HDAW vs. RERGX
Compare and contrast key facts about Xtrackers MSCI All World ex US High Dividend Yield Equity ETF (HDAW) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
HDAW is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI ACWI ex USA High Dividend Yield US Dollar Hedged Index. It was launched on Aug 12, 2015. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDAW or RERGX.
Key characteristics
| HDAW | RERGX | |
|---|---|---|
| YTD Return | 7.14% | 8.87% |
| 1Y Return | 15.76% | 13.32% |
| 3Y Return (Ann) | 4.98% | -0.49% |
| 5Y Return (Ann) | 6.82% | 7.26% |
| Sharpe Ratio | 1.33 | 1.07 |
| Daily Std Dev | 12.16% | 13.47% |
| Max Drawdown | -37.31% | -37.30% |
| Current Drawdown | 0.00% | -9.57% |
Correlation
The correlation between HDAW and RERGX is 0.71, 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
HDAW vs. RERGX - Performance Comparison
In the year-to-date period, HDAW achieves a 7.14% return, which is significantly lower than RERGX's 8.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HDAW vs. RERGX - Expense Ratio Comparison
HDAW has a 0.20% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
HDAW vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI All World ex US High Dividend Yield Equity ETF (HDAW) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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
HDAW vs. RERGX - Dividend Comparison
HDAW's dividend yield for the trailing twelve months is around 4.87%, more than RERGX's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ETF | 4.87% | 4.85% | 7.00% | 4.84% | 4.27% | 3.95% | 4.02% | 4.09% | 2.57% | 1.07% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 3.63% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 1.74% | 1.25% |
Drawdowns
HDAW vs. RERGX - Drawdown Comparison
The maximum HDAW drawdown since its inception was -37.31%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for HDAW and RERGX. For additional features, visit the drawdowns tool.
Volatility
HDAW vs. RERGX - Volatility Comparison
Xtrackers MSCI All World ex US High Dividend Yield Equity ETF (HDAW) has a higher volatility of 3.60% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.19%. This indicates that HDAW's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.