DIVD vs. SBMX
Compare and contrast key facts about Altrius Global Dividend ETF (DIVD) and Sberbank MOEX Russia Total Return ETF (SBMX).
DIVD and SBMX 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. SBMX is a passively managed fund by Sberbank Asset Management that tracks the performance of the MOEX Total Return. It was launched on Aug 3, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVD or SBMX.
Correlation
The correlation between DIVD and SBMX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DIVD vs. SBMX - Performance Comparison
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Key characteristics
DIVD:
0.46
SBMX:
-0.35
DIVD:
0.80
SBMX:
-0.40
DIVD:
1.11
SBMX:
0.96
DIVD:
0.53
SBMX:
-0.31
DIVD:
1.96
SBMX:
-0.64
DIVD:
3.76%
SBMX:
14.96%
DIVD:
14.98%
SBMX:
25.49%
DIVD:
-13.88%
SBMX:
-54.16%
DIVD:
-2.24%
SBMX:
-14.93%
Returns By Period
In the year-to-date period, DIVD achieves a 10.34% return, which is significantly higher than SBMX's 2.21% return.
DIVD
10.34%
6.99%
5.69%
6.89%
N/A
N/A
SBMX
2.21%
3.87%
8.71%
-8.93%
8.93%
N/A
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DIVD vs. SBMX - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is lower than SBMX's 0.99% expense ratio.
Risk-Adjusted Performance
DIVD vs. SBMX — Risk-Adjusted Performance Rank
DIVD
SBMX
DIVD vs. SBMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) and Sberbank MOEX Russia Total Return ETF (SBMX). 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. SBMX - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 3.10%, while SBMX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
DIVD Altrius Global Dividend ETF | 3.10% | 3.39% | 2.96% | 0.60% |
SBMX Sberbank MOEX Russia Total Return ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DIVD vs. SBMX - Drawdown Comparison
The maximum DIVD drawdown since its inception was -13.88%, smaller than the maximum SBMX drawdown of -54.16%. Use the drawdown chart below to compare losses from any high point for DIVD and SBMX. For additional features, visit the drawdowns tool.
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Volatility
DIVD vs. SBMX - Volatility Comparison
The current volatility for Altrius Global Dividend ETF (DIVD) is 3.46%, while Sberbank MOEX Russia Total Return ETF (SBMX) has a volatility of 7.90%. This indicates that DIVD experiences smaller price fluctuations and is considered to be less risky than SBMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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