FIVG vs. INDS
Compare and contrast key facts about Defiance Next Gen Connectivity ETF (FIVG) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS).
FIVG and INDS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIVG is a passively managed fund by Defiance ETFs that tracks the performance of the MVIS Bluestar 5G Communications Index. It was launched on Mar 4, 2019. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018. Both FIVG and INDS 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: FIVG or INDS.
Performance
FIVG vs. INDS - Performance Comparison
Returns By Period
In the year-to-date period, FIVG achieves a 29.70% return, which is significantly higher than INDS's -6.51% return.
FIVG
29.70%
3.22%
17.72%
42.53%
14.65%
N/A
INDS
-6.51%
-5.07%
5.01%
9.44%
5.04%
N/A
Key characteristics
| FIVG | INDS | |
|---|---|---|
| Sharpe Ratio | 2.47 | 0.54 |
| Sortino Ratio | 3.16 | 0.88 |
| Omega Ratio | 1.42 | 1.10 |
| Calmar Ratio | 2.00 | 0.30 |
| Martin Ratio | 11.08 | 1.27 |
| Ulcer Index | 4.62% | 7.60% |
| Daily Std Dev | 20.75% | 17.82% |
| Max Drawdown | -34.62% | -40.44% |
| Current Drawdown | 0.00% | -26.25% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIVG vs. INDS - Expense Ratio Comparison
FIVG has a 0.30% expense ratio, which is lower than INDS's 0.60% expense ratio.
Correlation
The correlation between FIVG and INDS is 0.55, 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.
Risk-Adjusted Performance
FIVG vs. INDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Next Gen Connectivity ETF (FIVG) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). 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
FIVG vs. INDS - Dividend Comparison
FIVG's dividend yield for the trailing twelve months is around 0.88%, less than INDS's 2.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
FIVG Defiance Next Gen Connectivity ETF | 0.88% | 1.40% | 0.00% | 1.17% | 0.99% | 0.75% | 0.00% |
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.33% | 3.11% | 2.14% | 1.24% | 1.68% | 2.26% | 1.81% |
Drawdowns
FIVG vs. INDS - Drawdown Comparison
The maximum FIVG drawdown since its inception was -34.62%, smaller than the maximum INDS drawdown of -40.44%. Use the drawdown chart below to compare losses from any high point for FIVG and INDS. For additional features, visit the drawdowns tool.
Volatility
FIVG vs. INDS - Volatility Comparison
Defiance Next Gen Connectivity ETF (FIVG) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) have volatilities of 4.80% and 4.84%, 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.