DWLD vs. VEA
Compare and contrast key facts about Davis Select Worldwide ETF (DWLD) and Vanguard FTSE Developed Markets ETF (VEA).
DWLD and VEA 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. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DWLD or VEA.
Correlation
The correlation between DWLD and VEA is 0.81, 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. VEA - Performance Comparison
Key characteristics
DWLD:
2.01
VEA:
1.05
DWLD:
2.75
VEA:
1.50
DWLD:
1.36
VEA:
1.19
DWLD:
2.57
VEA:
1.38
DWLD:
8.71
VEA:
3.25
DWLD:
3.98%
VEA:
4.14%
DWLD:
17.28%
VEA:
12.85%
DWLD:
-39.27%
VEA:
-60.69%
DWLD:
0.00%
VEA:
-1.93%
Returns By Period
In the year-to-date period, DWLD achieves a 8.92% return, which is significantly higher than VEA's 7.72% return.
DWLD
8.92%
8.50%
18.33%
30.97%
9.59%
N/A
VEA
7.72%
6.93%
3.16%
10.83%
6.40%
5.76%
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DWLD vs. VEA - Expense Ratio Comparison
DWLD has a 0.63% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
DWLD vs. VEA — Risk-Adjusted Performance Rank
DWLD
VEA
DWLD vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select Worldwide ETF (DWLD) and Vanguard FTSE Developed Markets ETF (VEA). 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. VEA - Dividend Comparison
DWLD's dividend yield for the trailing twelve months is around 1.34%, less than VEA's 3.12% 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% |
VEA Vanguard FTSE Developed Markets ETF | 3.12% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
DWLD vs. VEA - Drawdown Comparison
The maximum DWLD drawdown since its inception was -39.27%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for DWLD and VEA. For additional features, visit the drawdowns tool.
Volatility
DWLD vs. VEA - Volatility Comparison
Davis Select Worldwide ETF (DWLD) has a higher volatility of 3.97% compared to Vanguard FTSE Developed Markets ETF (VEA) at 3.53%. This indicates that DWLD's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.