SVAIX vs. QDIV
Compare and contrast key facts about Federated Hermes Strategic Value Dividend Fund (SVAIX) and Global X S&P 500 Quality Dividend ETF (QDIV).
SVAIX is managed by Federated. It was launched on Mar 30, 2005. QDIV is a passively managed fund by Global X that tracks the performance of the S&P 500 Quality High Dividend Index. It was launched on Jul 13, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVAIX or QDIV.
Correlation
The correlation between SVAIX and QDIV is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SVAIX vs. QDIV - Performance Comparison
Key characteristics
SVAIX:
1.36
QDIV:
0.11
SVAIX:
1.81
QDIV:
0.26
SVAIX:
1.27
QDIV:
1.04
SVAIX:
1.60
QDIV:
0.10
SVAIX:
6.54
QDIV:
0.41
SVAIX:
2.78%
QDIV:
4.13%
SVAIX:
13.42%
QDIV:
15.70%
SVAIX:
-50.88%
QDIV:
-41.20%
SVAIX:
-6.33%
QDIV:
-11.86%
Returns By Period
In the year-to-date period, SVAIX achieves a 1.28% return, which is significantly higher than QDIV's -5.93% return.
SVAIX
1.28%
-5.14%
-3.61%
17.34%
11.00%
6.86%
QDIV
-5.93%
-7.89%
-9.98%
1.87%
13.17%
N/A
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SVAIX vs. QDIV - Expense Ratio Comparison
SVAIX has a 0.81% expense ratio, which is higher than QDIV's 0.20% expense ratio.
Risk-Adjusted Performance
SVAIX vs. QDIV — Risk-Adjusted Performance Rank
SVAIX
QDIV
SVAIX vs. QDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund (SVAIX) and Global X S&P 500 Quality Dividend ETF (QDIV). 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
SVAIX vs. QDIV - Dividend Comparison
SVAIX's dividend yield for the trailing twelve months is around 5.62%, more than QDIV's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.62% | 5.71% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.55% | 10.36% | 5.24% | 8.67% | 10.07% |
QDIV Global X S&P 500 Quality Dividend ETF | 3.10% | 2.88% | 3.26% | 3.02% | 2.44% | 3.06% | 2.84% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SVAIX vs. QDIV - Drawdown Comparison
The maximum SVAIX drawdown since its inception was -50.88%, which is greater than QDIV's maximum drawdown of -41.20%. Use the drawdown chart below to compare losses from any high point for SVAIX and QDIV. For additional features, visit the drawdowns tool.
Volatility
SVAIX vs. QDIV - Volatility Comparison
The current volatility for Federated Hermes Strategic Value Dividend Fund (SVAIX) is 8.38%, while Global X S&P 500 Quality Dividend ETF (QDIV) has a volatility of 11.63%. This indicates that SVAIX experiences smaller price fluctuations and is considered to be less risky than QDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.