^W1DOW vs. OEF
Compare and contrast key facts about Dow Jones Global Index (^W1DOW) and iShares S&P 100 ETF (OEF).
OEF is a passively managed fund by iShares that tracks the performance of the S&P 100 Index. It was launched on Oct 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^W1DOW or OEF.
Correlation
The correlation between ^W1DOW and OEF is 0.81, 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
^W1DOW vs. OEF - Performance Comparison
Key characteristics
^W1DOW:
1.28
OEF:
1.88
^W1DOW:
1.74
OEF:
2.51
^W1DOW:
1.24
OEF:
1.34
^W1DOW:
1.60
OEF:
2.70
^W1DOW:
6.52
OEF:
11.32
^W1DOW:
2.04%
OEF:
2.32%
^W1DOW:
10.39%
OEF:
13.99%
^W1DOW:
-59.33%
OEF:
-54.12%
^W1DOW:
-1.49%
OEF:
-2.06%
Returns By Period
In the year-to-date period, ^W1DOW achieves a 3.72% return, which is significantly higher than OEF's 1.84% return. Over the past 10 years, ^W1DOW has underperformed OEF with an annualized return of 6.06%, while OEF has yielded a comparatively higher 14.11% annualized return.
^W1DOW
3.72%
0.59%
4.69%
14.24%
7.73%
6.06%
OEF
1.84%
-0.90%
9.11%
23.18%
16.07%
14.11%
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Risk-Adjusted Performance
^W1DOW vs. OEF — Risk-Adjusted Performance Rank
^W1DOW
OEF
^W1DOW vs. OEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones Global Index (^W1DOW) and iShares S&P 100 ETF (OEF). 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
^W1DOW vs. OEF - Drawdown Comparison
The maximum ^W1DOW drawdown since its inception was -59.33%, which is greater than OEF's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for ^W1DOW and OEF. For additional features, visit the drawdowns tool.
Volatility
^W1DOW vs. OEF - Volatility Comparison
The current volatility for Dow Jones Global Index (^W1DOW) is 2.85%, while iShares S&P 100 ETF (OEF) has a volatility of 3.63%. This indicates that ^W1DOW experiences smaller price fluctuations and is considered to be less risky than OEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.