ZEMIX vs. QYLD
Compare and contrast key facts about Ninety One Emerging Markets Equity Fund (ZEMIX) and Global X NASDAQ 100 Covered Call ETF (QYLD).
ZEMIX is managed by Ninety One. It was launched on Nov 27, 2018. QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZEMIX or QYLD.
Correlation
The correlation between ZEMIX and QYLD is 0.53, 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
ZEMIX vs. QYLD - Performance Comparison
Key characteristics
ZEMIX:
1.41
QYLD:
1.81
ZEMIX:
1.91
QYLD:
2.49
ZEMIX:
1.25
QYLD:
1.42
ZEMIX:
0.66
QYLD:
2.51
ZEMIX:
5.71
QYLD:
13.30
ZEMIX:
3.63%
QYLD:
1.46%
ZEMIX:
14.74%
QYLD:
10.75%
ZEMIX:
-43.94%
QYLD:
-24.75%
ZEMIX:
-17.99%
QYLD:
0.00%
Returns By Period
In the year-to-date period, ZEMIX achieves a 5.16% return, which is significantly higher than QYLD's 4.18% return.
ZEMIX
5.16%
6.66%
7.91%
19.72%
1.83%
N/A
QYLD
4.18%
2.55%
12.30%
19.31%
7.59%
8.96%
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ZEMIX vs. QYLD - Expense Ratio Comparison
ZEMIX has a 0.85% expense ratio, which is higher than QYLD's 0.60% expense ratio.
Risk-Adjusted Performance
ZEMIX vs. QYLD — Risk-Adjusted Performance Rank
ZEMIX
QYLD
ZEMIX vs. QYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ninety One Emerging Markets Equity Fund (ZEMIX) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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
ZEMIX vs. QYLD - Dividend Comparison
ZEMIX's dividend yield for the trailing twelve months is around 1.39%, less than QYLD's 12.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZEMIX Ninety One Emerging Markets Equity Fund | 1.39% | 1.46% | 2.28% | 1.22% | 1.66% | 1.08% | 2.74% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
QYLD Global X NASDAQ 100 Covered Call ETF | 12.17% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
ZEMIX vs. QYLD - Drawdown Comparison
The maximum ZEMIX drawdown since its inception was -43.94%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for ZEMIX and QYLD. For additional features, visit the drawdowns tool.
Volatility
ZEMIX vs. QYLD - Volatility Comparison
Ninety One Emerging Markets Equity Fund (ZEMIX) has a higher volatility of 3.96% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 2.32%. This indicates that ZEMIX's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.