DUSA vs. BAC
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and Bank of America Corporation (BAC).
DUSA is an actively managed fund by Davis Advisers. It was launched on Jan 11, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSA or BAC.
Key characteristics
| DUSA | BAC | |
|---|---|---|
| YTD Return | 10.50% | 10.31% |
| 1Y Return | 41.43% | 36.57% |
| 3Y Return (Ann) | 5.08% | -0.68% |
| 5Y Return (Ann) | 11.52% | 6.34% |
| Sharpe Ratio | 2.80 | 1.46 |
| Daily Std Dev | 14.23% | 24.10% |
| Max Drawdown | -36.71% | -93.45% |
| Current Drawdown | -3.70% | -20.64% |
Correlation
The correlation between DUSA and BAC 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
DUSA vs. BAC - Performance Comparison
The year-to-date returns for both stocks are quite close, with DUSA having a 10.50% return and BAC slightly lower at 10.31%. 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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Risk-Adjusted Performance
DUSA vs. BAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and Bank of America Corporation (BAC). 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
DUSA vs. BAC - Dividend Comparison
DUSA's dividend yield for the trailing twelve months is around 3.05%, more than BAC's 2.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSA Davis Select U.S. Equity ETF | 3.05% | 3.38% | 1.21% | 1.12% | 0.51% | 1.12% | 2.77% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% |
BAC Bank of America Corporation | 2.55% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% | 0.26% |
Drawdowns
DUSA vs. BAC - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for DUSA and BAC. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. BAC - Volatility Comparison
The current volatility for Davis Select U.S. Equity ETF (DUSA) is 4.16%, while Bank of America Corporation (BAC) has a volatility of 7.59%. This indicates that DUSA experiences smaller price fluctuations and is considered to be less risky than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.