EDIV vs. VOO
Compare and contrast key facts about SPDR S&P Emerging Markets Dividend ETF (EDIV) and Vanguard S&P 500 ETF (VOO).
EDIV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both EDIV and VOO 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: EDIV or VOO.
Key characteristics
| EDIV | VOO | |
|---|---|---|
| YTD Return | 6.52% | 5.63% |
| 1Y Return | 36.28% | 23.68% |
| 3Y Return (Ann) | 9.22% | 7.89% |
| 5Y Return (Ann) | 5.68% | 13.12% |
| 10Y Return (Ann) | 2.81% | 12.38% |
| Sharpe Ratio | 2.59 | 1.91 |
| Daily Std Dev | 14.13% | 11.70% |
| Max Drawdown | -53.36% | -33.99% |
| Current Drawdown | 0.00% | -4.45% |
Correlation
The correlation between EDIV and VOO is 0.65, 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
EDIV vs. VOO - Performance Comparison
In the year-to-date period, EDIV achieves a 6.52% return, which is significantly higher than VOO's 5.63% return. Over the past 10 years, EDIV has underperformed VOO with an annualized return of 2.81%, while VOO has yielded a comparatively higher 12.38% annualized return. 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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EDIV vs. VOO - Expense Ratio Comparison
EDIV has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
EDIV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Dividend ETF (EDIV) and Vanguard S&P 500 ETF (VOO). 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
EDIV vs. VOO - Dividend Comparison
EDIV's dividend yield for the trailing twelve months is around 4.36%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDIV SPDR S&P Emerging Markets Dividend ETF | 4.36% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.94% | 5.33% | 4.84% | 5.13% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
EDIV vs. VOO - Drawdown Comparison
The maximum EDIV drawdown since its inception was -53.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for EDIV and VOO. For additional features, visit the drawdowns tool.
Volatility
EDIV vs. VOO - Volatility Comparison
SPDR S&P Emerging Markets Dividend ETF (EDIV) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.73% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.