Correlation
The correlation between DIVGX and EUDV.L is 0.47, 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.
DIVGX vs. EUDV.L
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and SPDR® S&P Euro Dividend Aristocrats UCITS ETF (EUDV.L).
DIVGX is managed by Guardian. It was launched on May 1, 2019. EUDV.L is a passively managed fund by State Street that tracks the performance of the MSCI EMU NR EUR. It was launched on Feb 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVGX or EUDV.L.
Performance
DIVGX vs. EUDV.L - Performance Comparison
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Key characteristics
DIVGX:
1.00
EUDV.L:
0.75
DIVGX:
1.34
EUDV.L:
1.02
DIVGX:
1.18
EUDV.L:
1.14
DIVGX:
0.98
EUDV.L:
0.93
DIVGX:
4.22
EUDV.L:
2.21
DIVGX:
3.09%
EUDV.L:
4.48%
DIVGX:
14.32%
EUDV.L:
13.75%
DIVGX:
-32.33%
EUDV.L:
-31.64%
DIVGX:
-0.02%
EUDV.L:
-0.71%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.65% return, which is significantly lower than EUDV.L's 17.90% return.
DIVGX
5.65%
4.36%
3.92%
14.21%
11.24%
13.01%
N/A
EUDV.L
17.90%
2.98%
16.52%
10.40%
11.60%
8.93%
7.55%
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DIVGX vs. EUDV.L - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than EUDV.L's 0.30% expense ratio.
Risk-Adjusted Performance
DIVGX vs. EUDV.L — Risk-Adjusted Performance Rank
DIVGX
EUDV.L
DIVGX vs. EUDV.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and SPDR® S&P Euro Dividend Aristocrats UCITS ETF (EUDV.L). 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
DIVGX vs. EUDV.L - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 0.94%, while EUDV.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 0.94% | 1.15% | 1.46% | 3.08% | 1.36% | 1.23% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EUDV.L SPDR® S&P Euro Dividend Aristocrats UCITS ETF | 0.00% | 0.61% | 3.79% | 4.06% | 3.33% | 3.41% | 3.65% | 4.14% | 3.53% | 3.44% | 4.14% | 4.62% |
Drawdowns
DIVGX vs. EUDV.L - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, roughly equal to the maximum EUDV.L drawdown of -31.64%. Use the drawdown chart below to compare losses from any high point for DIVGX and EUDV.L.
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Volatility
DIVGX vs. EUDV.L - Volatility Comparison
Guardian Capital Dividend Growth Fund (DIVGX) and SPDR® S&P Euro Dividend Aristocrats UCITS ETF (EUDV.L) have volatilities of 2.84% and 2.80%, 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.
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