ARDGX vs. VUSA.L
Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and Vanguard S&P 500 UCITS ETF (VUSA.L).
ARDGX is managed by Archer. It was launched on Sep 1, 2016. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARDGX or VUSA.L.
Performance
ARDGX vs. VUSA.L - Performance Comparison
Returns By Period
In the year-to-date period, ARDGX achieves a 18.53% return, which is significantly lower than VUSA.L's 27.81% return.
ARDGX
18.53%
0.58%
13.11%
27.11%
7.40%
N/A
VUSA.L
27.81%
6.18%
14.71%
32.18%
16.32%
15.93%
Key characteristics
| ARDGX | VUSA.L | |
|---|---|---|
| Sharpe Ratio | 2.77 | 2.95 |
| Sortino Ratio | 3.87 | 4.15 |
| Omega Ratio | 1.51 | 1.57 |
| Calmar Ratio | 2.47 | 5.27 |
| Martin Ratio | 15.78 | 20.90 |
| Ulcer Index | 1.72% | 1.58% |
| Daily Std Dev | 9.78% | 11.22% |
| Max Drawdown | -38.17% | -25.47% |
| Current Drawdown | -0.60% | 0.00% |
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ARDGX vs. VUSA.L - Expense Ratio Comparison
ARDGX has a 1.22% expense ratio, which is higher than VUSA.L's 0.07% expense ratio.
Correlation
The correlation between ARDGX and VUSA.L is 0.50, 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.
Risk-Adjusted Performance
ARDGX vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) and Vanguard S&P 500 UCITS ETF (VUSA.L). 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. VUSA.L - Dividend Comparison
ARDGX's dividend yield for the trailing twelve months is around 2.66%, more than VUSA.L's 0.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDGX Archer Dividend Growth Fund | 2.66% | 3.18% | 2.38% | 1.93% | 3.04% | 2.86% | 3.07% | 2.69% | 0.85% | 0.00% | 0.00% | 0.00% |
VUSA.L Vanguard S&P 500 UCITS ETF | 0.73% | 1.25% | 1.41% | 1.05% | 1.46% | 1.48% | 1.70% | 1.60% | 1.55% | 1.73% | 1.50% | 1.62% |
Drawdowns
ARDGX vs. VUSA.L - Drawdown Comparison
The maximum ARDGX drawdown since its inception was -38.17%, which is greater than VUSA.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for ARDGX and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
ARDGX vs. VUSA.L - Volatility Comparison
The current volatility for Archer Dividend Growth Fund (ARDGX) is 2.99%, while Vanguard S&P 500 UCITS ETF (VUSA.L) has a volatility of 3.71%. This indicates that ARDGX experiences smaller price fluctuations and is considered to be less risky than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.