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. It was launched on Jan 10, 2018.
Performance
18M2.DE vs. DGCFX - Performance Comparison
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18M2.DE vs. DGCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 4.00% | 21.49% | 3.36% | 16.14% | -6.47% | 16.02% | -6.39% | 24.91% | -2.15% |
DGCFX DFA Global Core Plus Fixed Income Portfolio | 1.23% | -6.48% | 10.41% | 6.71% | -10.66% | 5.29% | -0.44% | 14.07% | 9.42% |
Different Trading Currencies
18M2.DE is traded in EUR, while DGCFX is traded in USD. To make them comparable, the DGCFX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 18M2.DE achieves a 4.00% return, which is significantly higher than DGCFX's 1.23% return.
18M2.DE
- 1D
- 1.36%
- 1M
- -0.59%
- YTD
- 4.00%
- 6M
- 10.96%
- 1Y
- 16.42%
- 3Y*
- 11.66%
- 5Y*
- 8.77%
- 10Y*
- 8.30%
DGCFX
- 1D
- -0.49%
- 1M
- -0.87%
- YTD
- 1.23%
- 6M
- 1.51%
- 1Y
- -3.00%
- 3Y*
- 2.94%
- 5Y*
- 0.93%
- 10Y*
- —
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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.
Return for Risk
18M2.DE vs. DGCFX — Risk / Return Rank
18M2.DE
DGCFX
18M2.DE vs. DGCFX - Risk-Adjusted Trends 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.
| 18M2.DE | DGCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | -0.33 | +1.58 |
Sortino ratioReturn per unit of downside risk | 1.62 | -0.38 | +2.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.95 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.29 | +1.99 |
Martin ratioReturn relative to average drawdown | 6.10 | -0.49 | +6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 18M2.DE | DGCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | -0.33 | +1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.11 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.43 | +0.01 |
Correlation
The correlation between 18M2.DE and DGCFX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
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 4.84%.
| TTM | 2025 | 2024 | 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% | 0.00% | 0.00% |
DGCFX DFA Global Core Plus Fixed Income Portfolio | 4.84% | 4.22% | 4.40% | 4.03% | 2.26% | 2.45% | 1.78% | 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 -13.17%. Use the drawdown chart below to compare losses from any high point for 18M2.DE and DGCFX.
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Drawdown Indicators
| 18M2.DE | DGCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.06% | -21.77% | -15.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -3.19% | -8.44% |
Max Drawdown (5Y)Largest decline over 5 years | -20.81% | -21.77% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | — | — |
Current DrawdownCurrent decline from peak | -1.97% | -2.42% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.45% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 0.81% | +1.95% |
Volatility
18M2.DE vs. DGCFX - Volatility Comparison
Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) has a higher volatility of 3.97% compared to DFA Global Core Plus Fixed Income Portfolio (DGCFX) at 2.29%. 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.
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Volatility by Period
| 18M2.DE | DGCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 2.29% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 4.33% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 7.91% | +5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 8.21% | +5.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 7.90% | +7.58% |