THQ vs. EDIV
Compare and contrast key facts about Abrdn Healthcare Opportunities Fund (THQ) and SPDR S&P Emerging Markets Dividend ETF (EDIV).
THQ is managed by Aberdeen. It was launched on Jul 29, 2014. EDIV is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Dividend Opportunities Index. It was launched on Feb 23, 2011.
Performance
THQ vs. EDIV - Performance Comparison
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THQ vs. EDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | -9.62% | 13.88% | 15.51% | -1.62% | -17.53% | 33.39% | 15.20% | 22.70% | 3.41% | 21.84% |
EDIV SPDR S&P Emerging Markets Dividend ETF | 1.66% | 16.45% | 12.75% | 41.91% | -15.31% | 11.21% | -9.95% | 11.80% | -6.16% | 28.20% |
Returns By Period
In the year-to-date period, THQ achieves a -9.62% return, which is significantly lower than EDIV's 1.66% return. Over the past 10 years, THQ has outperformed EDIV with an annualized return of 8.83%, while EDIV has yielded a comparatively lower 8.38% annualized return.
THQ
- 1D
- 2.75%
- 1M
- -11.99%
- YTD
- -9.62%
- 6M
- 2.98%
- 1Y
- -8.31%
- 3Y*
- 6.67%
- 5Y*
- 3.30%
- 10Y*
- 8.83%
EDIV
- 1D
- 2.23%
- 1M
- -7.27%
- YTD
- 1.66%
- 6M
- 3.11%
- 1Y
- 16.06%
- 3Y*
- 20.08%
- 5Y*
- 10.60%
- 10Y*
- 8.38%
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THQ vs. EDIV - Expense Ratio Comparison
THQ has a 1.47% expense ratio, which is higher than EDIV's 0.49% expense ratio.
Return for Risk
THQ vs. EDIV — Risk / Return Rank
THQ
EDIV
THQ vs. EDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Healthcare Opportunities Fund (THQ) and SPDR S&P Emerging Markets Dividend ETF (EDIV). 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.
| THQ | EDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 1.17 | -1.56 |
Sortino ratioReturn per unit of downside risk | -0.40 | 1.65 | -2.05 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.24 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.50 | -1.83 |
Martin ratioReturn relative to average drawdown | -0.78 | 5.52 | -6.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| THQ | EDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 1.17 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.77 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.48 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.15 | +0.18 |
Correlation
The correlation between THQ and EDIV is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
THQ vs. EDIV - Dividend Comparison
THQ's dividend yield for the trailing twelve months is around 12.86%, more than EDIV's 4.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | 12.86% | 11.29% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% |
EDIV SPDR S&P Emerging Markets Dividend ETF | 4.71% | 4.69% | 3.94% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.94% | 5.33% |
Drawdowns
THQ vs. EDIV - Drawdown Comparison
The maximum THQ drawdown since its inception was -39.35%, smaller than the maximum EDIV drawdown of -53.36%. Use the drawdown chart below to compare losses from any high point for THQ and EDIV.
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Drawdown Indicators
| THQ | EDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.35% | -53.36% | +14.01% |
Max Drawdown (1Y)Largest decline over 1 year | -22.11% | -10.36% | -11.75% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -28.32% | -3.88% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -40.76% | +1.41% |
Current DrawdownCurrent decline from peak | -14.45% | -8.36% | -6.09% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -19.53% | +10.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.61% | 2.82% | +6.79% |
Volatility
THQ vs. EDIV - Volatility Comparison
The current volatility for Abrdn Healthcare Opportunities Fund (THQ) is 5.90%, while SPDR S&P Emerging Markets Dividend ETF (EDIV) has a volatility of 6.31%. This indicates that THQ experiences smaller price fluctuations and is considered to be less risky than EDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| THQ | EDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 6.31% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.38% | 9.12% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 13.77% | +7.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 13.81% | +4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.46% | 17.58% | +2.88% |