SEMGX vs. VUAG.L
Compare and contrast key facts about DWS Emerging Markets Equity Fund (SEMGX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
SEMGX is managed by DWS. It was launched on May 7, 1996. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEMGX or VUAG.L.
Correlation
The correlation between SEMGX and VUAG.L is 0.50, 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. VUAG.L - Performance Comparison
Key characteristics
SEMGX:
0.55
VUAG.L:
2.47
SEMGX:
0.84
VUAG.L:
3.51
SEMGX:
1.10
VUAG.L:
1.48
SEMGX:
0.21
VUAG.L:
1.69
SEMGX:
2.14
VUAG.L:
17.91
SEMGX:
3.77%
VUAG.L:
1.58%
SEMGX:
14.74%
VUAG.L:
11.43%
SEMGX:
-67.22%
VUAG.L:
-25.61%
SEMGX:
-31.55%
VUAG.L:
-0.42%
Returns By Period
In the year-to-date period, SEMGX achieves a -2.02% return, which is significantly lower than VUAG.L's 1.18% return.
SEMGX
-2.02%
-5.47%
-5.67%
7.67%
-2.20%
2.24%
VUAG.L
1.18%
-0.04%
10.19%
28.90%
15.07%
N/A
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SEMGX vs. VUAG.L - Expense Ratio Comparison
SEMGX has a 0.98% expense ratio, which is higher than VUAG.L's 0.07% expense ratio.
Risk-Adjusted Performance
SEMGX vs. VUAG.L — Risk-Adjusted Performance Rank
SEMGX
VUAG.L
SEMGX vs. VUAG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Emerging Markets Equity Fund (SEMGX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.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. VUAG.L - Dividend Comparison
Neither SEMGX nor VUAG.L has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard S&P 500 UCITS ETF (USD) Accumulating | 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. VUAG.L - Drawdown Comparison
The maximum SEMGX drawdown since its inception was -67.22%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for SEMGX and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
SEMGX vs. VUAG.L - Volatility Comparison
DWS Emerging Markets Equity Fund (SEMGX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) have volatilities of 3.56% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.