Correlation
The correlation between QUSIX and LVHI is 0.38, 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.
QUSIX vs. LVHI
Compare and contrast key facts about Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
QUSIX is managed by Pear Tree Funds. It was launched on Apr 30, 2008. LVHI is a passively managed fund by Franklin Templeton that tracks the performance of the QS International Low Volatility High Dividend Hedged Index. It was launched on Jul 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QUSIX or LVHI.
Performance
QUSIX vs. LVHI - Performance Comparison
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Key characteristics
QUSIX:
0.46
LVHI:
1.13
QUSIX:
0.67
LVHI:
1.48
QUSIX:
1.09
LVHI:
1.23
QUSIX:
0.47
LVHI:
1.24
QUSIX:
1.10
LVHI:
6.37
QUSIX:
6.13%
LVHI:
2.34%
QUSIX:
15.97%
LVHI:
13.65%
QUSIX:
-57.95%
LVHI:
-32.31%
QUSIX:
-0.29%
LVHI:
-0.27%
Returns By Period
In the year-to-date period, QUSIX achieves a 16.52% return, which is significantly higher than LVHI's 9.05% return.
QUSIX
16.52%
5.79%
14.79%
6.79%
8.84%
11.67%
4.86%
LVHI
9.05%
3.66%
8.53%
14.34%
13.74%
15.27%
N/A
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QUSIX vs. LVHI - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is higher than LVHI's 0.40% expense ratio.
Risk-Adjusted Performance
QUSIX vs. LVHI — Risk-Adjusted Performance Rank
QUSIX
LVHI
QUSIX vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Legg Mason International Low Volatility High Dividend ETF (LVHI). 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.
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Dividends
QUSIX vs. LVHI - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 2.81%, less than LVHI's 4.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.81% | 3.28% | 2.49% | 4.90% | 2.43% | 3.89% | 2.96% | 5.10% | 3.00% | 2.07% | 2.20% | 1.46% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.83% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.67% | 1.97% | 1.16% | 0.00% | 0.00% |
Drawdowns
QUSIX vs. LVHI - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -57.95%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for QUSIX and LVHI.
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Volatility
QUSIX vs. LVHI - Volatility Comparison
Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) has a higher volatility of 2.86% compared to Legg Mason International Low Volatility High Dividend ETF (LVHI) at 2.42%. This indicates that QUSIX's price experiences larger fluctuations and is considered to be riskier than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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