EMR vs. DIV
EMR (Emerson Electric Co.) is a stock, while DIV (Global X SuperDividend U.S. ETF) is Mid Cap Value Equities fund tracking the Indxx SuperDividend® U.S. Low Volatility Index. Over the past 10 years, EMR returned 12.00%/yr vs 4.05%/yr for DIV. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
EMR vs. DIV - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 3.35% return, which is significantly lower than DIV's 16.11% return. Over the past 10 years, EMR has outperformed DIV with an annualized return of 12.00%, while DIV has yielded a comparatively lower 4.05% annualized return.
EMR
- 1D
- 0.52%
- 1M
- -4.88%
- 6M
- -6.28%
- YTD
- 3.35%
- 1Y
- -1.14%
- 3Y*
- 16.00%
- 5Y*
- 8.84%
- 10Y*
- 12.00%
DIV
- 1D
- 0.26%
- 1M
- 1.42%
- 6M
- 12.72%
- YTD
- 16.11%
- 1Y
- 16.46%
- 3Y*
- 12.11%
- 5Y*
- 6.36%
- 10Y*
- 4.05%
EMR vs. DIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 3.35% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
DIV Global X SuperDividend U.S. ETF | 16.11% | 3.10% | 11.27% | -1.73% | -3.92% | 30.60% | -22.85% | 14.50% | -6.60% | 9.90% |
Correlation
The correlation between EMR and DIV is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2013 | 0.54 |
Over the past year, the correlation between EMR and DIV has dropped to 0.25 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
EMR vs. DIV — Risk / Return Rank
EMR
DIV
EMR vs. DIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) and Global X SuperDividend U.S. ETF (DIV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EMR | DIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.26 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 3.16 | -3.21 |
| Martin ratioReturn relative to average drawdown | -0.10 | 8.59 | -8.69 |
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Drawdowns
EMR vs. DIV - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, which is greater than DIV's maximum drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for EMR and DIV.
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Drawdown Indicators
| EMR | DIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -52.74% | -6.31% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -5.23% | -18.22% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -12.33% | -17.29% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -21.14% | -8.48% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -52.74% | +1.97% |
Current DrawdownCurrent decline from peak | -15.17% | 0.00% | -15.17% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -6.98% | -7.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.28% | 1.93% | +9.35% |
Volatility
EMR vs. DIV - Volatility Comparison
Emerson Electric Co. (EMR) has a higher volatility of 8.52% compared to Global X SuperDividend U.S. ETF (DIV) at 3.69%. This indicates that EMR's price experiences larger fluctuations and is considered to be riskier than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMR | DIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 3.69% | +4.83% |
Volatility (6M)Calculated over the trailing 6-month period | 25.29% | 7.58% | +17.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.14% | 10.60% | +20.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.45% | 13.69% | +13.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.13% | 17.99% | +11.14% |
Dividends
EMR vs. DIV - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.61%, less than DIV's 6.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIV Global X SuperDividend U.S. ETF | 6.62% | 7.30% | 5.74% | 7.13% | 6.62% | 5.24% | 8.01% | 7.65% | 7.08% | 5.92% | 6.78% | 8.44% |
EMR Emerson Electric Co. | 1.61% | 1.61% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% |
Frequently Asked Questions
EMR and DIV have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMR has higher volatility (8.52%) compared to DIV (3.69%). In terms of maximum drawdown, EMR dropped -59.05% vs DIV's -52.74%.
DIV currently has the higher Sharpe Ratio (1.56 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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