XDUS.L vs. UDVD.L

Last updated Jul 18, 2026

XDUS.L (Xtrackers MSCI USA UCITS ETF 1C) and UDVD.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) are both Large Cap Blend Equities funds - XDUS.L tracks the Russell 1000 TR USD while UDVD.L tracks the S&P High Yield Dividend Aristocrats Index. Both are passively managed. Over the past 10 years, XDUS.L returned 14.48%/yr vs 8.59%/yr for UDVD.L. A 0.70 correlation means they provide meaningful diversification when combined. XDUS.L charges 0.07%/yr vs 0.35%/yr for UDVD.L.

Performance

XDUS.L vs. UDVD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

XDUS.L is traded in GBp, while UDVD.L is traded in USD. To make them comparable, the UDVD.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, XDUS.L achieves a 8.97% return, which is significantly lower than UDVD.L's 12.53% return. Over the past 10 years, XDUS.L has outperformed UDVD.L with an annualized return of 14.48%, while UDVD.L has yielded a comparatively lower 8.59% annualized return.

XDUS.L

• 1D: -0.98%
• 1M: -0.78%
• 6M: 7.41%
• YTD: 8.97%
• 1Y: 19.29%
• 3Y*: 18.30%
• 5Y*: 12.87%
• 10Y*: 14.48%

UDVD.L

• 1D: 0.52%
• 1M: 1.57%
• 6M: 7.17%
• YTD: 12.53%
• 1Y: 14.97%
• 3Y*: 9.03%
• 5Y*: 7.70%
• 10Y*: 8.59%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XDUS.L vs. UDVD.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
XDUS.L Xtrackers MSCI USA UCITS ETF 1C	8.97%	9.21%	27.38%	20.65%	-10.42%	28.96%	16.52%	26.57%	-0.19%	10.82%
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis	12.53%	0.84%	9.52%	-3.05%	11.52%	26.23%	-2.19%	17.98%	1.76%	5.73%

Correlation

The correlation between XDUS.L and UDVD.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.56
Correlation (10Y) Calculated over the trailing 10-year period	0.66
Correlation (All Time) Calculated using the full available price history since Jul 3, 2014	0.70

Over the past year, the correlation between XDUS.L and UDVD.L has dropped to 0.20 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.

XDUS.L vs. UDVD.L - Sectors Allocation Comparison

Sectors	XDUS.L	UDVD.L
Technology	38.9%	12.1%
Financial Services	10.9%	12.0%
Communication Services	10.7%	2.6%
Consumer Cyclical	9.9%	5.1%
Healthcare	8.4%	7.5%
Industrials	8.1%	17.3%
Consumer Defensive	4.4%	16.3%
Energy	3.2%	3.1%
Utilities	2.0%	14.2%
Real Estate	1.8%	4.5%
Basic Materials	1.7%	5.4%

Return for Risk

XDUS.L vs. UDVD.L — Risk / Return Rank

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

XDUS.L

XDUS.L Risk / Return Rank: 66
XDUS.L Sharpe Ratio Rank: 68
XDUS.L Sortino Ratio Rank: 65
XDUS.L Omega Ratio Rank: 68
XDUS.L Calmar Ratio Rank: 66
XDUS.L Martin Ratio Rank: 65

UDVD.L

UDVD.L Risk / Return Rank: 54
UDVD.L Sharpe Ratio Rank: 58
UDVD.L Sortino Ratio Rank: 61
UDVD.L Omega Ratio Rank: 53
UDVD.L Calmar Ratio Rank: 54
UDVD.L Martin Ratio Rank: 43

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.

XDUS.L vs. UDVD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.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.

	XDUS.L	UDVD.L	Difference
Sharpe ratio: Return per unit of total volatility	1.71	1.37	+0.34
Sortino ratio: Return per unit of downside risk	2.36	1.93	+0.43
Omega ratio: Gain probability vs. loss probability	1.31	1.24	+0.07
Calmar ratio: Return relative to maximum drawdown	2.56	2.30	+0.26
Martin ratio: Return relative to average drawdown	8.87	5.98	+2.88

XDUS.L vs. UDVD.L - Sharpe Ratio Comparison

The current XDUS.L Sharpe Ratio is 1.71, which is comparable to the UDVD.L Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of XDUS.L and UDVD.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.

Drawdowns

XDUS.L vs. UDVD.L - Drawdown Comparison

The maximum XDUS.L drawdown since its inception was -25.82%, smaller than the maximum UDVD.L drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for XDUS.L and UDVD.L.

Drawdown Indicators

	XDUS.L	UDVD.L	Difference
Max Drawdown Largest peak-to-trough decline	-25.82%	-28.19%	+2.37%
Max Drawdown (1Y) Largest decline over 1 year	-7.50%	-6.47%	-1.03%
Max Drawdown (3Y) Largest decline over 3 years	-21.51%	-16.57%	-4.94%
Max Drawdown (5Y) Largest decline over 5 years	-21.51%	-16.57%	-4.94%
Max Drawdown (10Y) Largest decline over 10 years	-25.82%	-28.19%	+2.37%
Current Drawdown Current decline from peak	-1.88%	-0.77%	-1.11%
Average Drawdown Average peak-to-trough decline	-3.48%	-4.18%	+0.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.17%	2.50%	-0.33%

Volatility

XDUS.L vs. UDVD.L - Volatility Comparison

The current volatility for Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) is 3.15%, while SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) has a volatility of 4.11%. This indicates that XDUS.L experiences smaller price fluctuations and is considered to be less risky than UDVD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XDUS.L	UDVD.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.15%	4.11%	-0.96%
Volatility (6M) Calculated over the trailing 6-month period	8.01%	8.73%	-0.72%
Volatility (1Y) Calculated over the trailing 1-year period	11.26%	10.92%	+0.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.69%	13.80%	+0.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.62%	15.86%	-0.24%

XDUS.L vs. UDVD.L - Expense Ratio Comparison

XDUS.L has a 0.07% expense ratio, which is lower than UDVD.L's 0.35% expense ratio.

Dividends

XDUS.L vs. UDVD.L - Dividend Comparison

XDUS.L has not paid dividends to shareholders, while UDVD.L's dividend yield for the trailing twelve months is around 2.00%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis	2.00%	2.17%	2.03%	2.24%	2.13%	2.15%	2.36%	2.01%	2.27%	1.78%	1.83%	2.06%
XDUS.L Xtrackers MSCI USA UCITS ETF 1C	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XDUS.L and UDVD.L in my portfolio?

XDUS.L and UDVD.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XDUS.L or UDVD.L?

On fees, XDUS.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XDUS.L or UDVD.L?

XDUS.L is cheaper with a 0.07% expense ratio, compared with 0.35% for UDVD.L.

What is the main difference between XDUS.L and UDVD.L?

XDUS.L tracks Russell 1000 TR USD, while UDVD.L tracks S&P High Yield Dividend Aristocrats Index. They also come from different issuers: Xtrackers and State Street. Their fees differ too: 0.07% for XDUS.L and 0.35% for UDVD.L.