Caldwell Dividend Competition
| UDA Etf | 16.22 -0.04 -0.25% |
Caldwell Dividend vs Accelerate Absolute Correlation Overview
Very weak diversification
The correlation between UDA and HDGE is 0.56, which Macroaxis classifies as Very weak diversification for the selected horizon. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving against Caldwell Etf
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Caldwell Dividend's price to converge to an average value over time is called mean reversion.
Caldwell Dividend Competition Correlation Matrix
Correlation analysis between Caldwell Dividend Advantage and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
High positive correlations
| High negative correlations
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Caldwell Dividend Constituents Risk-Adjusted Indicators
There is a big difference between Caldwell Etf performing well and Caldwell Dividend ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Caldwell Dividend's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| EQCL | 0.54 | 0.01 | 0.02 | -0.01 | 0.76 | 1.06 | 4.30 | |||
| ZXM | 0.68 | 0.13 | 0.14 | 0.22 | 0.78 | 1.53 | 5.15 | |||
| PMM | 0.50 | -0.02 | 0.00 | -0.09 | 0.00 | 0.93 | 2.99 | |||
| TGGR | 0.70 | -0.04 | 0.00 | -0.06 | 0.00 | 1.47 | 3.90 | |||
| HIG | 0.65 | 0.01 | 0.02 | -0.01 | 0.86 | 1.25 | 4.92 | |||
| FHQ | 1.04 | -0.08 | 0.00 | -0.09 | 0.00 | 1.93 | 7.39 | |||
| LLHE | 1.84 | 0.02 | 0.01 | 0.00 | 2.27 | 4.06 | 19.04 | |||
| GCNS | 0.35 | -0.03 | 0.00 | -0.18 | 0.00 | 0.69 | 2.08 | |||
| HDGE | 0.62 | -0.01 | 0.00 | -0.32 | 0.00 | 1.54 | 5.45 |
Caldwell Dividend Competitive Analysis
The better you understand Caldwell Dividend competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Caldwell Dividend's competitive analysis can cover a whole range of metrics.| Better Than Average | Worse Than Peers | View Performance Chart |
Caldwell Dividend Peer Performance Charts
How to Analyze Caldwell Dividend Against Peers
Caldwell Dividend's peer analysis compares Caldwell Dividend with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Caldwell Dividend trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Caldwell Dividend leads or lags and what catalysts could close or widen the gap.