CGDG vs. GAIOX
Compare and contrast key facts about Capital Group Dividend Growers ETF (CGDG) and American Funds Growth and Income Portfolio (GAIOX).
CGDG is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. GAIOX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGDG or GAIOX.
Key characteristics
| CGDG | GAIOX | |
|---|---|---|
| YTD Return | 13.41% | 16.10% |
| 1Y Return | 22.46% | 26.84% |
| Sharpe Ratio | 2.15 | 2.85 |
| Sortino Ratio | 3.03 | 3.97 |
| Omega Ratio | 1.38 | 1.54 |
| Calmar Ratio | 4.60 | 3.09 |
| Martin Ratio | 15.54 | 19.72 |
| Ulcer Index | 1.45% | 1.36% |
| Daily Std Dev | 10.48% | 9.43% |
| Max Drawdown | -4.89% | -26.85% |
| Current Drawdown | -2.41% | -0.74% |
Correlation
The correlation between CGDG and GAIOX is 0.91, 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
CGDG vs. GAIOX - Performance Comparison
In the year-to-date period, CGDG achieves a 13.41% return, which is significantly lower than GAIOX's 16.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CGDG vs. GAIOX - Expense Ratio Comparison
CGDG has a 0.47% expense ratio, which is lower than GAIOX's 0.66% expense ratio.
Risk-Adjusted Performance
CGDG vs. GAIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and American Funds Growth and Income Portfolio (GAIOX). 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
CGDG vs. GAIOX - Dividend Comparison
CGDG's dividend yield for the trailing twelve months is around 1.90%, more than GAIOX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 1.90% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GAIOX American Funds Growth and Income Portfolio | 1.79% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
Drawdowns
CGDG vs. GAIOX - Drawdown Comparison
The maximum CGDG drawdown since its inception was -4.89%, smaller than the maximum GAIOX drawdown of -26.85%. Use the drawdown chart below to compare losses from any high point for CGDG and GAIOX. For additional features, visit the drawdowns tool.
Volatility
CGDG vs. GAIOX - Volatility Comparison
Capital Group Dividend Growers ETF (CGDG) has a higher volatility of 2.98% compared to American Funds Growth and Income Portfolio (GAIOX) at 2.57%. This indicates that CGDG's price experiences larger fluctuations and is considered to be riskier than GAIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.