ZVNBX vs. PAVE
Compare and contrast key facts about Zevenbergen Growth Fund (ZVNBX) and Global X US Infrastructure Development ETF (PAVE).
ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. PAVE is a passively managed fund by Global X that tracks the performance of the INDXX U.S. Infrastructure Development Index. It was launched on Mar 6, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZVNBX or PAVE.
Correlation
The correlation between ZVNBX and PAVE is 0.51, 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
ZVNBX vs. PAVE - Performance Comparison
Key characteristics
ZVNBX:
1.37
PAVE:
0.98
ZVNBX:
1.88
PAVE:
1.49
ZVNBX:
1.24
PAVE:
1.18
ZVNBX:
0.74
PAVE:
1.50
ZVNBX:
7.54
PAVE:
3.72
ZVNBX:
4.29%
PAVE:
5.04%
ZVNBX:
23.48%
PAVE:
19.12%
ZVNBX:
-66.93%
PAVE:
-44.08%
ZVNBX:
-20.41%
PAVE:
-8.46%
Returns By Period
In the year-to-date period, ZVNBX achieves a 5.66% return, which is significantly higher than PAVE's 3.74% return.
ZVNBX
5.66%
2.49%
19.74%
26.93%
10.64%
N/A
PAVE
3.74%
-2.26%
9.80%
15.81%
19.50%
N/A
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ZVNBX vs. PAVE - Expense Ratio Comparison
ZVNBX has a 1.30% expense ratio, which is higher than PAVE's 0.47% expense ratio.
Risk-Adjusted Performance
ZVNBX vs. PAVE — Risk-Adjusted Performance Rank
ZVNBX
PAVE
ZVNBX vs. PAVE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and Global X US Infrastructure Development ETF (PAVE). 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
ZVNBX vs. PAVE - Dividend Comparison
ZVNBX has not paid dividends to shareholders, while PAVE's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
ZVNBX Zevenbergen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PAVE Global X US Infrastructure Development ETF | 0.52% | 0.54% | 0.68% | 0.84% | 0.48% | 0.44% | 0.67% | 0.78% | 0.30% |
Drawdowns
ZVNBX vs. PAVE - Drawdown Comparison
The maximum ZVNBX drawdown since its inception was -66.93%, which is greater than PAVE's maximum drawdown of -44.08%. Use the drawdown chart below to compare losses from any high point for ZVNBX and PAVE. For additional features, visit the drawdowns tool.
Volatility
ZVNBX vs. PAVE - Volatility Comparison
Zevenbergen Growth Fund (ZVNBX) and Global X US Infrastructure Development ETF (PAVE) have volatilities of 5.51% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.