DDWM vs. LVHI
Compare and contrast key facts about WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
DDWM and LVHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DDWM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Dynamic Currency Hedged International Equity Index. It was launched on Jan 7, 2016. LVHI is a passively managed fund by Franklin Templeton that tracks the performance of the QS International Low Volatility High Dividend Hedged Index. It was launched on Jul 27, 2016. Both DDWM and LVHI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DDWM or LVHI.
Correlation
The correlation between DDWM and LVHI is 0.76, 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.
Performance
DDWM vs. LVHI - Performance Comparison
Key characteristics
DDWM:
1.55
LVHI:
1.99
DDWM:
2.11
LVHI:
2.60
DDWM:
1.27
LVHI:
1.36
DDWM:
2.20
LVHI:
2.93
DDWM:
6.58
LVHI:
13.55
DDWM:
2.52%
LVHI:
1.38%
DDWM:
10.74%
LVHI:
9.44%
DDWM:
-35.00%
LVHI:
-32.31%
DDWM:
-1.22%
LVHI:
-0.78%
Returns By Period
In the year-to-date period, DDWM achieves a 6.02% return, which is significantly higher than LVHI's 4.42% return.
DDWM
6.02%
4.32%
4.06%
15.89%
8.18%
N/A
LVHI
4.42%
3.01%
8.48%
18.22%
9.20%
N/A
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DDWM vs. LVHI - Expense Ratio Comparison
Both DDWM and LVHI have an expense ratio of 0.40%.
Risk-Adjusted Performance
DDWM vs. LVHI — Risk-Adjusted Performance Rank
DDWM
LVHI
DDWM vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) and Legg Mason International Low Volatility High Dividend ETF (LVHI). 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
DDWM vs. LVHI - Dividend Comparison
DDWM's dividend yield for the trailing twelve months is around 3.37%, less than LVHI's 4.74% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 3.37% | 3.57% | 4.46% | 4.28% | 3.73% | 3.52% | 3.63% | 4.40% | 2.65% | 4.00% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.74% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% |
Drawdowns
DDWM vs. LVHI - Drawdown Comparison
The maximum DDWM drawdown since its inception was -35.00%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for DDWM and LVHI. For additional features, visit the drawdowns tool.
Volatility
DDWM vs. LVHI - Volatility Comparison
WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) and Legg Mason International Low Volatility High Dividend ETF (LVHI) have volatilities of 2.77% and 2.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.