^DJUS vs. WPC
Compare and contrast key facts about Dow Jones U.S. Index (^DJUS) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DJUS or WPC.
Correlation
The correlation between ^DJUS and WPC is 0.37, 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
^DJUS vs. WPC - Performance Comparison
Key characteristics
^DJUS:
0.46
WPC:
0.65
^DJUS:
0.77
WPC:
0.94
^DJUS:
1.11
WPC:
1.11
^DJUS:
0.46
WPC:
0.40
^DJUS:
1.77
WPC:
1.64
^DJUS:
5.07%
WPC:
7.34%
^DJUS:
19.61%
WPC:
21.24%
^DJUS:
-56.62%
WPC:
-52.45%
^DJUS:
-8.04%
WPC:
-17.85%
Returns By Period
In the year-to-date period, ^DJUS achieves a -3.78% return, which is significantly lower than WPC's 13.17% return. Over the past 10 years, ^DJUS has outperformed WPC with an annualized return of 10.06%, while WPC has yielded a comparatively lower 5.93% annualized return.
^DJUS
-3.78%
14.09%
-5.32%
9.01%
13.84%
10.06%
WPC
13.17%
8.30%
12.50%
13.68%
5.91%
5.93%
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
^DJUS vs. WPC — Risk-Adjusted Performance Rank
^DJUS
WPC
^DJUS vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Index (^DJUS) and W. P. Carey Inc. (WPC). 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.
Drawdowns
^DJUS vs. WPC - Drawdown Comparison
The maximum ^DJUS drawdown since its inception was -56.62%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for ^DJUS and WPC. For additional features, visit the drawdowns tool.
Volatility
^DJUS vs. WPC - Volatility Comparison
Dow Jones U.S. Index (^DJUS) has a higher volatility of 11.31% compared to W. P. Carey Inc. (WPC) at 7.77%. This indicates that ^DJUS's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.