CGDG vs. MMTRX

In the year-to-date period, CGDG achieves a 9.11% return, which is significantly higher than MMTRX's 2.76% return.

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CGDG has a 0.47% expense ratio, which is higher than MMTRX's 0.37% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX). 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.

The current CGDG Sharpe Ratio is 0.89, which is higher than the MMTRX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of CGDG and MMTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CGDG's dividend yield for the trailing twelve months is around 2.04%, less than MMTRX's 3.58% yield.

The maximum CGDG drawdown since its inception was -10.52%, smaller than the maximum MMTRX drawdown of -32.47%. Use the drawdown chart below to compare losses from any high point for CGDG and MMTRX. For additional features, visit the drawdowns tool.

Capital Group Dividend Growers ETF (CGDG) has a higher volatility of 2.84% compared to MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) at 2.49%. This indicates that CGDG's price experiences larger fluctuations and is considered to be riskier than MMTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.