SDIVX vs. EUNA.DE
Compare and contrast key facts about Stock Dividend Fund (SDIVX) and iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE).
SDIVX is managed by Adam Asset Funds. It was launched on Dec 27, 2004. EUNA.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate Bond (EUR Hedged). It was launched on Nov 21, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDIVX or EUNA.DE.
Correlation
The correlation between SDIVX and EUNA.DE is 0.15, 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.
Performance
SDIVX vs. EUNA.DE - Performance Comparison
Key characteristics
SDIVX:
1.83
EUNA.DE:
0.94
SDIVX:
2.59
EUNA.DE:
1.39
SDIVX:
1.32
EUNA.DE:
1.16
SDIVX:
1.18
EUNA.DE:
0.26
SDIVX:
9.40
EUNA.DE:
3.21
SDIVX:
2.10%
EUNA.DE:
1.15%
SDIVX:
10.84%
EUNA.DE:
3.91%
SDIVX:
-59.45%
EUNA.DE:
-17.79%
SDIVX:
0.00%
EUNA.DE:
-10.30%
Returns By Period
In the year-to-date period, SDIVX achieves a 7.41% return, which is significantly higher than EUNA.DE's 0.48% return.
SDIVX
7.41%
5.78%
5.81%
19.22%
3.98%
4.19%
EUNA.DE
0.48%
0.69%
-0.26%
3.46%
-1.72%
N/A
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SDIVX vs. EUNA.DE - Expense Ratio Comparison
SDIVX has a 0.85% expense ratio, which is higher than EUNA.DE's 0.10% expense ratio.
Risk-Adjusted Performance
SDIVX vs. EUNA.DE — Risk-Adjusted Performance Rank
SDIVX
EUNA.DE
SDIVX vs. EUNA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) and iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE). 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
SDIVX vs. EUNA.DE - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 4.22%, while EUNA.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDIVX Stock Dividend Fund | 4.22% | 4.53% | 6.75% | 5.34% | 6.26% | 3.01% | 2.62% | 2.75% | 2.51% | 2.34% | 2.92% | 2.35% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SDIVX vs. EUNA.DE - Drawdown Comparison
The maximum SDIVX drawdown since its inception was -59.45%, which is greater than EUNA.DE's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for SDIVX and EUNA.DE. For additional features, visit the drawdowns tool.
Volatility
SDIVX vs. EUNA.DE - Volatility Comparison
Stock Dividend Fund (SDIVX) has a higher volatility of 2.83% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.47%. This indicates that SDIVX's price experiences larger fluctuations and is considered to be riskier than EUNA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.