DIVD vs. ESG
Compare and contrast key facts about Altrius Global Dividend ETF (DIVD) and FlexShares STOXX US ESG Select Index Fund (ESG).
DIVD and ESG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVD is an actively managed fund by Altrius. It was launched on Sep 29, 2022. ESG is a passively managed fund by Northern Trust that tracks the performance of the STOXX USA ESG Select KPIs Index. It was launched on Jul 13, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVD or ESG.
Correlation
The correlation between DIVD and ESG is 0.71, 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
DIVD vs. ESG - Performance Comparison
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Key characteristics
DIVD:
0.46
ESG:
0.76
DIVD:
0.80
ESG:
1.16
DIVD:
1.11
ESG:
1.17
DIVD:
0.53
ESG:
0.76
DIVD:
1.96
ESG:
2.96
DIVD:
3.76%
ESG:
4.74%
DIVD:
14.98%
ESG:
18.61%
DIVD:
-13.88%
ESG:
-32.53%
DIVD:
-2.24%
ESG:
-3.79%
Returns By Period
In the year-to-date period, DIVD achieves a 10.34% return, which is significantly higher than ESG's 2.09% return.
DIVD
10.34%
6.99%
5.69%
6.89%
N/A
N/A
ESG
2.09%
9.82%
1.25%
13.96%
16.84%
N/A
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DIVD vs. ESG - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is higher than ESG's 0.32% expense ratio.
Risk-Adjusted Performance
DIVD vs. ESG — Risk-Adjusted Performance Rank
DIVD
ESG
DIVD vs. ESG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) and FlexShares STOXX US ESG Select Index Fund (ESG). 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
DIVD vs. ESG - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 3.10%, more than ESG's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVD Altrius Global Dividend ETF | 3.10% | 3.39% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ESG FlexShares STOXX US ESG Select Index Fund | 1.14% | 1.18% | 1.10% | 1.38% | 1.03% | 1.33% | 1.51% | 1.72% | 1.93% | 0.92% |
Drawdowns
DIVD vs. ESG - Drawdown Comparison
The maximum DIVD drawdown since its inception was -13.88%, smaller than the maximum ESG drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for DIVD and ESG. For additional features, visit the drawdowns tool.
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Volatility
DIVD vs. ESG - Volatility Comparison
The current volatility for Altrius Global Dividend ETF (DIVD) is 3.46%, while FlexShares STOXX US ESG Select Index Fund (ESG) has a volatility of 5.80%. This indicates that DIVD experiences smaller price fluctuations and is considered to be less risky than ESG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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