18M2.DE vs. DGCFX
Compare and contrast key facts about Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) and DFA Global Core Plus Fixed Income Portfolio (DGCFX).
18M2.DE is a passively managed fund by Amundi that tracks the performance of the MSCI EMU High Dividend Yield. It was launched on Mar 3, 2009. DGCFX is managed by Dimensional Fund Advisors LP. It was launched on Jan 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 18M2.DE or DGCFX.
Correlation
The correlation between 18M2.DE and DGCFX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
18M2.DE vs. DGCFX - Performance Comparison
Key characteristics
18M2.DE:
0.26
DGCFX:
1.14
18M2.DE:
0.42
DGCFX:
1.64
18M2.DE:
1.05
DGCFX:
1.20
18M2.DE:
0.30
DGCFX:
0.41
18M2.DE:
0.76
DGCFX:
4.64
18M2.DE:
3.53%
DGCFX:
1.04%
18M2.DE:
10.02%
DGCFX:
4.23%
18M2.DE:
-37.06%
DGCFX:
-22.37%
18M2.DE:
-6.16%
DGCFX:
-6.67%
Returns By Period
In the year-to-date period, 18M2.DE achieves a 2.98% return, which is significantly lower than DGCFX's 3.92% return.
18M2.DE
2.98%
-0.65%
-1.35%
2.99%
3.88%
7.00%
DGCFX
3.92%
0.48%
2.90%
4.61%
0.20%
N/A
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18M2.DE vs. DGCFX - Expense Ratio Comparison
18M2.DE has a 0.30% expense ratio, which is higher than DGCFX's 0.25% expense ratio.
Risk-Adjusted Performance
18M2.DE vs. DGCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) and DFA Global Core Plus Fixed Income Portfolio (DGCFX). 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
18M2.DE vs. DGCFX - Dividend Comparison
18M2.DE has not paid dividends to shareholders, while DGCFX's dividend yield for the trailing twelve months is around 4.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGCFX DFA Global Core Plus Fixed Income Portfolio | 4.38% | 4.04% | 2.26% | 1.68% | 1.55% | 1.92% | 6.17% |
Drawdowns
18M2.DE vs. DGCFX - Drawdown Comparison
The maximum 18M2.DE drawdown since its inception was -37.06%, which is greater than DGCFX's maximum drawdown of -22.37%. Use the drawdown chart below to compare losses from any high point for 18M2.DE and DGCFX. For additional features, visit the drawdowns tool.
Volatility
18M2.DE vs. DGCFX - Volatility Comparison
Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) has a higher volatility of 3.98% compared to DFA Global Core Plus Fixed Income Portfolio (DGCFX) at 1.16%. This indicates that 18M2.DE's price experiences larger fluctuations and is considered to be riskier than DGCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.