CDGIX vs. KNG
Compare and contrast key facts about Crawford Large Cap Dividend Fund (CDGIX) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG).
CDGIX is managed by Crawford. It was launched on Jan 5, 2004. 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: CDGIX or KNG.
Correlation
The correlation between CDGIX and KNG is 0.90, 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. KNG - Performance Comparison
Key characteristics
CDGIX:
0.73
KNG:
0.93
CDGIX:
0.97
KNG:
1.36
CDGIX:
1.15
KNG:
1.16
CDGIX:
0.75
KNG:
0.99
CDGIX:
2.51
KNG:
2.79
CDGIX:
3.35%
KNG:
3.13%
CDGIX:
11.45%
KNG:
9.37%
CDGIX:
-49.23%
KNG:
-35.12%
CDGIX:
-5.07%
KNG:
-5.06%
Returns By Period
In the year-to-date period, CDGIX achieves a 5.29% return, which is significantly higher than KNG's 2.03% return.
CDGIX
5.29%
3.51%
0.04%
7.46%
4.62%
3.24%
KNG
2.03%
0.55%
0.60%
7.99%
7.55%
N/A
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CDGIX vs. KNG - Expense Ratio Comparison
CDGIX has a 0.89% expense ratio, which is higher than KNG's 0.75% expense ratio.
Risk-Adjusted Performance
CDGIX vs. KNG — Risk-Adjusted Performance Rank
CDGIX
KNG
CDGIX vs. KNG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Crawford Large Cap Dividend Fund (CDGIX) 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
CDGIX vs. KNG - Dividend Comparison
CDGIX's dividend yield for the trailing twelve months is around 1.40%, less than KNG's 8.94% 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% |
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 8.94% | 9.08% | 5.91% | 4.01% | 3.45% | 3.62% | 4.09% | 3.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CDGIX vs. KNG - Drawdown Comparison
The maximum CDGIX drawdown since its inception was -49.23%, 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. For additional features, visit the drawdowns tool.
Volatility
CDGIX vs. KNG - Volatility Comparison
The current volatility for Crawford Large Cap Dividend Fund (CDGIX) is 2.63%, while FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) has a volatility of 3.02%. This indicates that CDGIX experiences smaller price fluctuations and is considered to be less risky than KNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.