%
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UKDV.L vs. ISF.L - Expense Ratio Comparison
UKDV.L has a 0.30% expense ratio, which is higher than ISF.L's 0.07% expense ratio.
Risk-Adjusted Performance
UKDV.L vs. ISF.L — Risk-Adjusted Performance Rank
UKDV.L
ISF.L
UKDV.L vs. ISF.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) and iShares Core FTSE 100 UCITS ETF (Dist) (ISF.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.
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Dividends
UKDV.L vs. ISF.L - Dividend Comparison
UKDV.L has not paid dividends to shareholders, while ISF.L's dividend yield for the trailing twelve months is around 3.40%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UKDV.L SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) | 0.00% | 1.31% | 3.64% | 4.54% | 3.63% | 3.27% | 5.39% | 4.67% | 3.78% | 4.28% | 3.99% | 4.41% |
ISF.L iShares Core FTSE 100 UCITS ETF (Dist) | 3.40% | 3.71% | 3.86% | 3.75% | 3.76% | 3.11% | 4.47% | 4.44% | 3.96% | 3.79% | 4.12% | 3.41% |
Drawdowns
UKDV.L vs. ISF.L - Drawdown Comparison
The maximum UKDV.L drawdown since its inception was -38.15%, smaller than the maximum ISF.L drawdown of -48.64%. Use the drawdown chart below to compare losses from any high point for UKDV.L and ISF.L.
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Volatility
UKDV.L vs. ISF.L - Volatility Comparison
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) has a higher volatility of 2.53% compared to iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) at 2.20%. This indicates that UKDV.L's price experiences larger fluctuations and is considered to be riskier than ISF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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