DIVD vs. NUGIX
Compare and contrast key facts about Altrius Global Dividend ETF (DIVD) and Nuveen Global Dividend Growth Fund (NUGIX).
DIVD is an actively managed fund by Altrius. It was launched on Sep 29, 2022. NUGIX is managed by Nuveen. It was launched on Jun 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVD or NUGIX.
Correlation
The correlation between DIVD and NUGIX is 0.83, 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. NUGIX - Performance Comparison
Key characteristics
DIVD:
1.16
NUGIX:
0.90
DIVD:
1.63
NUGIX:
1.19
DIVD:
1.20
NUGIX:
1.17
DIVD:
1.36
NUGIX:
1.03
DIVD:
3.81
NUGIX:
3.03
DIVD:
3.12%
NUGIX:
3.52%
DIVD:
10.26%
NUGIX:
11.91%
DIVD:
-10.58%
NUGIX:
-33.65%
DIVD:
-0.91%
NUGIX:
-5.93%
Returns By Period
In the year-to-date period, DIVD achieves a 7.49% return, which is significantly higher than NUGIX's 3.69% return.
DIVD
7.49%
4.10%
3.01%
10.24%
N/A
N/A
NUGIX
3.69%
2.41%
-0.92%
9.32%
5.62%
5.01%
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DIVD vs. NUGIX - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is lower than NUGIX's 0.89% expense ratio.
Risk-Adjusted Performance
DIVD vs. NUGIX — Risk-Adjusted Performance Rank
DIVD
NUGIX
DIVD vs. NUGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) and Nuveen Global Dividend Growth Fund (NUGIX). 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
DIVD vs. NUGIX - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 3.16%, more than NUGIX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVD Altrius Global Dividend ETF | 3.16% | 3.39% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NUGIX Nuveen Global Dividend Growth Fund | 1.36% | 1.41% | 1.51% | 1.72% | 1.84% | 1.87% | 1.93% | 2.52% | 3.78% | 2.02% | 1.96% | 3.47% |
Drawdowns
DIVD vs. NUGIX - Drawdown Comparison
The maximum DIVD drawdown since its inception was -10.58%, smaller than the maximum NUGIX drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for DIVD and NUGIX. For additional features, visit the drawdowns tool.
Volatility
DIVD vs. NUGIX - Volatility Comparison
Altrius Global Dividend ETF (DIVD) and Nuveen Global Dividend Growth Fund (NUGIX) have volatilities of 2.81% and 2.83%, 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.