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DFNV vs. VGT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DFNV vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

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DFNV vs. VGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DFNV
TrimTabs Donoghue Forlines Risk Managed Innovation ETF
-15.04%8.42%31.93%26.92%-24.05%18.51%2.92%
VGT
Vanguard Information Technology ETF
-7.34%21.77%29.30%52.66%-29.70%30.45%3.02%

Returns By Period

In the year-to-date period, DFNV achieves a -15.04% return, which is significantly lower than VGT's -7.34% return.


DFNV

1D
2.55%
1M
-3.84%
YTD
-15.04%
6M
-17.93%
1Y
-2.08%
3Y*
13.16%
5Y*
6.22%
10Y*

VGT

1D
4.34%
1M
-3.89%
YTD
-7.34%
6M
-6.36%
1Y
29.19%
3Y*
22.58%
5Y*
14.54%
10Y*
21.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DFNV vs. VGT - Expense Ratio Comparison

DFNV has a 0.69% expense ratio, which is higher than VGT's 0.09% expense ratio.


Return for Risk

DFNV vs. VGT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFNV
DFNV Risk / Return Rank: 1010
Overall Rank
DFNV Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
DFNV Sortino Ratio Rank: 1010
Sortino Ratio Rank
DFNV Omega Ratio Rank: 1010
Omega Ratio Rank
DFNV Calmar Ratio Rank: 1010
Calmar Ratio Rank
DFNV Martin Ratio Rank: 1010
Martin Ratio Rank

VGT
VGT Risk / Return Rank: 6767
Overall Rank
VGT Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VGT Sortino Ratio Rank: 6969
Sortino Ratio Rank
VGT Omega Ratio Rank: 6666
Omega Ratio Rank
VGT Calmar Ratio Rank: 7373
Calmar Ratio Rank
VGT Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFNV vs. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV) and Vanguard Information Technology ETF (VGT). 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.


DFNVVGTDifference

Sharpe ratio

Return per unit of total volatility

-0.10

1.08

-1.17

Sortino ratio

Return per unit of downside risk

0.01

1.65

-1.63

Omega ratio

Gain probability vs. loss probability

1.00

1.23

-0.23

Calmar ratio

Return relative to maximum drawdown

-0.10

1.77

-1.87

Martin ratio

Return relative to average drawdown

-0.29

5.47

-5.76

DFNV vs. VGT - Sharpe Ratio Comparison

The current DFNV Sharpe Ratio is -0.10, which is lower than the VGT Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of DFNV and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DFNVVGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.10

1.08

-1.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.58

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.61

-0.25

Correlation

The correlation between DFNV and VGT is 0.87, 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.


Dividends

DFNV vs. VGT - Dividend Comparison

DFNV's dividend yield for the trailing twelve months is around 0.44%, which matches VGT's 0.44% yield.


TTM20252024202320222021202020192018201720162015
DFNV
TrimTabs Donoghue Forlines Risk Managed Innovation ETF
0.44%0.38%1.28%0.77%1.20%4.77%0.02%0.00%0.00%0.00%0.00%0.00%
VGT
Vanguard Information Technology ETF
0.44%0.40%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

DFNV vs. VGT - Drawdown Comparison

The maximum DFNV drawdown since its inception was -29.71%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for DFNV and VGT.


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Drawdown Indicators


DFNVVGTDifference

Max Drawdown

Largest peak-to-trough decline

-29.71%

-54.63%

+24.92%

Max Drawdown (1Y)

Largest decline over 1 year

-21.54%

-16.40%

-5.14%

Max Drawdown (5Y)

Largest decline over 5 years

-29.71%

-35.07%

+5.36%

Max Drawdown (10Y)

Largest decline over 10 years

-35.07%

Current Drawdown

Current decline from peak

-18.92%

-12.77%

-6.15%

Average Drawdown

Average peak-to-trough decline

-9.41%

-8.00%

-1.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.45%

5.30%

+2.15%

Volatility

DFNV vs. VGT - Volatility Comparison

The current volatility for TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV) is 6.11%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.99%. This indicates that DFNV experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFNVVGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.11%

7.99%

-1.88%

Volatility (6M)

Calculated over the trailing 6-month period

13.00%

16.31%

-3.31%

Volatility (1Y)

Calculated over the trailing 1-year period

21.67%

27.24%

-5.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.44%

25.07%

-5.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.64%

24.48%

-4.84%