EPDPX vs. EUDV.L
Compare and contrast key facts about EuroPac International Dividend Income Fund Class A (EPDPX) and SPDR® S&P Euro Dividend Aristocrats UCITS ETF (EUDV.L).
EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014. EUDV.L is a passively managed fund by State Street that tracks the performance of the MSCI EMU NR EUR. It was launched on Feb 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPDPX or EUDV.L.
Correlation
The correlation between EPDPX and EUDV.L 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
EPDPX vs. EUDV.L - Performance Comparison
Key characteristics
EPDPX:
1.70
EUDV.L:
0.58
EPDPX:
2.15
EUDV.L:
0.85
EPDPX:
1.33
EUDV.L:
1.12
EPDPX:
1.86
EUDV.L:
0.76
EPDPX:
4.88
EUDV.L:
1.77
EPDPX:
5.15%
EUDV.L:
4.58%
EPDPX:
14.82%
EUDV.L:
13.89%
EPDPX:
-39.88%
EUDV.L:
-31.64%
EPDPX:
0.00%
EUDV.L:
-3.20%
Returns By Period
In the year-to-date period, EPDPX achieves a 21.08% return, which is significantly higher than EUDV.L's 10.60% return. Over the past 10 years, EPDPX has underperformed EUDV.L with an annualized return of 4.11%, while EUDV.L has yielded a comparatively higher 6.56% annualized return.
EPDPX
21.08%
1.80%
7.21%
24.03%
11.76%
4.11%
EUDV.L
10.60%
-2.60%
3.52%
10.03%
9.76%
6.56%
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EPDPX vs. EUDV.L - Expense Ratio Comparison
EPDPX has a 1.52% expense ratio, which is higher than EUDV.L's 0.30% expense ratio.
Risk-Adjusted Performance
EPDPX vs. EUDV.L — Risk-Adjusted Performance Rank
EPDPX
EUDV.L
EPDPX vs. EUDV.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac International Dividend Income Fund Class A (EPDPX) and SPDR® S&P Euro Dividend Aristocrats UCITS ETF (EUDV.L). 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
EPDPX vs. EUDV.L - Dividend Comparison
EPDPX's dividend yield for the trailing twelve months is around 2.60%, while EUDV.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPDPX EuroPac International Dividend Income Fund Class A | 2.60% | 3.39% | 3.08% | 2.56% | 2.07% | 1.71% | 2.44% | 2.68% | 2.70% | 2.24% | 3.58% | 3.89% |
EUDV.L SPDR® S&P Euro Dividend Aristocrats UCITS ETF | 0.00% | 0.61% | 3.79% | 4.06% | 3.33% | 3.41% | 3.65% | 4.14% | 3.53% | 3.44% | 4.14% | 4.62% |
Drawdowns
EPDPX vs. EUDV.L - Drawdown Comparison
The maximum EPDPX drawdown since its inception was -39.88%, which is greater than EUDV.L's maximum drawdown of -31.64%. Use the drawdown chart below to compare losses from any high point for EPDPX and EUDV.L. For additional features, visit the drawdowns tool.
Volatility
EPDPX vs. EUDV.L - Volatility Comparison
The current volatility for EuroPac International Dividend Income Fund Class A (EPDPX) is 9.46%, while SPDR® S&P Euro Dividend Aristocrats UCITS ETF (EUDV.L) has a volatility of 10.69%. This indicates that EPDPX experiences smaller price fluctuations and is considered to be less risky than EUDV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.