DCREX vs. HYDB
Compare and contrast key facts about Dunham Real Estate Stock Fund (DCREX) and iShares High Yield Bond Factor ETF (HYDB).
DCREX is managed by Dunham. It was launched on Dec 10, 2004. HYDB is a passively managed fund by iShares that tracks the performance of the BlackRock High Yield Defensive Bond Index. It was launched on Jul 11, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCREX or HYDB.
Correlation
The correlation between DCREX and HYDB is 0.55, 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
DCREX vs. HYDB - Performance Comparison
Key characteristics
DCREX:
0.74
HYDB:
2.53
DCREX:
1.10
HYDB:
3.69
DCREX:
1.14
HYDB:
1.48
DCREX:
0.26
HYDB:
5.54
DCREX:
2.88
HYDB:
19.41
DCREX:
4.16%
HYDB:
0.55%
DCREX:
16.15%
HYDB:
4.25%
DCREX:
-79.16%
HYDB:
-21.58%
DCREX:
-37.00%
HYDB:
0.00%
Returns By Period
In the year-to-date period, DCREX achieves a 1.49% return, which is significantly lower than HYDB's 1.85% return.
DCREX
1.49%
1.01%
0.17%
12.58%
-5.76%
-3.51%
HYDB
1.85%
0.69%
4.02%
10.66%
4.95%
N/A
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DCREX vs. HYDB - Expense Ratio Comparison
DCREX has a 2.37% expense ratio, which is higher than HYDB's 0.35% expense ratio.
Risk-Adjusted Performance
DCREX vs. HYDB — Risk-Adjusted Performance Rank
DCREX
HYDB
DCREX vs. HYDB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Real Estate Stock Fund (DCREX) and iShares High Yield Bond Factor ETF (HYDB). 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
DCREX vs. HYDB - Dividend Comparison
DCREX's dividend yield for the trailing twelve months is around 0.09%, less than HYDB's 7.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DCREX Dunham Real Estate Stock Fund | 0.09% | 0.09% | 1.72% | 0.00% | 0.00% | 0.00% | 1.16% | 1.07% | 0.00% | 1.40% | 0.14% |
HYDB iShares High Yield Bond Factor ETF | 7.03% | 6.95% | 7.00% | 6.30% | 4.70% | 5.81% | 5.68% | 6.17% | 2.70% | 0.00% | 0.00% |
Drawdowns
DCREX vs. HYDB - Drawdown Comparison
The maximum DCREX drawdown since its inception was -79.16%, which is greater than HYDB's maximum drawdown of -21.58%. Use the drawdown chart below to compare losses from any high point for DCREX and HYDB. For additional features, visit the drawdowns tool.
Volatility
DCREX vs. HYDB - Volatility Comparison
Dunham Real Estate Stock Fund (DCREX) has a higher volatility of 3.94% compared to iShares High Yield Bond Factor ETF (HYDB) at 0.91%. This indicates that DCREX's price experiences larger fluctuations and is considered to be riskier than HYDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.