FEZ vs. SDIV
Compare and contrast key facts about SPDR EURO STOXX 50 ETF (FEZ) and Global X SuperDividend ETF (SDIV).
FEZ and SDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FEZ is a passively managed fund by State Street that tracks the performance of the EURO STOXX 50 Index. It was launched on Oct 21, 2002. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011. Both FEZ and SDIV 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: FEZ or SDIV.
Correlation
The correlation between FEZ and SDIV is 0.75, 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
FEZ vs. SDIV - Performance Comparison
Key characteristics
FEZ:
0.34
SDIV:
0.22
FEZ:
0.57
SDIV:
0.38
FEZ:
1.07
SDIV:
1.05
FEZ:
0.47
SDIV:
0.07
FEZ:
1.16
SDIV:
0.73
FEZ:
4.61%
SDIV:
4.31%
FEZ:
15.92%
SDIV:
14.37%
FEZ:
-64.21%
SDIV:
-56.90%
FEZ:
-10.28%
SDIV:
-40.63%
Returns By Period
In the year-to-date period, FEZ achieves a 3.52% return, which is significantly higher than SDIV's 0.52% return. Over the past 10 years, FEZ has outperformed SDIV with an annualized return of 5.41%, while SDIV has yielded a comparatively lower -3.42% annualized return.
FEZ
3.52%
0.96%
-3.28%
3.69%
6.44%
5.41%
SDIV
0.52%
-3.90%
-1.48%
1.18%
-8.38%
-3.42%
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FEZ vs. SDIV - Expense Ratio Comparison
FEZ has a 0.29% expense ratio, which is lower than SDIV's 0.58% expense ratio.
Risk-Adjusted Performance
FEZ vs. SDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR EURO STOXX 50 ETF (FEZ) and Global X SuperDividend ETF (SDIV). 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
FEZ vs. SDIV - Dividend Comparison
FEZ's dividend yield for the trailing twelve months is around 2.61%, less than SDIV's 11.43% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPDR EURO STOXX 50 ETF | 2.61% | 2.75% | 3.05% | 2.61% | 2.12% | 2.61% | 3.45% | 2.44% | 3.35% | 3.03% | 3.78% | 2.72% |
Global X SuperDividend ETF | 11.43% | 11.73% | 14.17% | 8.95% | 7.96% | 8.74% | 9.22% | 6.66% | 6.95% | 7.33% | 6.45% | 6.89% |
Drawdowns
FEZ vs. SDIV - Drawdown Comparison
The maximum FEZ drawdown since its inception was -64.21%, which is greater than SDIV's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for FEZ and SDIV. For additional features, visit the drawdowns tool.
Volatility
FEZ vs. SDIV - Volatility Comparison
SPDR EURO STOXX 50 ETF (FEZ) and Global X SuperDividend ETF (SDIV) have volatilities of 3.91% and 3.73%, 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.