SUWG.L vs. TDIV
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) and First Trust NASDAQ Technology Dividend Index Fund (TDIV).
SUWG.L and TDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SUWG.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 12, 2017. TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012. Both SUWG.L and TDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUWG.L or TDIV.
Correlation
The correlation between SUWG.L and TDIV is 0.60, 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
SUWG.L vs. TDIV - Performance Comparison
Key characteristics
SUWG.L:
1.18
TDIV:
1.47
SUWG.L:
1.65
TDIV:
2.01
SUWG.L:
1.23
TDIV:
1.25
SUWG.L:
2.04
TDIV:
2.38
SUWG.L:
6.57
TDIV:
8.23
SUWG.L:
2.00%
TDIV:
3.31%
SUWG.L:
11.15%
TDIV:
18.48%
SUWG.L:
-18.47%
TDIV:
-31.97%
SUWG.L:
-2.62%
TDIV:
0.00%
Returns By Period
In the year-to-date period, SUWG.L achieves a 2.26% return, which is significantly lower than TDIV's 6.98% return.
SUWG.L
2.26%
-1.75%
8.65%
13.18%
N/A
N/A
TDIV
6.98%
3.99%
9.25%
28.69%
15.97%
14.01%
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SUWG.L vs. TDIV - Expense Ratio Comparison
SUWG.L has a 0.20% expense ratio, which is lower than TDIV's 0.50% expense ratio.
Risk-Adjusted Performance
SUWG.L vs. TDIV — Risk-Adjusted Performance Rank
SUWG.L
TDIV
SUWG.L vs. TDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). 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
SUWG.L vs. TDIV - Dividend Comparison
SUWG.L's dividend yield for the trailing twelve months is around 31.17%, more than TDIV's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUWG.L iShares MSCI World SRI UCITS ETF USD (Dist) | 31.17% | 31.88% | 1.54% | 1.69% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.49% | 1.59% | 1.74% | 2.51% | 1.76% | 2.08% | 2.27% | 2.96% | 2.27% | 2.45% | 2.52% | 2.80% |
Drawdowns
SUWG.L vs. TDIV - Drawdown Comparison
The maximum SUWG.L drawdown since its inception was -18.47%, smaller than the maximum TDIV drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for SUWG.L and TDIV. For additional features, visit the drawdowns tool.
Volatility
SUWG.L vs. TDIV - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) is 3.57%, while First Trust NASDAQ Technology Dividend Index Fund (TDIV) has a volatility of 6.40%. This indicates that SUWG.L experiences smaller price fluctuations and is considered to be less risky than TDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.