DIVD vs. ESGE
Compare and contrast key facts about Altrius Global Dividend ETF (DIVD) and iShares ESG Aware MSCI EM ETF (ESGE).
DIVD and ESGE 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. ESGE is a passively managed fund by iShares that tracks the performance of the MSCI EM Extended ESG Focus Index. It was launched on Jun 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVD or ESGE.
Correlation
The correlation between DIVD and ESGE is 0.62, 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
DIVD vs. ESGE - Performance Comparison
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Key characteristics
DIVD:
0.46
ESGE:
0.64
DIVD:
0.80
ESGE:
1.11
DIVD:
1.11
ESGE:
1.14
DIVD:
0.53
ESGE:
0.49
DIVD:
1.96
ESGE:
2.34
DIVD:
3.76%
ESGE:
5.76%
DIVD:
14.98%
ESGE:
19.45%
DIVD:
-13.88%
ESGE:
-41.07%
DIVD:
-2.24%
ESGE:
-13.35%
Returns By Period
The year-to-date returns for both investments are quite close, with DIVD having a 10.34% return and ESGE slightly higher at 10.69%.
DIVD
10.34%
6.99%
5.69%
6.89%
N/A
N/A
ESGE
10.69%
10.63%
8.57%
12.41%
7.20%
N/A
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DIVD vs. ESGE - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is higher than ESGE's 0.25% expense ratio.
Risk-Adjusted Performance
DIVD vs. ESGE — Risk-Adjusted Performance Rank
DIVD
ESGE
DIVD vs. ESGE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) and iShares ESG Aware MSCI EM ETF (ESGE). 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. ESGE - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 3.10%, more than ESGE's 2.17% 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% |
ESGE iShares ESG Aware MSCI EM ETF | 2.17% | 2.40% | 2.65% | 2.68% | 2.66% | 1.31% | 2.59% | 2.18% | 1.86% | 0.27% |
Drawdowns
DIVD vs. ESGE - Drawdown Comparison
The maximum DIVD drawdown since its inception was -13.88%, smaller than the maximum ESGE drawdown of -41.07%. Use the drawdown chart below to compare losses from any high point for DIVD and ESGE. For additional features, visit the drawdowns tool.
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Volatility
DIVD vs. ESGE - Volatility Comparison
The current volatility for Altrius Global Dividend ETF (DIVD) is 3.46%, while iShares ESG Aware MSCI EM ETF (ESGE) has a volatility of 4.68%. This indicates that DIVD experiences smaller price fluctuations and is considered to be less risky than ESGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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