DGIFX vs. VGT
Compare and contrast key facts about Disciplined Growth Investors Fund (DGIFX) and Vanguard Information Technology ETF (VGT).
DGIFX is managed by DGI. It was launched on Aug 11, 2011. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGIFX or VGT.
Correlation
The correlation between DGIFX and VGT is 0.82, 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
DGIFX vs. VGT - Performance Comparison
Key characteristics
DGIFX:
-0.50
VGT:
1.20
DGIFX:
-0.48
VGT:
1.65
DGIFX:
0.91
VGT:
1.22
DGIFX:
-0.45
VGT:
1.76
DGIFX:
-0.73
VGT:
6.12
DGIFX:
14.82%
VGT:
4.39%
DGIFX:
21.47%
VGT:
22.30%
DGIFX:
-33.74%
VGT:
-54.63%
DGIFX:
-16.29%
VGT:
-0.88%
Returns By Period
In the year-to-date period, DGIFX achieves a 2.79% return, which is significantly lower than VGT's 3.17% return. Over the past 10 years, DGIFX has underperformed VGT with an annualized return of 4.87%, while VGT has yielded a comparatively higher 20.64% annualized return.
DGIFX
2.79%
-1.81%
4.29%
-10.01%
3.97%
4.87%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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DGIFX vs. VGT - Expense Ratio Comparison
DGIFX has a 0.78% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
DGIFX vs. VGT — Risk-Adjusted Performance Rank
DGIFX
VGT
DGIFX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) 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.
Dividends
DGIFX vs. VGT - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 1.06%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 1.06% | 1.09% | 0.77% | 0.77% | 0.26% | 0.59% | 0.76% | 0.87% | 0.51% | 0.62% | 0.62% | 0.43% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
DGIFX vs. VGT - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -33.74%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for DGIFX and VGT. For additional features, visit the drawdowns tool.
Volatility
DGIFX vs. VGT - Volatility Comparison
The current volatility for Disciplined Growth Investors Fund (DGIFX) is 4.02%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that DGIFX 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.