UKDV.L vs. SCHD
Compare and contrast key facts about SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) and Schwab US Dividend Equity ETF (SCHD).
UKDV.L and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both UKDV.L and SCHD 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 SCHD.
Key characteristics
| UKDV.L | SCHD | |
|---|---|---|
| YTD Return | 10.65% | 12.56% |
| 1Y Return | 17.05% | 18.96% |
| 3Y Return (Ann) | 2.94% | 7.38% |
| 5Y Return (Ann) | 2.95% | 12.84% |
| 10Y Return (Ann) | 2.71% | 11.41% |
| Sharpe Ratio | 1.24 | 1.58 |
| Daily Std Dev | 12.75% | 11.80% |
| Max Drawdown | -38.15% | -33.37% |
| Current Drawdown | -1.03% | -0.46% |
Correlation
The correlation between UKDV.L and SCHD is 0.45, 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
UKDV.L vs. SCHD - Performance Comparison
In the year-to-date period, UKDV.L achieves a 10.65% return, which is significantly lower than SCHD's 12.56% return. Over the past 10 years, UKDV.L has underperformed SCHD with an annualized return of 2.71%, while SCHD has yielded a comparatively higher 11.41% 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. SCHD - Expense Ratio Comparison
UKDV.L has a 0.30% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
UKDV.L vs. SCHD - 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 Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
UKDV.L's dividend yield for the trailing twelve months is around 1.28%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UKDV.L SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) | 1.28% | 3.64% | 4.54% | 3.63% | 3.27% | 5.39% | 4.67% | 3.78% | 4.28% | 3.99% | 4.41% | 3.53% |
SCHD Schwab US Dividend Equity ETF | 2.59% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
UKDV.L vs. SCHD - Drawdown Comparison
The maximum UKDV.L drawdown since its inception was -38.15%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for UKDV.L and SCHD. For additional features, visit the drawdowns tool.
Volatility
UKDV.L vs. SCHD - Volatility Comparison
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) (UKDV.L) has a higher volatility of 3.62% compared to Schwab US Dividend Equity ETF (SCHD) at 3.07%. This indicates that UKDV.L's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.