CHDEX vs. SWDA.L
Compare and contrast key facts about Cullen High Dividend Equity Fund (CHDEX) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
CHDEX is managed by Cullen Funds Trust. It was launched on Aug 1, 2003. SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHDEX or SWDA.L.
Correlation
The correlation between CHDEX and SWDA.L is 0.53, 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.
Performance
CHDEX vs. SWDA.L - Performance Comparison
Key characteristics
CHDEX:
0.40
SWDA.L:
0.03
CHDEX:
0.63
SWDA.L:
0.14
CHDEX:
1.09
SWDA.L:
1.02
CHDEX:
0.44
SWDA.L:
0.03
CHDEX:
1.75
SWDA.L:
0.11
CHDEX:
3.23%
SWDA.L:
4.37%
CHDEX:
14.13%
SWDA.L:
14.42%
CHDEX:
-49.12%
SWDA.L:
-25.58%
CHDEX:
-7.69%
SWDA.L:
-15.52%
Returns By Period
In the year-to-date period, CHDEX achieves a -1.64% return, which is significantly higher than SWDA.L's -11.47% return. Over the past 10 years, CHDEX has underperformed SWDA.L with an annualized return of 6.55%, while SWDA.L has yielded a comparatively higher 10.22% annualized return.
CHDEX
-1.64%
-6.00%
-7.69%
4.19%
10.31%
6.55%
SWDA.L
-11.47%
-7.76%
-8.19%
1.04%
11.98%
10.22%
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CHDEX vs. SWDA.L - Expense Ratio Comparison
CHDEX has a 1.00% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.
Risk-Adjusted Performance
CHDEX vs. SWDA.L — Risk-Adjusted Performance Rank
CHDEX
SWDA.L
CHDEX vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen High Dividend Equity Fund (CHDEX) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L). 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
CHDEX vs. SWDA.L - Dividend Comparison
CHDEX's dividend yield for the trailing twelve months is around 15.22%, while SWDA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDEX Cullen High Dividend Equity Fund | 15.22% | 15.09% | 12.45% | 8.23% | 10.94% | 11.08% | 6.24% | 14.64% | 9.93% | 5.24% | 5.05% | 7.06% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CHDEX vs. SWDA.L - Drawdown Comparison
The maximum CHDEX drawdown since its inception was -49.12%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for CHDEX and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
CHDEX vs. SWDA.L - Volatility Comparison
The current volatility for Cullen High Dividend Equity Fund (CHDEX) is 9.88%, while iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) has a volatility of 11.13%. This indicates that CHDEX experiences smaller price fluctuations and is considered to be less risky than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.