VFWAX vs. IUKD.L
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and iShares UK Dividend UCITS ETF (IUKD.L).
VFWAX is managed by Vanguard. It was launched on Sep 27, 2011. 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.
Performance
VFWAX vs. IUKD.L - Performance Comparison
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VFWAX vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFWAX Vanguard FTSE All-World ex-US Index Fund Admiral Shares | 1.81% | 32.32% | 5.43% | 15.55% | -15.51% | 8.08% | 11.34% | 21.53% | -13.97% | 27.20% |
IUKD.L iShares UK Dividend UCITS ETF | 3.06% | 42.09% | 10.40% | 11.39% | -11.98% | 22.31% | -15.41% | 23.62% | -18.97% | 17.10% |
Different Trading Currencies
VFWAX is traded in USD, while IUKD.L is traded in GBp. To make them comparable, the IUKD.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, VFWAX achieves a 1.81% return, which is significantly lower than IUKD.L's 3.06% return. Over the past 10 years, VFWAX has outperformed IUKD.L with an annualized return of 8.94%, while IUKD.L has yielded a comparatively lower 6.21% annualized return.
VFWAX
- 1D
- 2.88%
- 1M
- -7.13%
- YTD
- 1.81%
- 6M
- 5.93%
- 1Y
- 26.78%
- 3Y*
- 15.42%
- 5Y*
- 7.35%
- 10Y*
- 8.94%
IUKD.L
- 1D
- 1.94%
- 1M
- -5.74%
- YTD
- 3.06%
- 6M
- 12.77%
- 1Y
- 32.97%
- 3Y*
- 20.30%
- 5Y*
- 11.75%
- 10Y*
- 6.21%
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VFWAX vs. IUKD.L - Expense Ratio Comparison
VFWAX has a 0.11% expense ratio, which is lower than IUKD.L's 0.40% expense ratio.
Return for Risk
VFWAX vs. IUKD.L — Risk / Return Rank
VFWAX
IUKD.L
VFWAX vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) 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.
| VFWAX | IUKD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 1.93 | -0.22 |
Sortino ratioReturn per unit of downside risk | 2.28 | 2.40 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.38 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.93 | -0.61 |
Martin ratioReturn relative to average drawdown | 9.04 | 10.77 | -1.73 |
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
| VFWAX | IUKD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 1.93 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.66 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.29 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.06 | +0.41 |
Correlation
The correlation between VFWAX and IUKD.L is 0.67, 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.
Dividends
VFWAX vs. IUKD.L - Dividend Comparison
VFWAX's dividend yield for the trailing twelve months is around 2.90%, less than IUKD.L's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWAX Vanguard FTSE All-World ex-US Index Fund Admiral Shares | 2.90% | 3.05% | 3.20% | 3.28% | 3.07% | 3.03% | 1.97% | 3.07% | 3.24% | 2.67% | 2.96% | 2.95% |
IUKD.L iShares UK Dividend UCITS ETF | 4.66% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Drawdowns
VFWAX vs. IUKD.L - Drawdown Comparison
The maximum VFWAX drawdown since its inception was -34.93%, smaller than the maximum IUKD.L drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for VFWAX and IUKD.L.
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Drawdown Indicators
| VFWAX | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.93% | -61.95% | +27.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -9.92% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -19.93% | -9.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -44.34% | +9.41% |
Current DrawdownCurrent decline from peak | -8.79% | -6.08% | -2.71% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -15.07% | +7.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.51% | +0.39% |
Volatility
VFWAX vs. IUKD.L - Volatility Comparison
Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) has a higher volatility of 7.63% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 5.59%. This indicates that VFWAX'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.
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Volatility by Period
| VFWAX | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 5.59% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 10.08% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 17.02% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 17.80% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.01% | 21.21% | -5.20% |