Correlation
The correlation between MDISX and IDVO 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.
MDISX vs. IDVO
Compare and contrast key facts about Franklin Mutual Global Discovery Fund (MDISX) and Amplify International Enhanced Dividend Income ETF (IDVO).
MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992. IDVO is an actively managed fund by Amplify Investments. It was launched on Sep 8, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDISX or IDVO.
Performance
MDISX vs. IDVO - Performance Comparison
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Key characteristics
MDISX:
0.76
IDVO:
0.71
MDISX:
1.03
IDVO:
1.02
MDISX:
1.15
IDVO:
1.14
MDISX:
0.81
IDVO:
0.80
MDISX:
3.57
IDVO:
3.78
MDISX:
2.93%
IDVO:
3.26%
MDISX:
14.82%
IDVO:
18.15%
MDISX:
-40.15%
IDVO:
-15.45%
MDISX:
-0.88%
IDVO:
-0.95%
Returns By Period
In the year-to-date period, MDISX achieves a 10.07% return, which is significantly lower than IDVO's 14.42% return.
MDISX
10.07%
3.95%
5.23%
9.72%
9.84%
14.24%
6.66%
IDVO
14.42%
5.45%
11.39%
12.43%
N/A
N/A
N/A
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MDISX vs. IDVO - Expense Ratio Comparison
MDISX has a 0.95% expense ratio, which is higher than IDVO's 0.65% expense ratio.
Risk-Adjusted Performance
MDISX vs. IDVO — Risk-Adjusted Performance Rank
MDISX
IDVO
MDISX vs. IDVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund (MDISX) and Amplify International Enhanced Dividend Income ETF (IDVO). 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
MDISX vs. IDVO - Dividend Comparison
MDISX's dividend yield for the trailing twelve months is around 10.45%, more than IDVO's 5.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDISX Franklin Mutual Global Discovery Fund | 10.45% | 11.50% | 7.13% | 10.29% | 8.75% | 3.50% | 7.20% | 7.50% | 5.42% | 6.33% | 9.53% | 6.61% |
IDVO Amplify International Enhanced Dividend Income ETF | 5.66% | 6.14% | 5.71% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MDISX vs. IDVO - Drawdown Comparison
The maximum MDISX drawdown since its inception was -40.15%, which is greater than IDVO's maximum drawdown of -15.45%. Use the drawdown chart below to compare losses from any high point for MDISX and IDVO.
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Volatility
MDISX vs. IDVO - Volatility Comparison
Franklin Mutual Global Discovery Fund (MDISX) has a higher volatility of 3.51% compared to Amplify International Enhanced Dividend Income ETF (IDVO) at 2.62%. This indicates that MDISX's price experiences larger fluctuations and is considered to be riskier than IDVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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