CDGIX vs. KNG
CDGIX (Crawford Large Cap Dividend Fund) and KNG (FT Vest S&P 500 Dividend Aristocrats Target Income ETF) are both funds - CDGIX is a Large Cap Blend Equities fund managed by Crawford, while KNG is a Dividend fund tracking the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. Over the past 5 years, CDGIX returned 5.52%/yr vs 5.39%/yr for KNG. Their correlation of 0.89 suggests significant overlap in exposure. CDGIX charges 0.89%/yr vs 0.75%/yr for KNG.
Performance
CDGIX vs. KNG - Performance Comparison
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Returns By Period
In the year-to-date period, CDGIX achieves a -2.13% return, which is significantly lower than KNG's 4.84% return.
CDGIX
- 1D
- 0.00%
- 1M
- -0.96%
- YTD
- -2.13%
- 6M
- -2.81%
- 1Y
- 2.93%
- 3Y*
- 8.95%
- 5Y*
- 5.52%
- 10Y*
- 9.40%
KNG
- 1D
- 0.65%
- 1M
- 2.07%
- YTD
- 4.84%
- 6M
- 4.41%
- 1Y
- 10.46%
- 3Y*
- 7.42%
- 5Y*
- 5.39%
- 10Y*
- —
CDGIX vs. KNG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | -2.13% | 12.21% | 11.31% | 7.23% | -7.42% | 21.90% | 7.33% | 28.61% | -1.75% |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | 4.84% | 6.63% | 5.99% | 7.48% | -7.03% | 24.78% | 7.21% | 26.64% | -1.56% |
Correlation
The correlation between CDGIX and KNG is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.89 |
The correlation between CDGIX and KNG has been stable across timeframes, ranging from 0.81 to 0.90 - a consistent structural relationship.
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Return for Risk
CDGIX vs. KNG — Risk / Return Rank
CDGIX
KNG
CDGIX vs. KNG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crawford Large Cap Dividend Fund (CDGIX) and FT 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CDGIX | KNG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.22 | -0.77 |
| Martin ratioReturn relative to average drawdown | 1.28 | 3.07 | -1.78 |
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Drawdowns
CDGIX vs. KNG - Drawdown Comparison
The maximum CDGIX drawdown since its inception was -48.46%, which is greater than KNG's maximum drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for CDGIX and KNG.
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Drawdown Indicators
| CDGIX | KNG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -35.12% | -13.34% |
Max Drawdown (1Y)Largest decline over 1 year | -8.70% | -8.61% | -0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -13.12% | -14.24% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -19.11% | -18.20% | -0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.30% | — | — |
Current DrawdownCurrent decline from peak | -5.07% | -3.46% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -4.13% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.42% | -0.37% |
Volatility
CDGIX vs. KNG - Volatility Comparison
Crawford Large Cap Dividend Fund (CDGIX) has a higher volatility of 3.41% compared to FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) at 3.00%. This indicates that CDGIX's price experiences larger fluctuations and is considered to be riskier than KNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDGIX | KNG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.00% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 7.59% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.02% | 10.41% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.73% | 13.58% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 17.15% | -0.74% |
CDGIX vs. KNG - Expense Ratio Comparison
CDGIX has a 0.89% expense ratio, which is higher than KNG's 0.75% expense ratio.
Dividends
CDGIX vs. KNG - Dividend Comparison
CDGIX's dividend yield for the trailing twelve months is around 6.06%, less than KNG's 8.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | 6.06% | 5.93% | 6.81% | 4.50% | 3.25% | 3.65% | 6.97% | 1.51% | 3.89% | 7.15% | 13.62% | 20.00% |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | 8.45% | 8.61% | 9.08% | 5.91% | 4.00% | 3.45% | 3.62% | 4.09% | 3.46% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CDGIX and KNG have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CDGIX has higher volatility (3.41%) compared to KNG (3.00%). In terms of maximum drawdown, CDGIX dropped -48.46% vs KNG's -35.12%.
KNG currently has the higher Sharpe Ratio (1.01 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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