DOL vs. BROIX
Compare and contrast key facts about WisdomTree International LargeCap Dividend Fund (DOL) and BlackRock Advantage International Fund (BROIX).
DOL is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International LargeCap Dividend Index. It was launched on Jun 16, 2006. BROIX is managed by Blackrock. It was launched on Jan 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DOL or BROIX.
Correlation
The correlation between DOL and BROIX is 0.91, 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
DOL vs. BROIX - Performance Comparison
Key characteristics
DOL:
0.43
BROIX:
0.56
DOL:
0.65
BROIX:
0.85
DOL:
1.08
BROIX:
1.10
DOL:
0.55
BROIX:
0.76
DOL:
1.69
BROIX:
2.25
DOL:
3.11%
BROIX:
3.22%
DOL:
12.27%
BROIX:
13.00%
DOL:
-60.79%
BROIX:
-54.49%
DOL:
-9.62%
BROIX:
-9.50%
Returns By Period
In the year-to-date period, DOL achieves a 2.98% return, which is significantly lower than BROIX's 4.83% return. Over the past 10 years, DOL has underperformed BROIX with an annualized return of 4.07%, while BROIX has yielded a comparatively higher 5.74% annualized return.
DOL
2.98%
-2.61%
-2.45%
4.36%
4.01%
4.07%
BROIX
4.83%
-2.16%
-1.97%
6.30%
5.68%
5.74%
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DOL vs. BROIX - Expense Ratio Comparison
DOL has a 0.48% expense ratio, which is lower than BROIX's 0.50% expense ratio.
Risk-Adjusted Performance
DOL vs. BROIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International LargeCap Dividend Fund (DOL) and BlackRock Advantage International Fund (BROIX). 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
DOL vs. BROIX - Dividend Comparison
DOL's dividend yield for the trailing twelve months is around 3.77%, more than BROIX's 1.87% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WisdomTree International LargeCap Dividend Fund | 3.77% | 4.02% | 4.47% | 3.58% | 2.82% | 3.50% | 4.03% | 3.17% | 3.58% | 3.66% | 5.02% | 3.20% |
BlackRock Advantage International Fund | 1.87% | 2.71% | 3.37% | 3.31% | 1.72% | 2.67% | 2.69% | 0.72% | 2.09% | 0.79% | 1.80% | 0.00% |
Drawdowns
DOL vs. BROIX - Drawdown Comparison
The maximum DOL drawdown since its inception was -60.79%, which is greater than BROIX's maximum drawdown of -54.49%. Use the drawdown chart below to compare losses from any high point for DOL and BROIX. For additional features, visit the drawdowns tool.
Volatility
DOL vs. BROIX - Volatility Comparison
WisdomTree International LargeCap Dividend Fund (DOL) and BlackRock Advantage International Fund (BROIX) have volatilities of 3.42% and 3.59%, 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.