CDGIX vs. KNG

Last updated Aug 1, 2026

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 6.27%/yr vs 5.81%/yr for KNG. Their correlation of 0.89 means they have usually moved in the same direction. CDGIX charges 0.89%/yr vs 0.75%/yr for KNG.

Performance

CDGIX vs. KNG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crawford Large Cap Dividend Fund (CDGIX) and FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CDGIX achieves a 4.55% return, which is significantly lower than KNG's 9.32% return.

CDGIX

• 1D: 0.39%
• 1M: 2.19%
• 6M: 2.27%
• YTD: 4.55%
• 1Y: 8.83%
• 3Y*: 10.05%
• 5Y*: 6.27%
• 10Y*: 9.54%
• ALL TIME*: 7.08%

KNG

• 1D: 0.57%
• 1M: -0.24%
• 6M: 3.81%
• YTD: 9.32%
• 1Y: 13.86%
• 3Y*: 7.54%
• 5Y*: 5.81%
• 10Y*: —
• ALL TIME*: 9.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CDGIX Crawford Large Cap Dividend Fund	$0.00	$0.00	$0.00
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$18.79M	$15.77M	$14.65M

CDGIX vs. KNG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
CDGIX Crawford Large Cap Dividend Fund	4.55%	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	9.32%	6.63%	5.99%	7.48%	-7.03%	24.78%	7.21%	26.64%	-1.56%

Correlation

The correlation between CDGIX and KNG is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.80
Correlation (3Y) Balances recent behavior with more history.	0.87
Correlation (5Y) Shows whether the relationship held over a longer 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 shifts across timeframes, from 0.80 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

CDGIX vs. KNG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CDGIX

CDGIX Risk / Return Rank: 19
CDGIX Sharpe Ratio Rank: 20
CDGIX Sortino Ratio Rank: 21
CDGIX Omega Ratio Rank: 19
CDGIX Calmar Ratio Rank: 18
CDGIX Martin Ratio Rank: 18

KNG

KNG Risk / Return Rank: 47
KNG Sharpe Ratio Rank: 51
KNG Sortino Ratio Rank: 55
KNG Omega Ratio Rank: 47
KNG Calmar Ratio Rank: 44
KNG Martin Ratio Rank: 38

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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 ratio: Return per unit of total volatility	0.75	1.28	-0.54
Sortino ratio: Return per unit of downside risk	1.16	1.96	-0.80
Omega ratio: Gain probability vs. loss probability	1.13	1.22	-0.09
Calmar ratio: Return relative to maximum drawdown	0.89	1.62	-0.72
Martin ratio: Return relative to average drawdown	2.49	4.05	-1.57

CDGIX vs. KNG - Sharpe Ratio Comparison

The current CDGIX Sharpe Ratio is 0.75, which is lower than the KNG Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of CDGIX and KNG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	CDGIX	KNG	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-0.32%	-1.56%	+1.24%
Average Drawdown Average peak-to-trough decline	-6.68%	-4.09%	-2.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.12%	3.43%	-0.31%

Volatility

CDGIX vs. KNG - Volatility Comparison

The current volatility for Crawford Large Cap Dividend Fund (CDGIX) is 3.99%, while FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) has a volatility of 4.32%. 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.

Volatility by Period

	CDGIX	KNG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.99%	4.32%	-0.33%
Volatility (6M) Calculated over the trailing 6-month period	8.28%	8.36%	-0.08%
Volatility (1Y) Calculated over the trailing 1-year period	10.44%	10.88%	-0.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.75%	13.65%	+0.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.35%	17.12%	-0.77%

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 5.70%, less than KNG's 8.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CDGIX Crawford Large Cap Dividend Fund	5.70%	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	8.22%	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

Can I hold both CDGIX and KNG in my portfolio?

CDGIX and KNG have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CDGIX or KNG?

KNG has higher volatility (4.32%) compared to CDGIX (3.99%). In terms of maximum drawdown, CDGIX dropped -48.46% vs KNG's -35.12%.

Which has better risk-adjusted returns?

KNG currently has the higher Sharpe Ratio (1.28 vs 0.75), 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.