VWID vs. DVYA
Compare and contrast key facts about Virtus WMC International Dividend ETF (VWID) and iShares Asia/Pacific Dividend ETF (DVYA).
VWID and DVYA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VWID is an actively managed fund by Virtus Investment Partners. It was launched on Oct 10, 2017. DVYA is a passively managed fund by iShares that tracks the performance of the Dow Jones Asia/Pacific Select Dividend 30 Index. It was launched on Feb 23, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWID or DVYA.
Key characteristics
| VWID | DVYA | |
|---|---|---|
| YTD Return | 4.09% | 8.29% |
| 1Y Return | 12.52% | 23.62% |
| 3Y Return (Ann) | 5.25% | 5.93% |
| 5Y Return (Ann) | 6.73% | 2.40% |
| Sharpe Ratio | 1.16 | 1.73 |
| Sortino Ratio | 1.64 | 2.45 |
| Omega Ratio | 1.20 | 1.29 |
| Calmar Ratio | 1.83 | 1.82 |
| Martin Ratio | 6.09 | 7.32 |
| Ulcer Index | 2.16% | 3.30% |
| Daily Std Dev | 11.33% | 14.00% |
| Max Drawdown | -34.64% | -45.62% |
| Current Drawdown | -7.19% | -5.90% |
Correlation
The correlation between VWID and DVYA is 0.73, 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
VWID vs. DVYA - Performance Comparison
In the year-to-date period, VWID achieves a 4.09% return, which is significantly lower than DVYA's 8.29% 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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VWID vs. DVYA - Expense Ratio Comparison
Both VWID and DVYA have an expense ratio of 0.49%.
Risk-Adjusted Performance
VWID vs. DVYA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus WMC International Dividend ETF (VWID) and iShares Asia/Pacific Dividend ETF (DVYA). 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
VWID vs. DVYA - Dividend Comparison
VWID's dividend yield for the trailing twelve months is around 4.75%, less than DVYA's 6.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWID Virtus WMC International Dividend ETF | 4.75% | 4.98% | 5.73% | 10.70% | 4.71% | 1.99% | 3.49% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
DVYA iShares Asia/Pacific Dividend ETF | 6.28% | 6.48% | 7.30% | 5.81% | 3.66% | 5.52% | 6.24% | 4.74% | 4.80% | 5.33% | 5.28% | 5.63% |
Drawdowns
VWID vs. DVYA - Drawdown Comparison
The maximum VWID drawdown since its inception was -34.64%, smaller than the maximum DVYA drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for VWID and DVYA. For additional features, visit the drawdowns tool.
Volatility
VWID vs. DVYA - Volatility Comparison
The current volatility for Virtus WMC International Dividend ETF (VWID) is 3.85%, while iShares Asia/Pacific Dividend ETF (DVYA) has a volatility of 4.43%. This indicates that VWID experiences smaller price fluctuations and is considered to be less risky than DVYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.