PXF vs. WDIV
Compare and contrast key facts about Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) and SPDR S&P Global Dividend ETF (WDIV).
PXF and WDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXF is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI Developed Markets ex-U.S. Index. It was launched on Jun 25, 2007. WDIV is a passively managed fund by State Street that tracks the performance of the S&P Global Dividend Aristocrats Index sp_43. It was launched on May 29, 2013. Both PXF and WDIV 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: PXF or WDIV.
Correlation
The correlation between PXF and WDIV is 0.72, 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
PXF vs. WDIV - Performance Comparison
Key characteristics
PXF:
0.74
WDIV:
1.41
PXF:
1.13
WDIV:
1.96
PXF:
1.16
WDIV:
1.27
PXF:
0.91
WDIV:
1.94
PXF:
2.91
WDIV:
5.34
PXF:
4.39%
WDIV:
3.35%
PXF:
17.21%
WDIV:
12.73%
PXF:
-64.74%
WDIV:
-42.35%
PXF:
-1.02%
WDIV:
-0.35%
Returns By Period
In the year-to-date period, PXF achieves a 12.12% return, which is significantly higher than WDIV's 7.32% return. Over the past 10 years, PXF has outperformed WDIV with an annualized return of 5.62%, while WDIV has yielded a comparatively lower 4.35% annualized return.
PXF
12.12%
0.32%
8.24%
12.57%
14.93%
5.62%
WDIV
7.32%
1.18%
3.40%
18.11%
10.82%
4.35%
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PXF vs. WDIV - Expense Ratio Comparison
PXF has a 0.45% expense ratio, which is higher than WDIV's 0.40% expense ratio.
Risk-Adjusted Performance
PXF vs. WDIV — Risk-Adjusted Performance Rank
PXF
WDIV
PXF vs. WDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) and SPDR S&P Global Dividend ETF (WDIV). 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
PXF vs. WDIV - Dividend Comparison
PXF's dividend yield for the trailing twelve months is around 3.30%, less than WDIV's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 3.30% | 3.48% | 3.55% | 3.58% | 3.73% | 2.11% | 3.50% | 3.38% | 2.78% | 3.21% | 3.10% | 4.01% |
WDIV SPDR S&P Global Dividend ETF | 4.36% | 4.63% | 4.73% | 5.12% | 4.15% | 5.55% | 3.99% | 4.42% | 3.62% | 4.32% | 5.03% | 4.74% |
Drawdowns
PXF vs. WDIV - Drawdown Comparison
The maximum PXF drawdown since its inception was -64.74%, which is greater than WDIV's maximum drawdown of -42.35%. Use the drawdown chart below to compare losses from any high point for PXF and WDIV. For additional features, visit the drawdowns tool.
Volatility
PXF vs. WDIV - Volatility Comparison
Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) has a higher volatility of 11.42% compared to SPDR S&P Global Dividend ETF (WDIV) at 8.00%. This indicates that PXF's price experiences larger fluctuations and is considered to be riskier than WDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.