Correlation
The correlation between CGIE and DFIV is 0.57, 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. DFIV
Compare and contrast key facts about Capital Group International Equity ETF (CGIE) and Dimensional International Value ETF (DFIV).
CGIE and DFIV 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. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGIE or DFIV.
Performance
CGIE vs. DFIV - Performance Comparison
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Key characteristics
CGIE:
0.65
DFIV:
1.00
CGIE:
0.92
DFIV:
1.27
CGIE:
1.12
DFIV:
1.18
CGIE:
0.72
DFIV:
1.02
CGIE:
1.99
DFIV:
3.97
CGIE:
4.99%
DFIV:
3.78%
CGIE:
17.17%
DFIV:
17.37%
CGIE:
-13.81%
DFIV:
-25.42%
CGIE:
-0.62%
DFIV:
-0.17%
Returns By Period
In the year-to-date period, CGIE achieves a 16.65% return, which is significantly lower than DFIV's 18.77% return.
CGIE
16.65%
5.70%
14.61%
10.32%
N/A
N/A
N/A
DFIV
18.77%
5.16%
16.70%
16.07%
13.18%
N/A
N/A
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CGIE vs. DFIV - Expense Ratio Comparison
CGIE has a 0.54% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
CGIE vs. DFIV — Risk-Adjusted Performance Rank
CGIE
DFIV
CGIE vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Equity ETF (CGIE) and Dimensional International Value ETF (DFIV). 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. DFIV - Dividend Comparison
CGIE's dividend yield for the trailing twelve months is around 1.09%, less than DFIV's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
CGIE Capital Group International Equity ETF | 1.09% | 1.27% | 0.19% | 0.00% | 0.00% |
DFIV Dimensional International Value ETF | 3.41% | 3.88% | 3.93% | 3.84% | 2.30% |
Drawdowns
CGIE vs. DFIV - Drawdown Comparison
The maximum CGIE drawdown since its inception was -13.81%, smaller than the maximum DFIV drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for CGIE and DFIV.
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Volatility
CGIE vs. DFIV - Volatility Comparison
Capital Group International Equity ETF (CGIE) has a higher volatility of 2.66% compared to Dimensional International Value ETF (DFIV) at 2.49%. This indicates that CGIE's price experiences larger fluctuations and is considered to be riskier than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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