Correlation
The correlation between CGIE and AADR is 0.65, 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.
CGIE vs. AADR
Compare and contrast key facts about Capital Group International Equity ETF (CGIE) and AdvisorShares Dorsey Wright ADR ETF (AADR).
CGIE and AADR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGIE is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. AADR is an actively managed fund by AdvisorShares. It was launched on Jul 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGIE or AADR.
Performance
CGIE vs. AADR - Performance Comparison
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Key characteristics
CGIE:
0.70
AADR:
1.11
CGIE:
1.12
AADR:
1.60
CGIE:
1.15
AADR:
1.22
CGIE:
0.91
AADR:
1.33
CGIE:
2.52
AADR:
6.27
CGIE:
4.99%
AADR:
4.38%
CGIE:
17.26%
AADR:
25.09%
CGIE:
-13.81%
AADR:
-45.01%
CGIE:
0.00%
AADR:
-0.22%
Returns By Period
In the year-to-date period, CGIE achieves a 18.43% return, which is significantly higher than AADR's 16.08% return.
CGIE
18.43%
7.31%
16.65%
12.00%
N/A
N/A
N/A
AADR
16.08%
8.61%
18.41%
27.67%
14.16%
12.16%
8.20%
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CGIE vs. AADR - Expense Ratio Comparison
CGIE has a 0.54% expense ratio, which is lower than AADR's 1.10% expense ratio.
Risk-Adjusted Performance
CGIE vs. AADR — Risk-Adjusted Performance Rank
CGIE
AADR
CGIE vs. AADR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Equity ETF (CGIE) and AdvisorShares Dorsey Wright ADR ETF (AADR). 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.
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Dividends
CGIE vs. AADR - Dividend Comparison
CGIE's dividend yield for the trailing twelve months is around 1.08%, less than AADR's 1.15% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIE Capital Group International Equity ETF | 1.08% | 1.28% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AADR AdvisorShares Dorsey Wright ADR ETF | 1.15% | 1.33% | 0.74% | 3.65% | 0.92% | 0.11% | 0.58% | 0.75% | 0.74% | 0.58% | 0.81% | 0.49% |
Drawdowns
CGIE vs. AADR - Drawdown Comparison
The maximum CGIE drawdown since its inception was -13.81%, smaller than the maximum AADR drawdown of -45.01%. Use the drawdown chart below to compare losses from any high point for CGIE and AADR.
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Volatility
CGIE vs. AADR - Volatility Comparison
The current volatility for Capital Group International Equity ETF (CGIE) is 2.91%, while AdvisorShares Dorsey Wright ADR ETF (AADR) has a volatility of 4.24%. This indicates that CGIE experiences smaller price fluctuations and is considered to be less risky than AADR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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