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VHYL.L vs. HDIQ.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VHYL.L vs. HDIQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VHYL.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

VHYL.L is traded in GBP, while HDIQ.L is traded in GBp. To make them comparable, the HDIQ.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, VHYL.L achieves a 13.32% return, which is significantly lower than HDIQ.L's 14.04% return. Over the past 10 years, VHYL.L has underperformed HDIQ.L with an annualized return of 9.76%, while HDIQ.L has yielded a comparatively higher 10.44% annualized return.


VHYL.L

1D
0.04%
1M
-0.25%
6M
9.49%
YTD
13.32%
1Y
25.74%
3Y*
16.86%
5Y*
12.12%
10Y*
9.76%

HDIQ.L

1D
-0.16%
1M
-0.73%
6M
11.08%
YTD
14.04%
1Y
23.93%
3Y*
16.54%
5Y*
12.48%
10Y*
10.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VHYL.L vs. HDIQ.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VHYL.L
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing
13.32%18.23%11.22%5.25%5.95%19.23%-3.53%17.00%-6.59%8.80%
HDIQ.L
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)
14.04%8.74%17.34%8.04%4.90%23.47%-3.34%17.58%-0.65%6.76%

Correlation

The correlation between VHYL.L and HDIQ.L is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.70

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (10Y)
Calculated over the trailing 10-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Jun 6, 2014

0.84

The correlation between VHYL.L and HDIQ.L shifts across timeframes, from 0.70 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

VHYL.L vs. HDIQ.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VHYL.L
VHYL.L Risk / Return Rank: 9191
Overall Rank
VHYL.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
VHYL.L Sortino Ratio Rank: 9494
Sortino Ratio Rank
VHYL.L Omega Ratio Rank: 9595
Omega Ratio Rank
VHYL.L Calmar Ratio Rank: 8585
Calmar Ratio Rank
VHYL.L Martin Ratio Rank: 8585
Martin Ratio Rank

HDIQ.L
HDIQ.L Risk / Return Rank: 9191
Overall Rank
HDIQ.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
HDIQ.L Sortino Ratio Rank: 9191
Sortino Ratio Rank
HDIQ.L Omega Ratio Rank: 9090
Omega Ratio Rank
HDIQ.L Calmar Ratio Rank: 9393
Calmar Ratio Rank
HDIQ.L Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VHYL.L vs. HDIQ.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VHYL.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VHYL.LHDIQ.LDifference
Sharpe ratioReturn per unit of total volatility

+0.61

Sortino ratioReturn per unit of downside risk

+0.59

Omega ratioGain probability vs. loss probability

1.57

1.44

+0.13

Calmar ratioReturn relative to maximum drawdown

3.69

4.71

-1.02

Martin ratioReturn relative to average drawdown

13.31

16.04

-2.73

VHYL.L vs. HDIQ.L - Sharpe Ratio Comparison

The current VHYL.L Sharpe Ratio is 2.98, which is comparable to the HDIQ.L Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of VHYL.L and HDIQ.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VHYL.L vs. HDIQ.L - Drawdown Comparison

The maximum VHYL.L drawdown since its inception was -27.87%, smaller than the maximum HDIQ.L drawdown of -41.26%. Use the drawdown chart below to compare losses from any high point for VHYL.L and HDIQ.L.


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Drawdown Indicators


VHYL.LHDIQ.LDifference

Max Drawdown

Largest peak-to-trough decline

-27.87%

-41.26%

+13.39%

Max Drawdown (1Y)

Largest decline over 1 year

-6.95%

-5.06%

-1.89%

Max Drawdown (3Y)

Largest decline over 3 years

-12.79%

-18.80%

+6.01%

Max Drawdown (5Y)

Largest decline over 5 years

-12.79%

-18.80%

+6.01%

Max Drawdown (10Y)

Largest decline over 10 years

-27.87%

-24.46%

-3.41%

Current Drawdown

Current decline from peak

-0.51%

-1.68%

+1.17%

Average Drawdown

Average peak-to-trough decline

-3.58%

-8.59%

+5.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.93%

1.49%

+0.44%

Volatility

VHYL.L vs. HDIQ.L - Volatility Comparison

The current volatility for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VHYL.L) is 1.92%, while iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) has a volatility of 2.86%. This indicates that VHYL.L experiences smaller price fluctuations and is considered to be less risky than HDIQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VHYL.LHDIQ.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.92%

2.86%

-0.94%

Volatility (6M)

Calculated over the trailing 6-month period

6.95%

7.57%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

8.65%

10.13%

-1.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.76%

13.04%

-2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.99%

14.25%

-1.26%

VHYL.L vs. HDIQ.L - Expense Ratio Comparison

VHYL.L has a 0.29% expense ratio, which is lower than HDIQ.L's 0.35% expense ratio.


Dividends

VHYL.L vs. HDIQ.L - Dividend Comparison

VHYL.L's dividend yield for the trailing twelve months is around 2.53%, more than HDIQ.L's 1.51% yield.


PositionTTM20252024202320222021202020192018201720162015
HDIQ.L
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)
1.51%1.69%1.90%2.05%2.28%2.04%2.71%2.43%0.00%1.13%2.13%2.40%
VHYL.L
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing
2.53%2.79%3.08%3.37%3.67%3.08%3.28%3.34%3.63%3.09%2.88%3.20%

Frequently Asked Questions


VHYL.L and HDIQ.L have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VHYL.L is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VHYL.L is cheaper with a 0.29% expense ratio, compared with 0.35% for HDIQ.L.

VHYL.L is categorized as Dividend, while HDIQ.L is U.S. Equity Income. VHYL.L tracks FTSE All-World High Dividend Yield Index, while HDIQ.L tracks MSCI USA High Dividend Yield Advanced Select Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.29% for VHYL.L and 0.35% for HDIQ.L.

Portfolio Optimizer

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