Correlation
The correlation between DCUIX and URTH is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
DCUIX vs. URTH
Compare and contrast key facts about DWS CROCI U.S. Fund (DCUIX) and iShares MSCI World ETF (URTH).
DCUIX is managed by DWS. It was launched on Apr 10, 2015. 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: DCUIX or URTH.
Performance
DCUIX vs. URTH - Performance Comparison
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Key characteristics
DCUIX:
-0.08
URTH:
0.80
DCUIX:
-0.03
URTH:
1.13
DCUIX:
1.00
URTH:
1.17
DCUIX:
-0.10
URTH:
0.78
DCUIX:
-0.28
URTH:
3.36
DCUIX:
8.08%
URTH:
3.95%
DCUIX:
19.54%
URTH:
18.31%
DCUIX:
-43.48%
URTH:
-34.01%
DCUIX:
-12.79%
URTH:
-0.48%
Returns By Period
In the year-to-date period, DCUIX achieves a -3.53% return, which is significantly lower than URTH's 5.02% return. Over the past 10 years, DCUIX has underperformed URTH with an annualized return of 4.56%, while URTH has yielded a comparatively higher 10.06% annualized return.
DCUIX
-3.53%
2.14%
-12.40%
-2.46%
5.55%
9.01%
4.56%
URTH
5.02%
3.88%
2.04%
13.77%
13.28%
14.33%
10.06%
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DCUIX vs. URTH - Expense Ratio Comparison
DCUIX has a 0.67% expense ratio, which is higher than URTH's 0.24% expense ratio.
Risk-Adjusted Performance
DCUIX vs. URTH — Risk-Adjusted Performance Rank
DCUIX
URTH
DCUIX vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS CROCI U.S. Fund (DCUIX) 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
DCUIX vs. URTH - Dividend Comparison
DCUIX's dividend yield for the trailing twelve months is around 9.24%, more than URTH's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCUIX DWS CROCI U.S. Fund | 9.24% | 8.91% | 1.64% | 2.76% | 1.66% | 2.45% | 6.07% | 4.25% | 2.45% | 0.31% | 1.38% | 0.00% |
URTH iShares MSCI World ETF | 1.40% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
DCUIX vs. URTH - Drawdown Comparison
The maximum DCUIX drawdown since its inception was -43.48%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for DCUIX and URTH.
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Volatility
DCUIX vs. URTH - Volatility Comparison
DWS CROCI U.S. Fund (DCUIX) has a higher volatility of 5.64% compared to iShares MSCI World ETF (URTH) at 3.86%. This indicates that DCUIX'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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