CHE vs. URTH
Compare and contrast key facts about Chemed Corporation (CHE) and iShares MSCI World ETF (URTH).
URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHE or URTH.
Correlation
The correlation between CHE and URTH is 0.46, 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
CHE vs. URTH - Performance Comparison
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Key characteristics
CHE:
-0.01
URTH:
0.58
CHE:
0.09
URTH:
0.98
CHE:
1.01
URTH:
1.14
CHE:
-0.07
URTH:
0.65
CHE:
-0.20
URTH:
2.80
CHE:
7.02%
URTH:
3.94%
CHE:
24.51%
URTH:
18.09%
CHE:
-56.47%
URTH:
-34.01%
CHE:
-12.07%
URTH:
-4.45%
Returns By Period
In the year-to-date period, CHE achieves a 7.73% return, which is significantly higher than URTH's 0.82% return. Over the past 10 years, CHE has outperformed URTH with an annualized return of 17.33%, while URTH has yielded a comparatively lower 9.64% annualized return.
CHE
7.73%
-3.42%
2.33%
-0.53%
5.78%
17.33%
URTH
0.82%
8.80%
-1.27%
10.22%
14.38%
9.64%
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Risk-Adjusted Performance
CHE vs. URTH — Risk-Adjusted Performance Rank
CHE
URTH
CHE vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chemed Corporation (CHE) and iShares MSCI World ETF (URTH). 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
CHE vs. URTH - Dividend Comparison
CHE's dividend yield for the trailing twelve months is around 0.33%, less than URTH's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHE Chemed Corporation | 0.33% | 0.34% | 0.27% | 0.29% | 0.26% | 0.25% | 0.28% | 0.41% | 0.44% | 0.62% | 0.61% | 0.79% |
URTH iShares MSCI World ETF | 1.46% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
CHE vs. URTH - Drawdown Comparison
The maximum CHE drawdown since its inception was -56.47%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for CHE and URTH. For additional features, visit the drawdowns tool.
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Volatility
CHE vs. URTH - Volatility Comparison
Chemed Corporation (CHE) has a higher volatility of 9.52% compared to iShares MSCI World ETF (URTH) at 5.89%. This indicates that CHE's price experiences larger fluctuations and is considered to be riskier than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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