FYLD vs. DIVI
Compare and contrast key facts about Cambria Foreign Shareholder Yield ETF (FYLD) and Franklin International Core Dividend Tilt Index ETF (DIVI).
FYLD and DIVI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FYLD is an actively managed fund by Cambria. It was launched on Dec 3, 2013. DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FYLD or DIVI.
Correlation
The correlation between FYLD and DIVI is 0.64, 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
FYLD vs. DIVI - Performance Comparison
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Key characteristics
FYLD:
0.29
DIVI:
0.59
FYLD:
0.52
DIVI:
0.99
FYLD:
1.07
DIVI:
1.13
FYLD:
0.36
DIVI:
0.75
FYLD:
1.07
DIVI:
2.19
FYLD:
5.12%
DIVI:
4.97%
FYLD:
18.60%
DIVI:
17.36%
FYLD:
-44.56%
DIVI:
-27.76%
FYLD:
-0.07%
DIVI:
0.00%
Returns By Period
In the year-to-date period, FYLD achieves a 11.43% return, which is significantly lower than DIVI's 15.93% return.
FYLD
11.43%
8.00%
10.01%
4.58%
15.67%
6.36%
DIVI
15.93%
7.42%
14.96%
9.74%
12.59%
N/A
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FYLD vs. DIVI - Expense Ratio Comparison
FYLD has a 0.59% expense ratio, which is higher than DIVI's 0.09% expense ratio.
Risk-Adjusted Performance
FYLD vs. DIVI — Risk-Adjusted Performance Rank
FYLD
DIVI
FYLD vs. DIVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Foreign Shareholder Yield ETF (FYLD) and Franklin International Core Dividend Tilt Index ETF (DIVI). 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.
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Dividends
FYLD vs. DIVI - Dividend Comparison
FYLD's dividend yield for the trailing twelve months is around 4.15%, more than DIVI's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYLD Cambria Foreign Shareholder Yield ETF | 4.15% | 5.41% | 6.06% | 6.13% | 4.74% | 3.94% | 3.73% | 5.17% | 2.85% | 2.72% | 3.98% | 5.13% |
DIVI Franklin International Core Dividend Tilt Index ETF | 3.88% | 4.39% | 3.17% | 5.43% | 2.77% | 5.87% | 1.61% | 5.67% | 5.71% | 13.51% | 0.00% | 0.00% |
Drawdowns
FYLD vs. DIVI - Drawdown Comparison
The maximum FYLD drawdown since its inception was -44.56%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for FYLD and DIVI. For additional features, visit the drawdowns tool.
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Volatility
FYLD vs. DIVI - Volatility Comparison
The current volatility for Cambria Foreign Shareholder Yield ETF (FYLD) is 2.86%, while Franklin International Core Dividend Tilt Index ETF (DIVI) has a volatility of 3.31%. This indicates that FYLD experiences smaller price fluctuations and is considered to be less risky than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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