DVYA vs. DVYE
Compare and contrast key facts about iShares Asia/Pacific Dividend ETF (DVYA) and iShares Emerging Markets Dividend ETF (DVYE).
DVYA and DVYE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DVYA is a passively managed fund by iShares that tracks the performance of the Dow Jones Asia/Pacific Select Dividend 30 Index. It was launched on Feb 23, 2012. DVYE is a passively managed fund by iShares that tracks the performance of the Dow Jones Emerging Markets Select Dividend Index. It was launched on Feb 23, 2012. Both DVYA and DVYE 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: DVYA or DVYE.
Key characteristics
| DVYA | DVYE | |
|---|---|---|
| YTD Return | 7.91% | 8.87% |
| 1Y Return | 20.41% | 17.52% |
| 3Y Return (Ann) | 5.79% | -3.24% |
| 5Y Return (Ann) | 2.29% | 0.88% |
| 10Y Return (Ann) | 1.77% | 1.73% |
| Sharpe Ratio | 1.66 | 1.32 |
| Sortino Ratio | 2.36 | 1.97 |
| Omega Ratio | 1.28 | 1.23 |
| Calmar Ratio | 1.93 | 0.77 |
| Martin Ratio | 6.97 | 5.24 |
| Ulcer Index | 3.33% | 3.99% |
| Daily Std Dev | 14.00% | 15.87% |
| Max Drawdown | -45.62% | -47.42% |
| Current Drawdown | -6.23% | -14.30% |
Correlation
The correlation between DVYA and DVYE is 0.69, 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
DVYA vs. DVYE - Performance Comparison
In the year-to-date period, DVYA achieves a 7.91% return, which is significantly lower than DVYE's 8.87% return. Both investments have delivered pretty close results over the past 10 years, with DVYA having a 1.77% annualized return and DVYE not far behind at 1.73%. 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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DVYA vs. DVYE - Expense Ratio Comparison
Both DVYA and DVYE have an expense ratio of 0.49%.
Risk-Adjusted Performance
DVYA vs. DVYE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia/Pacific Dividend ETF (DVYA) and iShares Emerging Markets Dividend ETF (DVYE). 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
DVYA vs. DVYE - Dividend Comparison
DVYA's dividend yield for the trailing twelve months is around 6.31%, less than DVYE's 8.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVYA iShares Asia/Pacific Dividend ETF | 6.31% | 6.48% | 7.30% | 5.81% | 3.66% | 5.52% | 6.24% | 4.74% | 4.80% | 5.33% | 5.28% | 5.63% |
DVYE iShares Emerging Markets Dividend ETF | 8.73% | 9.05% | 9.90% | 7.31% | 5.27% | 5.97% | 5.69% | 4.81% | 4.56% | 6.52% | 4.51% | 4.59% |
Drawdowns
DVYA vs. DVYE - Drawdown Comparison
The maximum DVYA drawdown since its inception was -45.62%, roughly equal to the maximum DVYE drawdown of -47.42%. Use the drawdown chart below to compare losses from any high point for DVYA and DVYE. For additional features, visit the drawdowns tool.
Volatility
DVYA vs. DVYE - Volatility Comparison
The current volatility for iShares Asia/Pacific Dividend ETF (DVYA) is 4.33%, while iShares Emerging Markets Dividend ETF (DVYE) has a volatility of 5.00%. This indicates that DVYA experiences smaller price fluctuations and is considered to be less risky than DVYE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.