NUGIX vs. ACWI
Compare and contrast key facts about Nuveen Global Dividend Growth Fund (NUGIX) and iShares MSCI ACWI ETF (ACWI).
NUGIX is managed by Nuveen. It was launched on Jun 10, 2012. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUGIX or ACWI.
Correlation
The correlation between NUGIX and ACWI is 0.94, 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
NUGIX vs. ACWI - Performance Comparison
Key characteristics
NUGIX:
0.75
ACWI:
1.65
NUGIX:
1.01
ACWI:
2.26
NUGIX:
1.15
ACWI:
1.30
NUGIX:
0.85
ACWI:
2.42
NUGIX:
2.49
ACWI:
9.71
NUGIX:
3.56%
ACWI:
2.02%
NUGIX:
11.87%
ACWI:
11.91%
NUGIX:
-33.65%
ACWI:
-56.00%
NUGIX:
-6.01%
ACWI:
-0.12%
Returns By Period
In the year-to-date period, NUGIX achieves a 3.60% return, which is significantly lower than ACWI's 5.51% return. Over the past 10 years, NUGIX has underperformed ACWI with an annualized return of 4.91%, while ACWI has yielded a comparatively higher 9.54% annualized return.
NUGIX
3.60%
2.32%
-1.90%
9.33%
5.68%
4.91%
ACWI
5.51%
3.66%
7.58%
20.24%
11.03%
9.54%
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NUGIX vs. ACWI - Expense Ratio Comparison
NUGIX has a 0.89% expense ratio, which is higher than ACWI's 0.32% expense ratio.
Risk-Adjusted Performance
NUGIX vs. ACWI — Risk-Adjusted Performance Rank
NUGIX
ACWI
NUGIX vs. ACWI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Dividend Growth Fund (NUGIX) and iShares MSCI ACWI ETF (ACWI). 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
NUGIX vs. ACWI - Dividend Comparison
NUGIX's dividend yield for the trailing twelve months is around 1.36%, less than ACWI's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | 1.36% | 1.41% | 1.51% | 1.72% | 1.84% | 1.87% | 1.93% | 2.52% | 3.78% | 2.02% | 1.96% | 3.47% |
ACWI iShares MSCI ACWI ETF | 1.61% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% |
Drawdowns
NUGIX vs. ACWI - Drawdown Comparison
The maximum NUGIX drawdown since its inception was -33.65%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for NUGIX and ACWI. For additional features, visit the drawdowns tool.
Volatility
NUGIX vs. ACWI - Volatility Comparison
The current volatility for Nuveen Global Dividend Growth Fund (NUGIX) is 2.79%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 3.03%. This indicates that NUGIX experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.