DUSA vs. ^GSPC
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and S&P 500 (^GSPC).
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 ^GSPC.
Correlation
The correlation between DUSA and ^GSPC is 0.85, 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. ^GSPC - Performance Comparison
Key characteristics
DUSA:
1.30
^GSPC:
1.62
DUSA:
1.87
^GSPC:
2.20
DUSA:
1.23
^GSPC:
1.30
DUSA:
1.91
^GSPC:
2.46
DUSA:
6.73
^GSPC:
10.01
DUSA:
2.86%
^GSPC:
2.08%
DUSA:
14.89%
^GSPC:
12.88%
DUSA:
-36.71%
^GSPC:
-56.78%
DUSA:
-2.69%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, DUSA achieves a 6.63% return, which is significantly higher than ^GSPC's 2.24% return.
DUSA
6.63%
0.94%
10.73%
17.21%
12.43%
N/A
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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Risk-Adjusted Performance
DUSA vs. ^GSPC — Risk-Adjusted Performance Rank
DUSA
^GSPC
DUSA vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and S&P 500 (^GSPC). 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.
Drawdowns
DUSA vs. ^GSPC - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for DUSA and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. ^GSPC - Volatility Comparison
Davis Select U.S. Equity ETF (DUSA) has a higher volatility of 3.79% compared to S&P 500 (^GSPC) at 3.43%. This indicates that DUSA's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.