PLUSX vs. GAL
Compare and contrast key facts about DWS Multi-Asset Moderate Allocation Fund (PLUSX) and SPDR SSgA Global Allocation ETF (GAL).
PLUSX is managed by DWS. It was launched on Oct 31, 2004. GAL is an actively managed fund by State Street. It was launched on Apr 25, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLUSX or GAL.
Correlation
The correlation between PLUSX and GAL is 0.90, 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
PLUSX vs. GAL - Performance Comparison
Key characteristics
PLUSX:
-0.74
GAL:
1.21
PLUSX:
-0.67
GAL:
1.69
PLUSX:
0.75
GAL:
1.22
PLUSX:
-0.64
GAL:
2.04
PLUSX:
-3.52
GAL:
7.08
PLUSX:
6.24%
GAL:
1.42%
PLUSX:
29.63%
GAL:
8.33%
PLUSX:
-58.18%
GAL:
-28.31%
PLUSX:
-33.98%
GAL:
-3.38%
Returns By Period
In the year-to-date period, PLUSX achieves a -1.13% return, which is significantly lower than GAL's -0.66% return. Over the past 10 years, PLUSX has underperformed GAL with an annualized return of -2.35%, while GAL has yielded a comparatively higher 5.65% annualized return.
PLUSX
-1.13%
-30.17%
-28.72%
-22.14%
-5.07%
-2.35%
GAL
-0.66%
-2.62%
-0.09%
9.78%
5.35%
5.65%
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PLUSX vs. GAL - Expense Ratio Comparison
PLUSX has a 0.60% expense ratio, which is higher than GAL's 0.35% expense ratio.
Risk-Adjusted Performance
PLUSX vs. GAL — Risk-Adjusted Performance Rank
PLUSX
GAL
PLUSX vs. GAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Multi-Asset Moderate Allocation Fund (PLUSX) and SPDR SSgA Global Allocation ETF (GAL). 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
PLUSX vs. GAL - Dividend Comparison
PLUSX's dividend yield for the trailing twelve months is around 3.18%, more than GAL's 3.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLUSX DWS Multi-Asset Moderate Allocation Fund | 3.18% | 3.14% | 1.95% | 1.53% | 2.05% | 0.81% | 2.33% | 1.48% | 1.33% | 1.68% | 2.01% | 2.64% |
GAL SPDR SSgA Global Allocation ETF | 3.02% | 3.00% | 2.56% | 6.19% | 4.05% | 2.14% | 2.96% | 2.43% | 2.26% | 2.43% | 3.10% | 3.36% |
Drawdowns
PLUSX vs. GAL - Drawdown Comparison
The maximum PLUSX drawdown since its inception was -58.18%, which is greater than GAL's maximum drawdown of -28.31%. Use the drawdown chart below to compare losses from any high point for PLUSX and GAL. For additional features, visit the drawdowns tool.
Volatility
PLUSX vs. GAL - Volatility Comparison
DWS Multi-Asset Moderate Allocation Fund (PLUSX) has a higher volatility of 33.10% compared to SPDR SSgA Global Allocation ETF (GAL) at 2.63%. This indicates that PLUSX's price experiences larger fluctuations and is considered to be riskier than GAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.