UKDV.L vs. IUKD.L
Compare and contrast key facts about SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) and iShares UK Dividend UCITS ETF (IUKD.L).
UKDV.L and IUKD.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. IUKD.L is a passively managed fund by iShares that tracks the performance of the FTSE UK Dividend+ Index. It was launched on Nov 4, 2005. Both UKDV.L and IUKD.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 IUKD.L.
Key characteristics
| UKDV.L | IUKD.L | |
|---|---|---|
| YTD Return | 6.68% | 8.87% |
| 1Y Return | 16.23% | 17.03% |
| 3Y Return (Ann) | 1.64% | 5.00% |
| 5Y Return (Ann) | 1.41% | 4.53% |
| 10Y Return (Ann) | 2.47% | 3.32% |
| Sharpe Ratio | 1.14 | 1.41 |
| Sortino Ratio | 1.65 | 2.02 |
| Omega Ratio | 1.20 | 1.25 |
| Calmar Ratio | 0.88 | 1.78 |
| Martin Ratio | 7.74 | 7.61 |
| Ulcer Index | 1.83% | 2.04% |
| Daily Std Dev | 12.48% | 11.07% |
| Max Drawdown | -38.15% | -61.95% |
| Current Drawdown | -4.35% | -5.29% |
Correlation
The correlation between UKDV.L and IUKD.L is 0.88, 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
UKDV.L vs. IUKD.L - Performance Comparison
In the year-to-date period, UKDV.L achieves a 6.68% return, which is significantly lower than IUKD.L's 8.87% return. Over the past 10 years, UKDV.L has underperformed IUKD.L with an annualized return of 2.47%, while IUKD.L has yielded a comparatively higher 3.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UKDV.L vs. IUKD.L - Expense Ratio Comparison
UKDV.L has a 0.30% expense ratio, which is lower than IUKD.L's 0.40% expense ratio.
Risk-Adjusted Performance
UKDV.L vs. IUKD.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 UK Dividend UCITS ETF (IUKD.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
UKDV.L vs. IUKD.L - Dividend Comparison
UKDV.L's dividend yield for the trailing twelve months is around 1.32%, less than IUKD.L's 5.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UKDV.L SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) | 1.32% | 3.64% | 4.54% | 3.63% | 3.27% | 5.39% | 4.67% | 3.78% | 4.28% | 3.99% | 4.41% | 3.53% |
IUKD.L iShares UK Dividend UCITS ETF | 5.69% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% | 4.53% | 4.16% |
Drawdowns
UKDV.L vs. IUKD.L - Drawdown Comparison
The maximum UKDV.L drawdown since its inception was -38.15%, smaller than the maximum IUKD.L drawdown of -61.95%. Use the drawdown chart below to compare losses from any high point for UKDV.L and IUKD.L. For additional features, visit the drawdowns tool.
Volatility
UKDV.L vs. IUKD.L - Volatility Comparison
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) has a higher volatility of 4.82% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 4.24%. This indicates that UKDV.L's price experiences larger fluctuations and is considered to be riskier than IUKD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.