^GSPTXDV vs. V
Compare and contrast key facts about S&P/TSX Dividend Aristocrats (^GSPTXDV) and Visa Inc. (V).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^GSPTXDV or V.
Key characteristics
| ^GSPTXDV | V | |
|---|---|---|
| YTD Return | 12.63% | 11.00% |
| 1Y Return | 17.11% | 19.92% |
| 3Y Return (Ann) | 2.92% | 9.67% |
| 5Y Return (Ann) | 5.01% | 10.94% |
| 10Y Return (Ann) | 2.68% | 19.00% |
| Sharpe Ratio | 1.88 | 1.10 |
| Daily Std Dev | 10.90% | 15.27% |
| Max Drawdown | -46.09% | -51.90% |
| Current Drawdown | 0.00% | -0.66% |
Correlation
The correlation between ^GSPTXDV and V is 0.45, 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
^GSPTXDV vs. V - Performance Comparison
In the year-to-date period, ^GSPTXDV achieves a 12.63% return, which is significantly higher than V's 11.00% return. Over the past 10 years, ^GSPTXDV has underperformed V with an annualized return of 2.68%, while V has yielded a comparatively higher 19.00% annualized 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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Risk-Adjusted Performance
^GSPTXDV vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P/TSX Dividend Aristocrats (^GSPTXDV) and Visa Inc. (V). 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.
Drawdowns
^GSPTXDV vs. V - Drawdown Comparison
The maximum ^GSPTXDV drawdown since its inception was -46.09%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for ^GSPTXDV and V. For additional features, visit the drawdowns tool.
Volatility
^GSPTXDV vs. V - Volatility Comparison
The current volatility for S&P/TSX Dividend Aristocrats (^GSPTXDV) is 2.33%, while Visa Inc. (V) has a volatility of 3.79%. This indicates that ^GSPTXDV experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.