USDV.L vs. VGEJ.DE
USDV.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) and VGEJ.DE (Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing) are both exchange-traded funds - USDV.L is a Large Cap Blend Equities fund tracking the S&P High Yield Dividend Aristocrats Index, while VGEJ.DE is a Asia Pacific Equities fund tracking the FTSE Developed Asia Pacific ex Japan. Both are passively managed. Over the past 10 years, USDV.L returned 9.84%/yr vs 16.41%/yr for VGEJ.DE. At a 0.39 correlation, their price movements are largely independent. USDV.L charges 0.35%/yr vs 0.15%/yr for VGEJ.DE.
Performance
USDV.L vs. VGEJ.DE - Performance Comparison
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Different Trading Currencies
USDV.L is traded in GBP, while VGEJ.DE is traded in EUR. To make them comparable, the VGEJ.DE values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, USDV.L achieves a 7.22% return, which is significantly lower than VGEJ.DE's 49.00% return. Over the past 10 years, USDV.L has underperformed VGEJ.DE with an annualized return of 9.84%, while VGEJ.DE has yielded a comparatively higher 16.41% annualized return.
USDV.L
- 1D
- 0.13%
- 1M
- 1.22%
- YTD
- 7.22%
- 6M
- 6.65%
- 1Y
- 14.81%
- 3Y*
- 6.93%
- 5Y*
- 6.79%
- 10Y*
- 9.84%
VGEJ.DE
- 1D
- -2.96%
- 1M
- 10.72%
- YTD
- 49.00%
- 6M
- 54.61%
- 1Y
- 85.05%
- 3Y*
- 26.98%
- 5Y*
- 15.86%
- 10Y*
- 16.41%
USDV.L vs. VGEJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 7.22% | 1.15% | 9.34% | -3.52% | 11.58% | 26.74% | -2.72% | 19.69% | 1.49% | 6.73% |
VGEJ.DE Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 48.93% | 31.23% | -1.16% | 8.07% | 1.14% | 6.02% | 17.45% | 18.57% | -5.59% | 21.51% |
Correlation
The correlation between USDV.L and VGEJ.DE is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Apr 8, 2015 | 0.39 |
Over the past year, the correlation between USDV.L and VGEJ.DE has dropped to 0.06 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
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Return for Risk
USDV.L vs. VGEJ.DE — Risk / Return Rank
USDV.L
VGEJ.DE
USDV.L vs. VGEJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) and Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VGEJ.DE). 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.
| USDV.L | VGEJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.69 | ||
| Sortino ratioReturn per unit of downside risk | -2.77 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.77 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 6.40 | -4.29 |
| Martin ratioReturn relative to average drawdown | 5.42 | 24.01 | -18.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USDV.L | VGEJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 4.14 | -2.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.96 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.99 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.89 | -0.05 |
Drawdowns
USDV.L vs. VGEJ.DE - Drawdown Comparison
The maximum USDV.L drawdown since its inception was -27.80%, smaller than the maximum VGEJ.DE drawdown of -31.09%. Use the drawdown chart below to compare losses from any high point for USDV.L and VGEJ.DE.
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Drawdown Indicators
| USDV.L | VGEJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.80% | -31.09% | +3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.60% | -13.22% | +6.62% |
Max Drawdown (3Y)Largest decline over 3 years | -16.30% | -18.24% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -18.24% | +1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -27.80% | -31.09% | +3.29% |
Current DrawdownCurrent decline from peak | -3.68% | -3.69% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -4.56% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.53% | -0.95% |
Volatility
USDV.L vs. VGEJ.DE - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) is 2.53%, while Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VGEJ.DE) has a volatility of 10.62%. This indicates that USDV.L experiences smaller price fluctuations and is considered to be less risky than VGEJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USDV.L | VGEJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 10.62% | -8.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.19% | 18.47% | -11.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.69% | 20.48% | -10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.78% | 16.28% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.33% | 19.41% | -4.08% |
USDV.L vs. VGEJ.DE - Expense Ratio Comparison
USDV.L has a 0.35% expense ratio, which is higher than VGEJ.DE's 0.15% expense ratio.
Dividends
USDV.L vs. VGEJ.DE - Dividend Comparison
USDV.L's dividend yield for the trailing twelve months is around 2.04%, more than VGEJ.DE's 1.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.04% | 2.20% | 1.99% | 2.29% | 2.11% | 2.12% | 2.57% | 2.65% | 2.19% | 3.07% | 1.65% | 2.00% |
VGEJ.DE Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 1.80% | 2.75% | 5.36% | 7.33% | 7.98% | 7.49% | 4.34% | 6.92% | 7.83% | 4.28% | 3.08% | 2.78% |
Frequently Asked Questions
USDV.L and VGEJ.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VGEJ.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VGEJ.DE is cheaper with a 0.15% expense ratio, compared with 0.35% for USDV.L.
USDV.L is categorized as Large Cap Blend Equities, while VGEJ.DE is Asia Pacific Equities. USDV.L tracks S&P High Yield Dividend Aristocrats Index, while VGEJ.DE tracks FTSE Developed Asia Pacific ex Japan. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.35% for USDV.L and 0.15% for VGEJ.DE.
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