VMIG.L vs. CUKS.L
Compare and contrast key facts about Vanguard FTSE 250 UCITS ETF (GBP) Accumulating (VMIG.L) and iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.L).
VMIG.L and CUKS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VMIG.L is a passively managed fund by Vanguard that tracks the performance of the FTSE 250 Ex Investment Trust TR GBP. It was launched on May 14, 2019. CUKS.L is a passively managed fund by iShares that tracks the performance of the FTSE Small Cap Ex Invest Trust TR GBP. It was launched on Jul 1, 2009. Both VMIG.L and CUKS.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: VMIG.L or CUKS.L.
Key characteristics
| VMIG.L | CUKS.L | |
|---|---|---|
| YTD Return | 7.06% | 6.31% |
| 1Y Return | 18.71% | 19.12% |
| 3Y Return (Ann) | -1.44% | -3.51% |
| 5Y Return (Ann) | 2.75% | 0.97% |
| Sharpe Ratio | 1.37 | 1.32 |
| Sortino Ratio | 2.06 | 1.90 |
| Omega Ratio | 1.25 | 1.23 |
| Calmar Ratio | 0.82 | 0.64 |
| Martin Ratio | 7.35 | 7.30 |
| Ulcer Index | 2.40% | 2.49% |
| Daily Std Dev | 12.91% | 13.72% |
| Max Drawdown | -41.38% | -42.42% |
| Current Drawdown | -6.84% | -14.09% |
Correlation
The correlation between VMIG.L and CUKS.L is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VMIG.L vs. CUKS.L - Performance Comparison
In the year-to-date period, VMIG.L achieves a 7.06% return, which is significantly higher than CUKS.L's 6.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VMIG.L vs. CUKS.L - Expense Ratio Comparison
VMIG.L has a 0.10% expense ratio, which is lower than CUKS.L's 0.58% expense ratio.
Risk-Adjusted Performance
VMIG.L vs. CUKS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE 250 UCITS ETF (GBP) Accumulating (VMIG.L) and iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.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.
Dividends
VMIG.L vs. CUKS.L - Dividend Comparison
Neither VMIG.L nor CUKS.L has paid dividends to shareholders.
Drawdowns
VMIG.L vs. CUKS.L - Drawdown Comparison
The maximum VMIG.L drawdown since its inception was -41.38%, roughly equal to the maximum CUKS.L drawdown of -42.42%. Use the drawdown chart below to compare losses from any high point for VMIG.L and CUKS.L. For additional features, visit the drawdowns tool.
Volatility
VMIG.L vs. CUKS.L - Volatility Comparison
The current volatility for Vanguard FTSE 250 UCITS ETF (GBP) Accumulating (VMIG.L) is 3.83%, while iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.L) has a volatility of 4.09%. This indicates that VMIG.L experiences smaller price fluctuations and is considered to be less risky than CUKS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.