VLUE vs. IUVF.L
Compare and contrast key facts about iShares Edge MSCI USA Value Factor ETF (VLUE) and iShares Edge MSCI USA Value Factor UCITS (IUVF.L).
VLUE and IUVF.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VLUE is a passively managed fund by iShares that tracks the performance of the MSCI USA Value Weighted Index. It was launched on Apr 16, 2013. IUVF.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 Value TR USD. It was launched on Oct 13, 2016. Both VLUE and IUVF.L 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: VLUE or IUVF.L.
Correlation
The correlation between VLUE and IUVF.L is 0.49, 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
VLUE vs. IUVF.L - Performance Comparison
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Key characteristics
VLUE:
0.41
IUVF.L:
0.07
VLUE:
0.75
IUVF.L:
0.27
VLUE:
1.10
IUVF.L:
1.04
VLUE:
0.46
IUVF.L:
0.10
VLUE:
1.53
IUVF.L:
0.29
VLUE:
5.38%
IUVF.L:
6.86%
VLUE:
18.64%
IUVF.L:
17.20%
VLUE:
-39.47%
IUVF.L:
-31.83%
VLUE:
-3.79%
IUVF.L:
-9.94%
Returns By Period
In the year-to-date period, VLUE achieves a 4.38% return, which is significantly higher than IUVF.L's -2.31% return.
VLUE
4.38%
11.05%
0.03%
7.49%
12.55%
7.66%
IUVF.L
-2.31%
10.20%
-5.62%
2.02%
10.07%
N/A
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VLUE vs. IUVF.L - Expense Ratio Comparison
VLUE has a 0.15% expense ratio, which is lower than IUVF.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLUE vs. IUVF.L — Risk-Adjusted Performance Rank
VLUE
IUVF.L
VLUE vs. IUVF.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Value Factor ETF (VLUE) and iShares Edge MSCI USA Value Factor UCITS (IUVF.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.
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Dividends
VLUE vs. IUVF.L - Dividend Comparison
VLUE's dividend yield for the trailing twelve months is around 2.62%, while IUVF.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLUE iShares Edge MSCI USA Value Factor ETF | 2.62% | 2.73% | 2.66% | 3.19% | 2.22% | 2.42% | 2.60% | 2.70% | 2.14% | 2.07% | 2.39% | 1.64% |
IUVF.L iShares Edge MSCI USA Value Factor UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VLUE vs. IUVF.L - Drawdown Comparison
The maximum VLUE drawdown since its inception was -39.47%, which is greater than IUVF.L's maximum drawdown of -31.83%. Use the drawdown chart below to compare losses from any high point for VLUE and IUVF.L. For additional features, visit the drawdowns tool.
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Volatility
VLUE vs. IUVF.L - Volatility Comparison
The current volatility for iShares Edge MSCI USA Value Factor ETF (VLUE) is 4.91%, while iShares Edge MSCI USA Value Factor UCITS (IUVF.L) has a volatility of 5.21%. This indicates that VLUE experiences smaller price fluctuations and is considered to be less risky than IUVF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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