DBEH vs. SVOL
Compare and contrast key facts about iM DBi Hedge Strategy ETF (DBEH) and Simplify Volatility Premium ETF (SVOL).
DBEH and SVOL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DBEH is an actively managed fund by Litman Gregory Capital Partners LLC. It was launched on Dec 18, 2019. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBEH or SVOL.
Key characteristics
| DBEH | SVOL |
|---|
Correlation
The correlation between DBEH and SVOL is 0.50, 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
DBEH vs. SVOL - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DBEH vs. SVOL - Expense Ratio Comparison
DBEH has a 0.85% expense ratio, which is higher than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
DBEH vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iM DBi Hedge Strategy ETF (DBEH) and Simplify Volatility Premium ETF (SVOL). 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
DBEH vs. SVOL - Dividend Comparison
DBEH has not paid dividends to shareholders, while SVOL's dividend yield for the trailing twelve months is around 16.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
DBEH iM DBi Hedge Strategy ETF | 5.62% | 3.05% | 1.54% | 17.43% | 0.06% | 0.02% |
SVOL Simplify Volatility Premium ETF | 16.37% | 16.37% | 18.31% | 4.65% | 0.00% | 0.00% |
Drawdowns
DBEH vs. SVOL - Drawdown Comparison
Volatility
DBEH vs. SVOL - Volatility Comparison
The current volatility for iM DBi Hedge Strategy ETF (DBEH) is 0.00%, while Simplify Volatility Premium ETF (SVOL) has a volatility of 3.45%. This indicates that DBEH experiences smaller price fluctuations and is considered to be less risky than SVOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.