EDIV vs. THQ
Compare and contrast key facts about SPDR S&P Emerging Markets Dividend ETF (EDIV) and Abrdn Healthcare Opportunities Fund (THQ).
EDIV is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Dividend Opportunities Index. It was launched on Feb 23, 2011. THQ is managed by Aberdeen. It was launched on Jul 29, 2014.
Performance
EDIV vs. THQ - Performance Comparison
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EDIV vs. THQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EDIV SPDR S&P Emerging Markets Dividend ETF | 1.86% | 16.45% | 12.75% | 41.91% | -15.31% | 11.21% | -9.95% | 11.80% | -6.16% | 28.20% |
THQ Abrdn Healthcare Opportunities Fund | -6.71% | 13.88% | 15.51% | -1.62% | -17.53% | 33.39% | 15.20% | 22.70% | 3.41% | 21.84% |
Returns By Period
In the year-to-date period, EDIV achieves a 1.86% return, which is significantly higher than THQ's -6.71% return. Over the past 10 years, EDIV has underperformed THQ with an annualized return of 8.40%, while THQ has yielded a comparatively higher 9.18% annualized return.
EDIV
- 1D
- 0.20%
- 1M
- -5.30%
- YTD
- 1.86%
- 6M
- 3.56%
- 1Y
- 15.65%
- 3Y*
- 20.17%
- 5Y*
- 10.65%
- 10Y*
- 8.40%
THQ
- 1D
- 3.21%
- 1M
- -8.59%
- YTD
- -6.71%
- 6M
- 3.54%
- 1Y
- -3.77%
- 3Y*
- 7.80%
- 5Y*
- 3.96%
- 10Y*
- 9.18%
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EDIV vs. THQ - Expense Ratio Comparison
EDIV has a 0.49% expense ratio, which is lower than THQ's 1.47% expense ratio.
Return for Risk
EDIV vs. THQ — Risk / Return Rank
EDIV
THQ
EDIV vs. THQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Dividend ETF (EDIV) and Abrdn Healthcare Opportunities Fund (THQ). 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.
| EDIV | THQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | -0.17 | +1.32 |
Sortino ratioReturn per unit of downside risk | 1.61 | -0.09 | +1.71 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.99 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | -0.24 | +1.82 |
Martin ratioReturn relative to average drawdown | 5.68 | -0.60 | +6.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EDIV | THQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | -0.17 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.21 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.45 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.34 | -0.19 |
Correlation
The correlation between EDIV and THQ is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EDIV vs. THQ - Dividend Comparison
EDIV's dividend yield for the trailing twelve months is around 4.70%, less than THQ's 12.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDIV SPDR S&P Emerging Markets Dividend ETF | 4.70% | 4.69% | 3.94% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.94% | 5.33% |
THQ Abrdn Healthcare Opportunities Fund | 12.46% | 11.29% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% |
Drawdowns
EDIV vs. THQ - Drawdown Comparison
The maximum EDIV drawdown since its inception was -53.36%, which is greater than THQ's maximum drawdown of -39.35%. Use the drawdown chart below to compare losses from any high point for EDIV and THQ.
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Drawdown Indicators
| EDIV | THQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.36% | -39.35% | -14.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -22.11% | +11.75% |
Max Drawdown (5Y)Largest decline over 5 years | -28.32% | -32.20% | +3.88% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -39.35% | -1.41% |
Current DrawdownCurrent decline from peak | -8.17% | -11.70% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -19.53% | -8.66% | -10.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 8.90% | -6.03% |
Volatility
EDIV vs. THQ - Volatility Comparison
The current volatility for SPDR S&P Emerging Markets Dividend ETF (EDIV) is 5.79%, while Abrdn Healthcare Opportunities Fund (THQ) has a volatility of 6.96%. This indicates that EDIV experiences smaller price fluctuations and is considered to be less risky than THQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EDIV | THQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 6.96% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 12.57% | -3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 21.87% | -8.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.81% | 18.84% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 20.48% | -2.90% |