INDS vs. FIVG
Compare and contrast key facts about Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and Defiance Next Gen Connectivity ETF (FIVG).
INDS and FIVG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018. FIVG is a passively managed fund by Defiance ETFs that tracks the performance of the MVIS Bluestar 5G Communications Index. It was launched on Mar 4, 2019. Both INDS and FIVG 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: INDS or FIVG.
Performance
INDS vs. FIVG - Performance Comparison
Returns By Period
In the year-to-date period, INDS achieves a -6.51% return, which is significantly lower than FIVG's 29.70% return.
INDS
-6.51%
-5.07%
5.01%
9.44%
5.04%
N/A
FIVG
29.70%
3.22%
17.72%
42.53%
14.65%
N/A
Key characteristics
| INDS | FIVG | |
|---|---|---|
| Sharpe Ratio | 0.54 | 2.47 |
| Sortino Ratio | 0.88 | 3.16 |
| Omega Ratio | 1.10 | 1.42 |
| Calmar Ratio | 0.30 | 2.00 |
| Martin Ratio | 1.27 | 11.08 |
| Ulcer Index | 7.60% | 4.62% |
| Daily Std Dev | 17.82% | 20.75% |
| Max Drawdown | -40.44% | -34.62% |
| Current Drawdown | -26.25% | 0.00% |
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INDS vs. FIVG - Expense Ratio Comparison
INDS has a 0.60% expense ratio, which is higher than FIVG's 0.30% expense ratio.
Correlation
The correlation between INDS and FIVG is 0.55, 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.
Risk-Adjusted Performance
INDS vs. FIVG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and Defiance Next Gen Connectivity ETF (FIVG). 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
INDS vs. FIVG - Dividend Comparison
INDS's dividend yield for the trailing twelve months is around 2.33%, more than FIVG's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.33% | 3.11% | 2.14% | 1.24% | 1.68% | 2.26% | 1.81% |
FIVG Defiance Next Gen Connectivity ETF | 0.88% | 1.40% | 0.00% | 1.17% | 0.99% | 0.75% | 0.00% |
Drawdowns
INDS vs. FIVG - Drawdown Comparison
The maximum INDS drawdown since its inception was -40.44%, which is greater than FIVG's maximum drawdown of -34.62%. Use the drawdown chart below to compare losses from any high point for INDS and FIVG. For additional features, visit the drawdowns tool.
Volatility
INDS vs. FIVG - Volatility Comparison
Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and Defiance Next Gen Connectivity ETF (FIVG) have volatilities of 4.84% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.