^DVG vs. ZBH
Compare and contrast key facts about NASDAQ US Dividend Achievers Select Index (^DVG) and Zimmer Biomet Holdings, Inc. (ZBH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DVG or ZBH.
Key characteristics
| ^DVG | ZBH | |
|---|---|---|
| YTD Return | 16.49% | -12.20% |
| 1Y Return | 26.13% | -8.91% |
| 3Y Return (Ann) | 8.39% | -7.70% |
| 5Y Return (Ann) | 10.71% | -4.32% |
| 10Y Return (Ann) | 9.90% | 1.49% |
| Sharpe Ratio | 2.80 | -0.49 |
| Daily Std Dev | 10.10% | 22.12% |
| Max Drawdown | -48.54% | -65.03% |
| Current Drawdown | -0.08% | -37.02% |
Correlation
The correlation between ^DVG and ZBH is 0.54, 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
^DVG vs. ZBH - Performance Comparison
In the year-to-date period, ^DVG achieves a 16.49% return, which is significantly higher than ZBH's -12.20% return. Over the past 10 years, ^DVG has outperformed ZBH with an annualized return of 9.90%, while ZBH has yielded a comparatively lower 1.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
^DVG vs. ZBH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NASDAQ US Dividend Achievers Select Index (^DVG) and Zimmer Biomet Holdings, Inc. (ZBH). 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
^DVG vs. ZBH - Drawdown Comparison
The maximum ^DVG drawdown since its inception was -48.54%, smaller than the maximum ZBH drawdown of -65.03%. Use the drawdown chart below to compare losses from any high point for ^DVG and ZBH. For additional features, visit the drawdowns tool.
Volatility
^DVG vs. ZBH - Volatility Comparison
The current volatility for NASDAQ US Dividend Achievers Select Index (^DVG) is 3.10%, while Zimmer Biomet Holdings, Inc. (ZBH) has a volatility of 9.88%. This indicates that ^DVG experiences smaller price fluctuations and is considered to be less risky than ZBH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.