SEMGX vs. IITU.L
Compare and contrast key facts about DWS Emerging Markets Equity Fund (SEMGX) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.L).
SEMGX is managed by DWS. It was launched on May 7, 1996. IITU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEMGX or IITU.L.
Correlation
The correlation between SEMGX and IITU.L is 0.48, 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
SEMGX vs. IITU.L - Performance Comparison
Key characteristics
SEMGX:
0.55
IITU.L:
1.82
SEMGX:
0.84
IITU.L:
2.43
SEMGX:
1.10
IITU.L:
1.32
SEMGX:
0.21
IITU.L:
2.51
SEMGX:
2.14
IITU.L:
7.67
SEMGX:
3.77%
IITU.L:
4.81%
SEMGX:
14.74%
IITU.L:
20.19%
SEMGX:
-67.22%
IITU.L:
-23.56%
SEMGX:
-31.55%
IITU.L:
-3.55%
Returns By Period
In the year-to-date period, SEMGX achieves a -2.02% return, which is significantly lower than IITU.L's -1.61% return.
SEMGX
-2.02%
-5.47%
-5.67%
7.67%
-2.20%
2.24%
IITU.L
-1.61%
-0.74%
5.65%
38.51%
24.06%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEMGX vs. IITU.L - Expense Ratio Comparison
SEMGX has a 0.98% expense ratio, which is higher than IITU.L's 0.15% expense ratio.
Risk-Adjusted Performance
SEMGX vs. IITU.L — Risk-Adjusted Performance Rank
SEMGX
IITU.L
SEMGX vs. IITU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Emerging Markets Equity Fund (SEMGX) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.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
SEMGX vs. IITU.L - Dividend Comparison
Neither SEMGX nor IITU.L has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMGX DWS Emerging Markets Equity Fund | 0.00% | 0.00% | 2.17% | 2.15% | 1.71% | 1.23% | 1.94% | 0.71% | 0.62% | 0.54% | 0.23% | 1.19% |
IITU.L iShares S&P 500 USD Information Technology Sector UCITS | 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
SEMGX vs. IITU.L - Drawdown Comparison
The maximum SEMGX drawdown since its inception was -67.22%, which is greater than IITU.L's maximum drawdown of -23.56%. Use the drawdown chart below to compare losses from any high point for SEMGX and IITU.L. For additional features, visit the drawdowns tool.
Volatility
SEMGX vs. IITU.L - Volatility Comparison
The current volatility for DWS Emerging Markets Equity Fund (SEMGX) is 3.56%, while iShares S&P 500 USD Information Technology Sector UCITS (IITU.L) has a volatility of 5.29%. This indicates that SEMGX experiences smaller price fluctuations and is considered to be less risky than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.