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.
Correlation
The correlation between ARDGX and SPY is 0.78, 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. SPY - Performance Comparison
Key characteristics
ARDGX:
1.41
SPY:
1.01
ARDGX:
1.95
SPY:
1.40
ARDGX:
1.25
SPY:
1.19
ARDGX:
2.21
SPY:
1.57
ARDGX:
6.02
SPY:
6.03
ARDGX:
2.31%
SPY:
2.19%
ARDGX:
9.91%
SPY:
13.11%
ARDGX:
-38.17%
SPY:
-55.19%
ARDGX:
-2.40%
SPY:
-6.56%
Returns By Period
In the year-to-date period, ARDGX achieves a 3.39% return, which is significantly higher than SPY's -2.28% return.
ARDGX
3.39%
1.13%
3.32%
13.14%
8.93%
N/A
SPY
-2.28%
-4.83%
4.87%
13.79%
15.79%
12.62%
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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.
Risk-Adjusted Performance
ARDGX vs. SPY — Risk-Adjusted Performance Rank
ARDGX
SPY
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 2.77%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 2.77% | 2.74% | 3.18% | 2.38% | 1.93% | 3.04% | 2.86% | 3.07% | 2.69% | 0.85% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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 3.39%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. 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.