ARDGX vs. SPY
Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and SPDR S&P 500 ETF (SPY).
ARDGX is managed by Archer. It was launched on Sep 1, 2016. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARDGX or SPY.
Performance
ARDGX vs. SPY - Performance Comparison
Returns By Period
In the year-to-date period, ARDGX achieves a 16.27% return, which is significantly lower than SPY's 24.91% return.
ARDGX
16.27%
-2.39%
8.60%
24.96%
6.99%
N/A
SPY
24.91%
0.61%
11.66%
32.24%
15.43%
13.04%
Key characteristics
| ARDGX | SPY | |
|---|---|---|
| Sharpe Ratio | 2.63 | 2.67 |
| Sortino Ratio | 3.68 | 3.56 |
| Omega Ratio | 1.48 | 1.50 |
| Calmar Ratio | 2.28 | 3.85 |
| Martin Ratio | 15.03 | 17.38 |
| Ulcer Index | 1.70% | 1.86% |
| Daily Std Dev | 9.73% | 12.17% |
| Max Drawdown | -38.17% | -55.19% |
| Current Drawdown | -2.50% | -1.77% |
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ARDGX vs. SPY - Expense Ratio Comparison
ARDGX has a 1.22% expense ratio, which is higher than SPY's 0.09% expense ratio.
Correlation
The correlation between ARDGX and SPY is 0.79, 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.
Risk-Adjusted Performance
ARDGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 2.71%, more than SPY's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 2.71% | 3.18% | 2.38% | 1.93% | 3.04% | 2.86% | 3.07% | 2.69% | 0.85% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
ARDGX vs. SPY - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -38.17%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ARDGX and SPY. For additional features, visit the drawdowns tool.
Volatility
ARDGX vs. SPY - Volatility Comparison
The current volatility for Archer Dividend Growth Fund (ARDGX) is 2.83%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.08%. This indicates that ARDGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.