HFXI vs. DBAW
Compare and contrast key facts about IQ 50 Percent Hedged FTSE International ETF (HFXI) and Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW).
HFXI and DBAW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HFXI is a passively managed fund by New York Life that tracks the performance of the FTSE Developed ex North America 50% Hedged to USD Index. It was launched on Jul 22, 2015. DBAW is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI ACWI ex USA US Dollar Hedged Index. It was launched on Jan 23, 2014. Both HFXI and DBAW 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: HFXI or DBAW.
Correlation
The correlation between HFXI and DBAW is 0.76, 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
HFXI vs. DBAW - Performance Comparison
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Key characteristics
HFXI:
0.54
DBAW:
0.58
HFXI:
0.87
DBAW:
0.94
HFXI:
1.12
DBAW:
1.14
HFXI:
0.66
DBAW:
0.71
HFXI:
2.47
DBAW:
3.02
HFXI:
3.59%
DBAW:
3.29%
HFXI:
16.20%
DBAW:
16.25%
HFXI:
-32.42%
DBAW:
-31.44%
HFXI:
-0.49%
DBAW:
-0.88%
Returns By Period
In the year-to-date period, HFXI achieves a 10.21% return, which is significantly higher than DBAW's 6.36% return.
HFXI
10.21%
9.74%
9.92%
8.67%
13.79%
N/A
DBAW
6.36%
9.42%
6.89%
9.29%
13.04%
6.92%
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HFXI vs. DBAW - Expense Ratio Comparison
HFXI has a 0.20% expense ratio, which is lower than DBAW's 0.41% expense ratio.
Risk-Adjusted Performance
HFXI vs. DBAW — Risk-Adjusted Performance Rank
HFXI
DBAW
HFXI vs. DBAW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ 50 Percent Hedged FTSE International ETF (HFXI) and Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW). 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
HFXI vs. DBAW - Dividend Comparison
HFXI's dividend yield for the trailing twelve months is around 2.32%, more than DBAW's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFXI IQ 50 Percent Hedged FTSE International ETF | 2.32% | 2.68% | 2.49% | 4.65% | 3.10% | 2.00% | 3.19% | 4.33% | 2.55% | 3.47% | 0.78% | 0.00% |
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 1.60% | 1.70% | 3.45% | 13.44% | 2.05% | 2.08% | 2.91% | 2.93% | 2.41% | 1.99% | 5.74% | 7.59% |
Drawdowns
HFXI vs. DBAW - Drawdown Comparison
The maximum HFXI drawdown since its inception was -32.42%, roughly equal to the maximum DBAW drawdown of -31.44%. Use the drawdown chart below to compare losses from any high point for HFXI and DBAW. For additional features, visit the drawdowns tool.
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Volatility
HFXI vs. DBAW - Volatility Comparison
The current volatility for IQ 50 Percent Hedged FTSE International ETF (HFXI) is 3.94%, while Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) has a volatility of 4.24%. This indicates that HFXI experiences smaller price fluctuations and is considered to be less risky than DBAW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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