WTM vs. DVYA
Compare and contrast key facts about White Mountains Insurance Group, Ltd. (WTM) and iShares Asia/Pacific Dividend ETF (DVYA).
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: WTM or DVYA.
Correlation
The correlation between WTM and DVYA is 0.31, 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.
Performance
WTM vs. DVYA - Performance Comparison
Loading data...
Key characteristics
WTM:
-0.05
DVYA:
0.33
WTM:
0.01
DVYA:
0.69
WTM:
1.00
DVYA:
1.09
WTM:
-0.16
DVYA:
0.37
WTM:
-0.37
DVYA:
1.17
WTM:
6.87%
DVYA:
6.08%
WTM:
23.34%
DVYA:
17.00%
WTM:
-77.67%
DVYA:
-45.62%
WTM:
-9.48%
DVYA:
-2.95%
Returns By Period
In the year-to-date period, WTM achieves a -6.23% return, which is significantly lower than DVYA's 5.33% return. Over the past 10 years, WTM has outperformed DVYA with an annualized return of 10.84%, while DVYA has yielded a comparatively lower 2.41% annualized return.
WTM
-6.23%
5.00%
-4.51%
-1.19%
15.77%
10.84%
DVYA
5.33%
11.33%
1.84%
5.63%
10.28%
2.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
WTM vs. DVYA — Risk-Adjusted Performance Rank
WTM
DVYA
WTM vs. DVYA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for White Mountains Insurance Group, Ltd. (WTM) 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.
Loading data...
Dividends
WTM vs. DVYA - Dividend Comparison
WTM's dividend yield for the trailing twelve months is around 0.05%, less than DVYA's 5.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTM White Mountains Insurance Group, Ltd. | 0.05% | 0.05% | 0.07% | 0.07% | 0.10% | 0.10% | 0.09% | 0.12% | 0.12% | 0.12% | 0.14% | 0.16% |
DVYA iShares Asia/Pacific Dividend ETF | 5.69% | 5.97% | 6.48% | 7.30% | 5.81% | 3.66% | 5.52% | 6.24% | 4.74% | 4.80% | 5.33% | 5.28% |
Drawdowns
WTM vs. DVYA - Drawdown Comparison
The maximum WTM drawdown since its inception was -77.67%, which is greater than DVYA's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for WTM and DVYA. For additional features, visit the drawdowns tool.
Loading data...
Volatility
WTM vs. DVYA - Volatility Comparison
White Mountains Insurance Group, Ltd. (WTM) has a higher volatility of 6.11% compared to iShares Asia/Pacific Dividend ETF (DVYA) at 3.04%. This indicates that WTM's price experiences larger fluctuations and is considered to be riskier than DVYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...