IDV vs. PID
Compare and contrast key facts about iShares International Select Dividend ETF (IDV) and Invesco International Dividend Achievers™ ETF (PID).
IDV and PID are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. PID is a passively managed fund by Invesco that tracks the performance of the Nasdaq International Dividend Achievers (NR). It was launched on Sep 15, 2005. Both IDV and PID 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: IDV or PID.
Performance
IDV vs. PID - Performance Comparison
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with IDV at 6.42% and PID at 6.42%. Over the past 10 years, IDV has underperformed PID with an annualized return of 3.43%, while PID has yielded a comparatively higher 4.03% annualized return.
IDV
6.42%
-3.37%
-0.28%
13.97%
4.04%
3.43%
PID
6.42%
-4.28%
3.88%
14.22%
6.92%
4.03%
Key characteristics
| IDV | PID | |
|---|---|---|
| Sharpe Ratio | 1.06 | 1.18 |
| Sortino Ratio | 1.48 | 1.69 |
| Omega Ratio | 1.18 | 1.21 |
| Calmar Ratio | 1.39 | 1.79 |
| Martin Ratio | 4.67 | 5.86 |
| Ulcer Index | 2.91% | 2.41% |
| Daily Std Dev | 12.82% | 11.97% |
| Max Drawdown | -70.14% | -66.34% |
| Current Drawdown | -6.76% | -4.86% |
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IDV vs. PID - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is lower than PID's 0.56% expense ratio.
Correlation
The correlation between IDV and PID is 0.85, 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.
Risk-Adjusted Performance
IDV vs. PID - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) and Invesco International Dividend Achievers™ ETF (PID). 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
IDV vs. PID - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 6.20%, more than PID's 3.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 6.20% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% | 4.48% |
PID Invesco International Dividend Achievers™ ETF | 3.76% | 3.31% | 3.29% | 3.29% | 3.17% | 4.00% | 3.86% | 3.46% | 3.91% | 4.48% | 3.92% | 2.17% |
Drawdowns
IDV vs. PID - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than PID's maximum drawdown of -66.34%. Use the drawdown chart below to compare losses from any high point for IDV and PID. For additional features, visit the drawdowns tool.
Volatility
IDV vs. PID - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 4.59% compared to Invesco International Dividend Achievers™ ETF (PID) at 2.56%. This indicates that IDV's price experiences larger fluctuations and is considered to be riskier than PID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.