TEQI vs. MCD
Compare and contrast key facts about T. Rowe Price Equity Income ETF (TEQI) and McDonald's Corporation (MCD).
TEQI is an actively managed fund by T. Rowe Price Group, Inc.. It was launched on Aug 4, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEQI or MCD.
Key characteristics
| TEQI | MCD | |
|---|---|---|
| YTD Return | 8.02% | -9.27% |
| 1Y Return | 19.95% | -7.81% |
| 3Y Return (Ann) | 5.84% | 6.80% |
| Sharpe Ratio | 1.79 | -0.55 |
| Daily Std Dev | 10.94% | 14.26% |
| Max Drawdown | -17.82% | -73.62% |
| Current Drawdown | -0.96% | -10.48% |
Correlation
The correlation between TEQI and MCD is 0.47, 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
TEQI vs. MCD - Performance Comparison
In the year-to-date period, TEQI achieves a 8.02% return, which is significantly higher than MCD's -9.27% 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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Risk-Adjusted Performance
TEQI vs. MCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income ETF (TEQI) and McDonald's Corporation (MCD). 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
TEQI vs. MCD - Dividend Comparison
TEQI's dividend yield for the trailing twelve months is around 1.96%, less than MCD's 2.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQI T. Rowe Price Equity Income ETF | 1.96% | 2.12% | 2.32% | 3.03% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MCD McDonald's Corporation | 2.39% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
Drawdowns
TEQI vs. MCD - Drawdown Comparison
The maximum TEQI drawdown since its inception was -17.82%, smaller than the maximum MCD drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for TEQI and MCD. For additional features, visit the drawdowns tool.
Volatility
TEQI vs. MCD - Volatility Comparison
T. Rowe Price Equity Income ETF (TEQI) and McDonald's Corporation (MCD) have volatilities of 3.12% and 3.15%, 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.