CIDVX vs. DGRO
Compare and contrast key facts about Calamos Dividend Growth Fund (CIDVX) and iShares Core Dividend Growth ETF (DGRO).
CIDVX is managed by Calamos. It was launched on Aug 5, 2013. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIDVX or DGRO.
Correlation
The correlation between CIDVX and DGRO is 0.89, 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
CIDVX vs. DGRO - Performance Comparison
Key characteristics
CIDVX:
1.51
DGRO:
1.88
CIDVX:
2.07
DGRO:
2.65
CIDVX:
1.28
DGRO:
1.34
CIDVX:
2.16
DGRO:
2.93
CIDVX:
8.04
DGRO:
8.91
CIDVX:
2.43%
DGRO:
2.08%
CIDVX:
12.95%
DGRO:
9.90%
CIDVX:
-36.99%
DGRO:
-35.10%
CIDVX:
-1.46%
DGRO:
-0.45%
Returns By Period
In the year-to-date period, CIDVX achieves a 4.14% return, which is significantly lower than DGRO's 4.76% return. Over the past 10 years, CIDVX has underperformed DGRO with an annualized return of 7.08%, while DGRO has yielded a comparatively higher 11.79% annualized return.
CIDVX
4.14%
1.02%
8.18%
20.27%
9.02%
7.08%
DGRO
4.76%
1.82%
6.89%
18.24%
11.28%
11.79%
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CIDVX vs. DGRO - Expense Ratio Comparison
CIDVX has a 1.10% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
CIDVX vs. DGRO — Risk-Adjusted Performance Rank
CIDVX
DGRO
CIDVX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Dividend Growth Fund (CIDVX) and iShares Core Dividend Growth ETF (DGRO). 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
CIDVX vs. DGRO - Dividend Comparison
CIDVX's dividend yield for the trailing twelve months is around 0.08%, less than DGRO's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIDVX Calamos Dividend Growth Fund | 0.08% | 0.08% | 0.30% | 0.44% | 0.19% | 0.37% | 0.90% | 0.94% | 0.86% | 1.14% | 0.38% | 2.85% |
DGRO iShares Core Dividend Growth ETF | 2.16% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
CIDVX vs. DGRO - Drawdown Comparison
The maximum CIDVX drawdown since its inception was -36.99%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for CIDVX and DGRO. For additional features, visit the drawdowns tool.
Volatility
CIDVX vs. DGRO - Volatility Comparison
Calamos Dividend Growth Fund (CIDVX) has a higher volatility of 3.35% compared to iShares Core Dividend Growth ETF (DGRO) at 2.44%. This indicates that CIDVX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.