DUSA vs. NVDA
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and NVIDIA Corporation (NVDA).
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 NVDA.
Key characteristics
| DUSA | NVDA | |
|---|---|---|
| YTD Return | 10.50% | 73.30% |
| 1Y Return | 41.43% | 208.77% |
| 3Y Return (Ann) | 5.08% | 79.76% |
| 5Y Return (Ann) | 11.52% | 80.15% |
| Sharpe Ratio | 2.80 | 4.13 |
| Daily Std Dev | 14.23% | 49.46% |
| Max Drawdown | -36.71% | -89.72% |
| Current Drawdown | -3.70% | -9.67% |
Correlation
The correlation between DUSA and NVDA is 0.55, 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.
Performance
DUSA vs. NVDA - Performance Comparison
In the year-to-date period, DUSA achieves a 10.50% return, which is significantly lower than NVDA's 73.30% 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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Risk-Adjusted Performance
DUSA vs. NVDA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and NVIDIA Corporation (NVDA). 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. NVDA - Dividend Comparison
DUSA's dividend yield for the trailing twelve months is around 3.05%, more than NVDA's 0.02% 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% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
Drawdowns
DUSA vs. NVDA - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, smaller than the maximum NVDA drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for DUSA and NVDA. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. NVDA - Volatility Comparison
The current volatility for Davis Select U.S. Equity ETF (DUSA) is 4.16%, while NVIDIA Corporation (NVDA) has a volatility of 17.95%. This indicates that DUSA experiences smaller price fluctuations and is considered to be less risky than NVDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.