MPV vs. TDIV
Compare and contrast key facts about Barings Participation Investors (MPV) and First Trust NASDAQ Technology Dividend Index Fund (TDIV).
TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPV or TDIV.
Correlation
The correlation between MPV and TDIV is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MPV vs. TDIV - Performance Comparison
Key characteristics
MPV:
1.46
TDIV:
1.53
MPV:
2.11
TDIV:
2.11
MPV:
1.27
TDIV:
1.26
MPV:
2.16
TDIV:
2.40
MPV:
7.18
TDIV:
8.49
MPV:
3.11%
TDIV:
3.23%
MPV:
15.27%
TDIV:
17.98%
MPV:
-54.02%
TDIV:
-31.97%
MPV:
-0.06%
TDIV:
-2.57%
Returns By Period
In the year-to-date period, MPV achieves a 0.06% return, which is significantly lower than TDIV's 1.50% return. Over the past 10 years, MPV has underperformed TDIV with an annualized return of 10.69%, while TDIV has yielded a comparatively higher 13.91% annualized return.
MPV
0.06%
2.66%
12.80%
20.74%
8.96%
10.69%
TDIV
1.50%
-1.61%
3.99%
28.61%
14.68%
13.91%
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Risk-Adjusted Performance
MPV vs. TDIV — Risk-Adjusted Performance Rank
MPV
TDIV
MPV vs. TDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). 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
MPV vs. TDIV - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 9.18%, more than TDIV's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 9.18% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 9.82% | 8.16% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.57% | 1.59% | 1.74% | 2.51% | 1.76% | 2.08% | 2.27% | 2.96% | 2.27% | 2.45% | 2.52% | 2.80% |
Drawdowns
MPV vs. TDIV - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, which is greater than TDIV's maximum drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for MPV and TDIV. For additional features, visit the drawdowns tool.
Volatility
MPV vs. TDIV - Volatility Comparison
Barings Participation Investors (MPV) and First Trust NASDAQ Technology Dividend Index Fund (TDIV) have volatilities of 5.38% and 5.55%, 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.