CDGIX vs. FDVV
Compare and contrast key facts about Crawford Large Cap Dividend Fund (CDGIX) and Fidelity High Dividend ETF (FDVV).
CDGIX is managed by Crawford. It was launched on Jan 5, 2004. FDVV is a passively managed fund by Fidelity that tracks the performance of the Fidelity Core Dividend Index. It was launched on Sep 12, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDGIX or FDVV.
Correlation
The correlation between CDGIX and FDVV is 0.87, 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
CDGIX vs. FDVV - Performance Comparison
Key characteristics
CDGIX:
0.76
FDVV:
2.32
CDGIX:
1.01
FDVV:
3.15
CDGIX:
1.16
FDVV:
1.42
CDGIX:
0.79
FDVV:
4.32
CDGIX:
2.62
FDVV:
13.68
CDGIX:
3.33%
FDVV:
1.78%
CDGIX:
11.46%
FDVV:
10.52%
CDGIX:
-49.23%
FDVV:
-40.25%
CDGIX:
-5.46%
FDVV:
-0.85%
Returns By Period
In the year-to-date period, CDGIX achieves a 4.86% return, which is significantly higher than FDVV's 3.48% return.
CDGIX
4.86%
3.09%
-0.16%
7.03%
4.47%
3.20%
FDVV
3.48%
1.57%
5.94%
22.83%
13.04%
N/A
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CDGIX vs. FDVV - Expense Ratio Comparison
CDGIX has a 0.89% expense ratio, which is higher than FDVV's 0.29% expense ratio.
Risk-Adjusted Performance
CDGIX vs. FDVV — Risk-Adjusted Performance Rank
CDGIX
FDVV
CDGIX vs. FDVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Crawford Large Cap Dividend Fund (CDGIX) and Fidelity High Dividend ETF (FDVV). 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
CDGIX vs. FDVV - Dividend Comparison
CDGIX's dividend yield for the trailing twelve months is around 1.40%, less than FDVV's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | 1.40% | 1.47% | 1.66% | 1.56% | 1.22% | 1.73% | 1.50% | 1.78% | 1.60% | 1.60% | 2.68% | 1.77% |
FDVV Fidelity High Dividend ETF | 2.84% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.63% | 1.04% | 0.00% | 0.00% |
Drawdowns
CDGIX vs. FDVV - Drawdown Comparison
The maximum CDGIX drawdown since its inception was -49.23%, which is greater than FDVV's maximum drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for CDGIX and FDVV. For additional features, visit the drawdowns tool.
Volatility
CDGIX vs. FDVV - Volatility Comparison
Crawford Large Cap Dividend Fund (CDGIX) and Fidelity High Dividend ETF (FDVV) have volatilities of 2.68% and 2.73%, 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.