PTEU vs. IDVY.L
Compare and contrast key facts about Pacer Trendpilot European Index ETF (PTEU) and iShares EURO Dividend UCITS (IDVY.L).
PTEU and IDVY.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTEU is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Trendpilot European Index. It was launched on Dec 15, 2015. IDVY.L is a passively managed fund by iShares that tracks the performance of the MSCI EMU NR EUR. It was launched on Oct 28, 2005. Both PTEU and IDVY.L 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: PTEU or IDVY.L.
Correlation
The correlation between PTEU and IDVY.L is 0.56, 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.
Performance
PTEU vs. IDVY.L - Performance Comparison
Key characteristics
PTEU:
0.31
IDVY.L:
1.19
PTEU:
0.57
IDVY.L:
1.69
PTEU:
1.07
IDVY.L:
1.22
PTEU:
0.33
IDVY.L:
1.61
PTEU:
0.99
IDVY.L:
4.38
PTEU:
6.01%
IDVY.L:
3.85%
PTEU:
19.31%
IDVY.L:
14.09%
PTEU:
-35.44%
IDVY.L:
-60.91%
PTEU:
-9.96%
IDVY.L:
-3.09%
Returns By Period
In the year-to-date period, PTEU achieves a 9.02% return, which is significantly lower than IDVY.L's 17.59% return.
PTEU
9.02%
-8.69%
-0.33%
5.83%
3.66%
N/A
IDVY.L
17.59%
-2.80%
13.85%
18.61%
13.29%
6.80%
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PTEU vs. IDVY.L - Expense Ratio Comparison
PTEU has a 0.65% expense ratio, which is higher than IDVY.L's 0.40% expense ratio.
Risk-Adjusted Performance
PTEU vs. IDVY.L — Risk-Adjusted Performance Rank
PTEU
IDVY.L
PTEU vs. IDVY.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot European Index ETF (PTEU) and iShares EURO Dividend UCITS (IDVY.L). 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
PTEU vs. IDVY.L - Dividend Comparison
PTEU's dividend yield for the trailing twelve months is around 3.20%, less than IDVY.L's 6.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTEU Pacer Trendpilot European Index ETF | 3.20% | 3.49% | 2.74% | 0.69% | 1.55% | 0.00% | 3.43% | 1.86% | 0.61% | 0.00% | 0.00% | 0.00% |
IDVY.L iShares EURO Dividend UCITS | 6.09% | 7.04% | 6.70% | 5.92% | 4.40% | 3.97% | 5.68% | 5.34% | 4.40% | 4.63% | 10.91% | 9.80% |
Drawdowns
PTEU vs. IDVY.L - Drawdown Comparison
The maximum PTEU drawdown since its inception was -35.44%, smaller than the maximum IDVY.L drawdown of -60.91%. Use the drawdown chart below to compare losses from any high point for PTEU and IDVY.L. For additional features, visit the drawdowns tool.
Volatility
PTEU vs. IDVY.L - Volatility Comparison
Pacer Trendpilot European Index ETF (PTEU) has a higher volatility of 11.95% compared to iShares EURO Dividend UCITS (IDVY.L) at 10.25%. This indicates that PTEU's price experiences larger fluctuations and is considered to be riskier than IDVY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.