ARDGX vs. DGRO
Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and iShares Core Dividend Growth ETF (DGRO).
ARDGX is managed by Archer. It was launched on Sep 1, 2016. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARDGX or DGRO.
Key characteristics
| ARDGX | DGRO | |
|---|---|---|
| YTD Return | 3.32% | 4.20% |
| 1Y Return | 7.84% | 13.74% |
| 3Y Return (Ann) | 5.06% | 6.24% |
| 5Y Return (Ann) | 5.13% | 10.59% |
| Sharpe Ratio | 0.54 | 1.22 |
| Daily Std Dev | 11.10% | 10.10% |
| Max Drawdown | -38.17% | -35.10% |
| Current Drawdown | -3.74% | -3.93% |
Correlation
The correlation between ARDGX and DGRO is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ARDGX vs. DGRO - Performance Comparison
In the year-to-date period, ARDGX achieves a 3.32% return, which is significantly lower than DGRO's 4.20% 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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ARDGX vs. DGRO - Expense Ratio Comparison
ARDGX has a 1.22% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
ARDGX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and iShares Core Dividend Growth ETF (DGRO). 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
ARDGX vs. DGRO - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 3.05%, more than DGRO's 2.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 3.05% | 3.18% | 2.38% | 1.93% | 3.04% | 2.85% | 3.07% | 2.66% | 0.85% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.38% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
ARDGX vs. DGRO - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -38.17%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ARDGX and DGRO. For additional features, visit the drawdowns tool.
Volatility
ARDGX vs. DGRO - Volatility Comparison
Archer Dividend Growth Fund (ARDGX) has a higher volatility of 3.27% compared to iShares Core Dividend Growth ETF (DGRO) at 2.97%. This indicates that ARDGX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.