USDV.L vs. SPY
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) and SPDR S&P 500 ETF (SPY).
USDV.L and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USDV.L is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Jun 14, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both USDV.L and SPY 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: USDV.L or SPY.
Correlation
The correlation between USDV.L and SPY is 0.50, 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
USDV.L vs. SPY - Performance Comparison
Key characteristics
USDV.L:
1.01
SPY:
1.91
USDV.L:
1.63
SPY:
2.57
USDV.L:
1.18
SPY:
1.35
USDV.L:
1.29
SPY:
2.88
USDV.L:
3.19
SPY:
11.96
USDV.L:
3.16%
SPY:
2.03%
USDV.L:
9.91%
SPY:
12.68%
USDV.L:
-27.72%
SPY:
-55.19%
USDV.L:
-6.31%
SPY:
0.00%
Returns By Period
In the year-to-date period, USDV.L achieves a 1.38% return, which is significantly lower than SPY's 4.34% return. Over the past 10 years, USDV.L has underperformed SPY with an annualized return of 11.34%, while SPY has yielded a comparatively higher 13.21% annualized return.
USDV.L
1.38%
-2.82%
2.42%
10.03%
7.78%
11.34%
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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USDV.L vs. SPY - Expense Ratio Comparison
USDV.L has a 0.35% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
USDV.L vs. SPY — Risk-Adjusted Performance Rank
USDV.L
SPY
USDV.L vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) and SPDR S&P 500 ETF (SPY). 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
USDV.L vs. SPY - Dividend Comparison
USDV.L's dividend yield for the trailing twelve months is around 1.30%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 1.30% | 1.32% | 2.87% | 2.55% | 2.88% | 3.21% | 2.67% | 2.90% | 2.39% | 2.26% | 3.06% | 2.72% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
USDV.L vs. SPY - Drawdown Comparison
The maximum USDV.L drawdown since its inception was -27.72%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for USDV.L and SPY. For additional features, visit the drawdowns tool.
Volatility
USDV.L vs. SPY - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) is 2.49%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that USDV.L experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.