DMDV vs. EDOG
Compare and contrast key facts about AAM S&P Developed Markets High Dividend Value ETF (DMDV) and ALPS Emerging Sector Dividend Dogs ETF (EDOG).
DMDV and EDOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DMDV is a passively managed fund by Advisors Asset Management that tracks the performance of the S&P Developed Ex-U.S. Dividend and Free Cash Flow Yield. It was launched on Nov 27, 2018. EDOG is a passively managed fund by SS&C that tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. It was launched on Mar 28, 2014. Both DMDV and EDOG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DMDV or EDOG.
Key characteristics
| DMDV | EDOG | |
|---|---|---|
| YTD Return | -1.05% | -3.74% |
| 1Y Return | 8.03% | 1.80% |
| 3Y Return (Ann) | 2.28% | 0.21% |
| 5Y Return (Ann) | 2.35% | 3.69% |
| Sharpe Ratio | 0.63 | 0.18 |
| Daily Std Dev | 12.66% | 12.63% |
| Max Drawdown | -47.18% | -44.29% |
| Current Drawdown | -4.88% | -8.45% |
Correlation
The correlation between DMDV and EDOG is 0.72, 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
DMDV vs. EDOG - Performance Comparison
In the year-to-date period, DMDV achieves a -1.05% return, which is significantly higher than EDOG's -3.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DMDV vs. EDOG - Expense Ratio Comparison
DMDV has a 0.39% expense ratio, which is lower than EDOG's 0.60% expense ratio.
Risk-Adjusted Performance
DMDV vs. EDOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM S&P Developed Markets High Dividend Value ETF (DMDV) and ALPS Emerging Sector Dividend Dogs ETF (EDOG). 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
DMDV vs. EDOG - Dividend Comparison
DMDV's dividend yield for the trailing twelve months is around 6.98%, more than EDOG's 6.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DMDV AAM S&P Developed Markets High Dividend Value ETF | 6.98% | 6.98% | 5.60% | 4.45% | 3.13% | 5.35% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% |
EDOG ALPS Emerging Sector Dividend Dogs ETF | 6.76% | 6.53% | 5.07% | 4.11% | 2.60% | 4.93% | 5.37% | 2.89% | 2.97% | 4.55% | 3.31% |
Drawdowns
DMDV vs. EDOG - Drawdown Comparison
The maximum DMDV drawdown since its inception was -47.18%, which is greater than EDOG's maximum drawdown of -44.29%. Use the drawdown chart below to compare losses from any high point for DMDV and EDOG. For additional features, visit the drawdowns tool.
Volatility
DMDV vs. EDOG - Volatility Comparison
AAM S&P Developed Markets High Dividend Value ETF (DMDV) and ALPS Emerging Sector Dividend Dogs ETF (EDOG) have volatilities of 3.41% and 3.43%, 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.