BCGDX vs. KNG
Compare and contrast key facts about Blue Current Global Dividend Fund (BCGDX) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG).
BCGDX is managed by Blue Current Funds. It was launched on Sep 17, 2014. KNG is a passively managed fund by First Trust that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Mar 26, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCGDX or KNG.
Correlation
The correlation between BCGDX and KNG is 0.80, 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
BCGDX vs. KNG - Performance Comparison
Key characteristics
BCGDX:
1.82
KNG:
0.93
BCGDX:
2.45
KNG:
1.36
BCGDX:
1.33
KNG:
1.16
BCGDX:
3.15
KNG:
0.99
BCGDX:
9.46
KNG:
2.77
BCGDX:
2.07%
KNG:
3.15%
BCGDX:
10.75%
KNG:
9.36%
BCGDX:
-35.93%
KNG:
-35.12%
BCGDX:
-0.83%
KNG:
-4.40%
Returns By Period
In the year-to-date period, BCGDX achieves a 7.52% return, which is significantly higher than KNG's 2.74% return.
BCGDX
7.52%
2.32%
5.14%
19.07%
8.68%
7.21%
KNG
2.74%
0.32%
0.62%
8.23%
7.82%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCGDX vs. KNG - Expense Ratio Comparison
BCGDX has a 0.99% expense ratio, which is higher than KNG's 0.75% expense ratio.
Risk-Adjusted Performance
BCGDX vs. KNG — Risk-Adjusted Performance Rank
BCGDX
KNG
BCGDX vs. KNG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Current Global Dividend Fund (BCGDX) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). 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
BCGDX vs. KNG - Dividend Comparison
BCGDX's dividend yield for the trailing twelve months is around 1.84%, less than KNG's 8.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 1.84% | 1.98% | 1.84% | 2.00% | 3.06% | 1.46% | 1.61% | 1.53% | 1.62% | 1.99% | 1.67% | 0.28% |
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 8.15% | 9.08% | 5.91% | 4.01% | 3.45% | 3.62% | 4.09% | 3.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BCGDX vs. KNG - Drawdown Comparison
The maximum BCGDX drawdown since its inception was -35.93%, roughly equal to the maximum KNG drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for BCGDX and KNG. For additional features, visit the drawdowns tool.
Volatility
BCGDX vs. KNG - Volatility Comparison
Blue Current Global Dividend Fund (BCGDX) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) have volatilities of 2.80% and 2.91%, 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.