ZDIVX vs. XEF.TO
Compare and contrast key facts about Zacks Dividend Fund (ZDIVX) and iShares Core MSCI EAFE IMI Index ETF (XEF.TO).
ZDIVX is managed by Zacks. It was launched on Jan 31, 2014. XEF.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM xNA GR CAD. It was launched on Apr 10, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZDIVX or XEF.TO.
Correlation
The correlation between ZDIVX and XEF.TO is 0.71, 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
ZDIVX vs. XEF.TO - Performance Comparison
Key characteristics
ZDIVX:
0.28
XEF.TO:
0.83
ZDIVX:
0.48
XEF.TO:
1.22
ZDIVX:
1.07
XEF.TO:
1.17
ZDIVX:
0.26
XEF.TO:
0.90
ZDIVX:
0.89
XEF.TO:
4.20
ZDIVX:
4.88%
XEF.TO:
3.06%
ZDIVX:
15.64%
XEF.TO:
15.45%
ZDIVX:
-35.26%
XEF.TO:
-28.51%
ZDIVX:
-10.45%
XEF.TO:
-4.06%
Returns By Period
In the year-to-date period, ZDIVX achieves a -1.81% return, which is significantly lower than XEF.TO's 6.74% return. Over the past 10 years, ZDIVX has underperformed XEF.TO with an annualized return of 5.83%, while XEF.TO has yielded a comparatively higher 6.66% annualized return.
ZDIVX
-1.81%
-3.15%
-6.71%
4.86%
8.14%
5.83%
XEF.TO
6.74%
-1.22%
6.15%
12.87%
10.99%
6.66%
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ZDIVX vs. XEF.TO - Expense Ratio Comparison
ZDIVX has a 1.30% expense ratio, which is higher than XEF.TO's 0.22% expense ratio.
Risk-Adjusted Performance
ZDIVX vs. XEF.TO — Risk-Adjusted Performance Rank
ZDIVX
XEF.TO
ZDIVX vs. XEF.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Dividend Fund (ZDIVX) and iShares Core MSCI EAFE IMI Index ETF (XEF.TO). 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
ZDIVX vs. XEF.TO - Dividend Comparison
ZDIVX's dividend yield for the trailing twelve months is around 5.79%, more than XEF.TO's 2.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZDIVX Zacks Dividend Fund | 5.79% | 5.88% | 2.08% | 1.70% | 1.21% | 2.19% | 1.65% | 1.86% | 1.31% | 1.60% | 1.84% | 0.91% |
XEF.TO iShares Core MSCI EAFE IMI Index ETF | 2.58% | 2.76% | 2.75% | 2.93% | 2.42% | 1.93% | 2.72% | 2.76% | 2.10% | 2.42% | 2.42% | 5.21% |
Drawdowns
ZDIVX vs. XEF.TO - Drawdown Comparison
The maximum ZDIVX drawdown since its inception was -35.26%, which is greater than XEF.TO's maximum drawdown of -28.51%. Use the drawdown chart below to compare losses from any high point for ZDIVX and XEF.TO. For additional features, visit the drawdowns tool.
Volatility
ZDIVX vs. XEF.TO - Volatility Comparison
The current volatility for Zacks Dividend Fund (ZDIVX) is 11.19%, while iShares Core MSCI EAFE IMI Index ETF (XEF.TO) has a volatility of 12.14%. This indicates that ZDIVX experiences smaller price fluctuations and is considered to be less risky than XEF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.