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XDUS.L vs. USDV.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XDUS.L vs. USDV.L

Last updated Jun 5, 2026

XDUS.L (Xtrackers MSCI USA UCITS ETF 1C) and USDV.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 USDV.L tracks the S&P High Yield Dividend Aristocrats Index. Both are passively managed. Over the past 10 years, XDUS.L returned 16.05%/yr vs 9.84%/yr for USDV.L. A 0.62 correlation means they provide meaningful diversification when combined. XDUS.L charges 0.07%/yr vs 0.35%/yr for USDV.L.

Performance

XDUS.L vs. USDV.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 (USDV.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDUS.L is traded in GBp, while USDV.L is traded in GBP. To make them comparable, the USDV.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 10.50% return, which is significantly higher than USDV.L's 7.22% return. Over the past 10 years, XDUS.L has outperformed USDV.L with an annualized return of 16.05%, while USDV.L has yielded a comparatively lower 9.84% annualized return.

XDUS.L

1D
0.05%
1M
5.63%
YTD
10.50%
6M
10.29%
1Y
28.78%
3Y*
19.16%
5Y*
14.56%
10Y*
16.05%

USDV.L

1D
0.13%
1M
1.76%
YTD
7.22%
6M
7.16%
1Y
14.02%
3Y*
6.93%
5Y*
6.79%
10Y*
9.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

2026 (YTD)202520242023202220212020201920182017
XDUS.L
Xtrackers MSCI USA UCITS ETF 1C		10.50%9.21%27.38%20.65%-10.42%28.96%16.52%26.57%-0.19%10.82%
USDV.L
SPDR S&P US Dividend Aristocrats UCITS ETF Dis		7.22%1.15%9.34%-3.52%11.58%26.74%-2.72%19.69%1.49%6.73%

Correlation

The correlation between XDUS.L and USDV.L is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.26

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

0.44

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

0.58

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

0.68

Correlation (All Time)
Calculated using the full available price history since Sep 3, 2014

0.62

Over the past year, the correlation between XDUS.L and USDV.L has dropped to 0.26 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.

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

Sectors
XDUS.L
USDV.L

Technology

35.4%
8.9%

Financial Services

11.6%
11.5%

Communication Services

11.3%
3.5%

Consumer Cyclical

10.1%
5.2%

Healthcare

8.6%
6.2%

Industrials

8.6%
17.5%

Consumer Defensive

4.8%
17.0%

Energy

3.6%
4.5%

Utilities

2.3%
14.8%

Real Estate

1.9%
4.6%

Basic Materials

1.8%
6.4%

Technology

XDUS.L
35.4%
USDV.L
8.9%

Financial Services

XDUS.L
11.6%
USDV.L
11.5%

Communication Services

XDUS.L
11.3%
USDV.L
3.5%

Consumer Cyclical

XDUS.L
10.1%
USDV.L
5.2%

Healthcare

XDUS.L
8.6%
USDV.L
6.2%

Industrials

XDUS.L
8.6%
USDV.L
17.5%

Consumer Defensive

XDUS.L
4.8%
USDV.L
17.0%

Energy

XDUS.L
3.6%
USDV.L
4.5%

Utilities

XDUS.L
2.3%
USDV.L
14.8%

Real Estate

XDUS.L
1.9%
USDV.L
4.6%

Basic Materials

XDUS.L
1.8%
USDV.L
6.4%

Compare stocks, funds, or ETFs

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Xtrackers MSCI USA UCITS ETF 1C

SPDR S&P US Dividend Aristocrats UCITS ETF Dis

Often compared with XDUS.L:
XDUS.L vs. EUSAXDUS.L vs. CU1.LXDUS.L vs. GPSA.LXDUS.L vs. XNAQ.LXDUS.L vs. HMUS.LXDUS.L vs. XWD1.DEXDUS.L vs. XZMD.L
Often compared with USDV.L:
USDV.L vs. SCHDUSDV.L vs. UDVD.LUSDV.L vs. SPYUSDV.L vs. VOOUSDV.L vs. XUHY.LUSDV.L vs. QDIVUSDV.L vs. VUAA.L

Return for Risk

XDUS.L vs. USDV.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: 7979
Overall Rank
XDUS.L Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
XDUS.L Sortino Ratio Rank: 8181
Sortino Ratio Rank
XDUS.L Omega Ratio Rank: 8484
Omega Ratio Rank
XDUS.L Calmar Ratio Rank: 7676
Calmar Ratio Rank
XDUS.L Martin Ratio Rank: 7373
Martin Ratio Rank
USDV.L
USDV.L Risk / Return Rank: 4141
Overall Rank
USDV.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
USDV.L Sortino Ratio Rank: 4343
Sortino Ratio Rank
USDV.L Omega Ratio Rank: 3939
Omega Ratio Rank
USDV.L Calmar Ratio Rank: 4343
Calmar Ratio Rank
USDV.L Martin Ratio Rank: 3535
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.

XDUS.L vs. USDV.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 (USDV.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.

XDUS.LUSDV.LDifference
Sharpe ratioReturn per unit of total volatility
2.68
1.44

+1.24

Sortino ratioReturn per unit of downside risk
3.59
2.15

+1.45

Omega ratioGain probability vs. loss probability

1.50

1.25

+0.25

Calmar ratioReturn relative to maximum drawdown

3.82

2.12

+1.71

Martin ratioReturn relative to average drawdown

13.55

5.42

+8.13

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

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

The current XDUS.L Sharpe Ratio is 2.68, which is higher than the USDV.L Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of XDUS.L and USDV.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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Sharpe Ratios by Period

XDUS.LUSDV.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.68

1.44

+1.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

0.53

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.05

0.64

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

1.08

0.84

+0.24

Drawdowns

XDUS.L vs. USDV.L - Drawdown Comparison

The maximum XDUS.L drawdown since its inception was -25.82%, smaller than the maximum USDV.L drawdown of -27.80%. Use the drawdown chart below to compare losses from any high point for XDUS.L and USDV.L.

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Drawdown Indicators

XDUS.LUSDV.LDifference

Max Drawdown

Largest peak-to-trough decline

-25.82%

-27.80%

+1.98%

Max Drawdown (1Y)

Largest decline over 1 year

-7.50%

-6.60%

-0.90%

Max Drawdown (3Y)

Largest decline over 3 years

-21.51%

-16.30%

-5.21%

Max Drawdown (5Y)

Largest decline over 5 years

-21.51%

-16.30%

-5.21%

Max Drawdown (10Y)

Largest decline over 10 years

-25.82%

-27.80%

+1.98%

Current Drawdown

Current decline from peak

-0.16%

-3.68%

+3.52%

Average Drawdown

Average peak-to-trough decline

-3.60%

-4.14%

+0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.12%

2.58%

-0.46%

Volatility

XDUS.L vs. USDV.L - Volatility Comparison

Xtrackers MSCI USA UCITS ETF 1C (XDUS.L) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) have volatilities of 2.60% and 2.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XDUS.LUSDV.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.60%

2.53%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

7.27%

7.19%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

10.70%

9.69%

+1.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.64%

12.78%

+1.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.25%

15.33%

+0.92%

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

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

Dividends

XDUS.L vs. USDV.L - Dividend Comparison

XDUS.L has not paid dividends to shareholders, while USDV.L's dividend yield for the trailing twelve months is around 2.04%.

PositionTTM20252024202320222021202020192018201720162015
USDV.L
SPDR S&P US Dividend Aristocrats UCITS ETF Dis		2.04%2.20%1.99%2.29%2.11%2.12%2.57%2.65%2.19%3.07%1.65%2.00%
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

XDUS.L and USDV.L have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

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

XDUS.L tracks Russell 1000 TR USD, while USDV.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 USDV.L.

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