GURU vs. HDG
Compare and contrast key facts about Global X Guru Index ETF (GURU) and ProShares Hedge Replication (HDG).
GURU and HDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GURU is a passively managed fund by Global X that tracks the performance of the Solactive Guru Index. It was launched on Jun 4, 2012. HDG is a passively managed fund by ProShares that tracks the performance of the Merrill Lynch Factor Model - Exchange Series. It was launched on Jul 12, 2011. Both GURU and HDG 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: GURU or HDG.
Correlation
The correlation between GURU and HDG is 0.74, 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
GURU vs. HDG - Performance Comparison
Key characteristics
GURU:
2.20
HDG:
1.54
GURU:
3.01
HDG:
2.17
GURU:
1.39
HDG:
1.29
GURU:
1.53
HDG:
1.64
GURU:
11.58
HDG:
9.79
GURU:
2.69%
HDG:
0.78%
GURU:
14.19%
HDG:
4.93%
GURU:
-38.50%
HDG:
-15.31%
GURU:
-0.20%
HDG:
0.00%
Returns By Period
In the year-to-date period, GURU achieves a 7.71% return, which is significantly higher than HDG's 1.72% return. Over the past 10 years, GURU has outperformed HDG with an annualized return of 7.99%, while HDG has yielded a comparatively lower 2.55% annualized return.
GURU
7.71%
4.67%
20.17%
29.52%
8.55%
7.99%
HDG
1.72%
1.13%
3.37%
6.42%
2.83%
2.55%
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GURU vs. HDG - Expense Ratio Comparison
GURU has a 0.75% expense ratio, which is lower than HDG's 0.95% expense ratio.
Risk-Adjusted Performance
GURU vs. HDG — Risk-Adjusted Performance Rank
GURU
HDG
GURU vs. HDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Guru Index ETF (GURU) and ProShares Hedge Replication (HDG). 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
GURU vs. HDG - Dividend Comparison
GURU's dividend yield for the trailing twelve months is around 0.15%, less than HDG's 3.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURU Global X Guru Index ETF | 0.15% | 0.17% | 0.57% | 0.22% | 0.09% | 2.75% | 0.35% | 0.54% | 0.54% | 0.22% | 0.47% | 1.06% |
HDG ProShares Hedge Replication | 3.44% | 3.50% | 3.48% | 0.39% | 0.00% | 0.08% | 1.09% | 0.52% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GURU vs. HDG - Drawdown Comparison
The maximum GURU drawdown since its inception was -38.50%, which is greater than HDG's maximum drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for GURU and HDG. For additional features, visit the drawdowns tool.
Volatility
GURU vs. HDG - Volatility Comparison
Global X Guru Index ETF (GURU) has a higher volatility of 3.93% compared to ProShares Hedge Replication (HDG) at 0.86%. This indicates that GURU's price experiences larger fluctuations and is considered to be riskier than HDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.