DWLD vs. ITOT
Compare and contrast key facts about Davis Select Worldwide ETF (DWLD) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
DWLD and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DWLD is an actively managed fund by Davis Advisers. It was launched on Jan 11, 2017. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DWLD or ITOT.
Correlation
The correlation between DWLD and ITOT is 0.79, 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
DWLD vs. ITOT - Performance Comparison
Key characteristics
DWLD:
1.76
ITOT:
1.78
DWLD:
2.46
ITOT:
2.40
DWLD:
1.32
ITOT:
1.33
DWLD:
2.32
ITOT:
2.72
DWLD:
7.62
ITOT:
10.69
DWLD:
3.98%
ITOT:
2.16%
DWLD:
17.18%
ITOT:
12.99%
DWLD:
-39.27%
ITOT:
-55.20%
DWLD:
-0.25%
ITOT:
-0.53%
Returns By Period
In the year-to-date period, DWLD achieves a 8.65% return, which is significantly higher than ITOT's 4.10% return.
DWLD
8.65%
5.89%
18.28%
30.61%
9.94%
N/A
ITOT
4.10%
0.81%
10.75%
23.89%
13.94%
12.69%
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DWLD vs. ITOT - Expense Ratio Comparison
DWLD has a 0.63% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
DWLD vs. ITOT — Risk-Adjusted Performance Rank
DWLD
ITOT
DWLD vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select Worldwide ETF (DWLD) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
DWLD vs. ITOT - Dividend Comparison
DWLD's dividend yield for the trailing twelve months is around 1.34%, more than ITOT's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DWLD Davis Select Worldwide ETF | 1.34% | 1.45% | 1.23% | 0.75% | 1.03% | 0.24% | 2.27% | 4.11% | 0.20% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.18% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
DWLD vs. ITOT - Drawdown Comparison
The maximum DWLD drawdown since its inception was -39.27%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DWLD and ITOT. For additional features, visit the drawdowns tool.
Volatility
DWLD vs. ITOT - Volatility Comparison
Davis Select Worldwide ETF (DWLD) has a higher volatility of 3.82% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 2.96%. This indicates that DWLD's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.