Correlation
The correlation between ATFV and VGT is 0.84, 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.
ATFV vs. VGT
Compare and contrast key facts about Alger 35 ETF (ATFV) and Vanguard Information Technology ETF (VGT).
ATFV and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ATFV is a passively managed fund by Alger Group Holdings LLC that tracks the performance of the S&P 500. It was launched on May 4, 2021. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both ATFV and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATFV or VGT.
Performance
ATFV vs. VGT - Performance Comparison
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Key characteristics
ATFV:
0.85
VGT:
0.36
ATFV:
1.24
VGT:
0.70
ATFV:
1.17
VGT:
1.10
ATFV:
0.89
VGT:
0.40
ATFV:
2.66
VGT:
1.29
ATFV:
9.67%
VGT:
8.42%
ATFV:
31.37%
VGT:
30.17%
ATFV:
-45.34%
VGT:
-54.63%
ATFV:
-6.43%
VGT:
-7.93%
Returns By Period
In the year-to-date period, ATFV achieves a 3.50% return, which is significantly higher than VGT's -4.17% return.
ATFV
3.50%
16.06%
4.01%
22.94%
23.14%
N/A
N/A
VGT
-4.17%
10.53%
-4.02%
9.73%
21.61%
19.21%
19.68%
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ATFV vs. VGT - Expense Ratio Comparison
ATFV has a 0.55% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
ATFV vs. VGT — Risk-Adjusted Performance Rank
ATFV
VGT
ATFV vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger 35 ETF (ATFV) and Vanguard Information Technology ETF (VGT). 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.
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Dividends
ATFV vs. VGT - Dividend Comparison
ATFV's dividend yield for the trailing twelve months is around 0.16%, less than VGT's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATFV Alger 35 ETF | 0.16% | 0.16% | 0.01% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.54% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
ATFV vs. VGT - Drawdown Comparison
The maximum ATFV drawdown since its inception was -45.34%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for ATFV and VGT.
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Volatility
ATFV vs. VGT - Volatility Comparison
Alger 35 ETF (ATFV) and Vanguard Information Technology ETF (VGT) have volatilities of 6.27% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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