SPYV.DE vs. DIVI
Compare and contrast key facts about SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.DE) and Franklin International Core Dividend Tilt Index ETF (DIVI).
SPYV.DE and DIVI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPYV.DE is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets High Yield Dividend Aristocrats. It was launched on Oct 14, 2011. DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYV.DE or DIVI.
Key characteristics
| SPYV.DE | DIVI | |
|---|---|---|
| YTD Return | 6.00% | 9.08% |
| 1Y Return | 4.63% | 17.55% |
| 3Y Return (Ann) | 1.65% | 9.40% |
| 5Y Return (Ann) | 0.14% | 9.09% |
| Sharpe Ratio | 0.30 | 1.37 |
| Daily Std Dev | 15.06% | 13.04% |
| Max Drawdown | -43.79% | -27.76% |
| Current Drawdown | -9.12% | -1.66% |
Correlation
The correlation between SPYV.DE and DIVI is 0.52, 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
SPYV.DE vs. DIVI - Performance Comparison
In the year-to-date period, SPYV.DE achieves a 6.00% return, which is significantly lower than DIVI's 9.08% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPYV.DE vs. DIVI - Expense Ratio Comparison
SPYV.DE has a 0.55% expense ratio, which is higher than DIVI's 0.09% expense ratio.
Risk-Adjusted Performance
SPYV.DE vs. DIVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.DE) and Franklin International Core Dividend Tilt Index ETF (DIVI). 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
SPYV.DE vs. DIVI - Dividend Comparison
SPYV.DE has not paid dividends to shareholders, while DIVI's dividend yield for the trailing twelve months is around 3.61%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV.DE SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) | 0.00% | 2.54% | 4.71% | 3.20% | 3.29% | 3.59% | 3.58% | 2.95% | 4.34% | 5.98% | 4.73% | 6.03% |
DIVI Franklin International Core Dividend Tilt Index ETF | 3.61% | 3.17% | 5.43% | 2.77% | 5.87% | 1.61% | 5.67% | 5.71% | 13.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPYV.DE vs. DIVI - Drawdown Comparison
The maximum SPYV.DE drawdown since its inception was -43.79%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for SPYV.DE and DIVI. For additional features, visit the drawdowns tool.
Volatility
SPYV.DE vs. DIVI - Volatility Comparison
SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.DE) has a higher volatility of 5.18% compared to Franklin International Core Dividend Tilt Index ETF (DIVI) at 4.03%. This indicates that SPYV.DE's price experiences larger fluctuations and is considered to be riskier than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.