DWLD vs. SPYL.DE
Compare and contrast key facts about Davis Select Worldwide ETF (DWLD) and SPDR S&P 500 UCITS ETF USD Unhedged Acc (SPYL.DE).
DWLD and SPYL.DE 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. SPYL.DE is a passively managed fund by State Street that tracks the performance of the S&P 500®. It was launched on Oct 31, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DWLD or SPYL.DE.
Correlation
The correlation between DWLD and SPYL.DE is 0.44, 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
DWLD vs. SPYL.DE - Performance Comparison
Key characteristics
DWLD:
1.77
SPYL.DE:
2.21
DWLD:
2.46
SPYL.DE:
3.06
DWLD:
1.32
SPYL.DE:
1.44
DWLD:
2.46
SPYL.DE:
3.38
DWLD:
7.64
SPYL.DE:
14.72
DWLD:
3.98%
SPYL.DE:
1.89%
DWLD:
17.20%
SPYL.DE:
12.63%
DWLD:
-39.27%
SPYL.DE:
-8.25%
DWLD:
-1.42%
SPYL.DE:
-0.31%
Returns By Period
In the year-to-date period, DWLD achieves a 7.38% return, which is significantly higher than SPYL.DE's 3.51% return.
DWLD
7.38%
4.99%
14.82%
27.29%
9.68%
N/A
SPYL.DE
3.51%
0.17%
17.06%
26.38%
N/A
N/A
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DWLD vs. SPYL.DE - Expense Ratio Comparison
DWLD has a 0.63% expense ratio, which is higher than SPYL.DE's 0.03% expense ratio.
Risk-Adjusted Performance
DWLD vs. SPYL.DE — Risk-Adjusted Performance Rank
DWLD
SPYL.DE
DWLD vs. SPYL.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select Worldwide ETF (DWLD) and SPDR S&P 500 UCITS ETF USD Unhedged Acc (SPYL.DE). 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. SPYL.DE - Dividend Comparison
DWLD's dividend yield for the trailing twelve months is around 1.35%, while SPYL.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DWLD Davis Select Worldwide ETF | 1.35% | 1.45% | 1.23% | 0.75% | 1.03% | 0.24% | 2.27% | 4.11% | 0.20% |
SPYL.DE SPDR S&P 500 UCITS ETF USD Unhedged Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DWLD vs. SPYL.DE - Drawdown Comparison
The maximum DWLD drawdown since its inception was -39.27%, which is greater than SPYL.DE's maximum drawdown of -8.25%. Use the drawdown chart below to compare losses from any high point for DWLD and SPYL.DE. For additional features, visit the drawdowns tool.
Volatility
DWLD vs. SPYL.DE - Volatility Comparison
Davis Select Worldwide ETF (DWLD) has a higher volatility of 4.05% compared to SPDR S&P 500 UCITS ETF USD Unhedged Acc (SPYL.DE) at 3.17%. This indicates that DWLD's price experiences larger fluctuations and is considered to be riskier than SPYL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.