DIVGX vs. DGRO
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and iShares Core Dividend Growth ETF (DGRO).
DIVGX is managed by Guardian. It was launched on May 1, 2019. 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: DIVGX or DGRO.
Correlation
The correlation between DIVGX and DGRO is 0.86, 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
DIVGX vs. DGRO - Performance Comparison
Key characteristics
DIVGX:
1.88
DGRO:
1.95
DIVGX:
2.58
DGRO:
2.76
DIVGX:
1.33
DGRO:
1.35
DIVGX:
3.38
DGRO:
3.06
DIVGX:
10.80
DGRO:
9.32
DIVGX:
1.82%
DGRO:
2.08%
DIVGX:
10.47%
DGRO:
9.94%
DIVGX:
-32.33%
DGRO:
-35.10%
DIVGX:
-0.34%
DGRO:
-1.15%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.31% return, which is significantly higher than DGRO's 4.03% return.
DIVGX
5.31%
4.11%
6.35%
17.80%
10.18%
N/A
DGRO
4.03%
2.95%
6.67%
17.45%
10.86%
11.74%
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DIVGX vs. DGRO - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
DIVGX vs. DGRO — Risk-Adjusted Performance Rank
DIVGX
DGRO
DIVGX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) 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
DIVGX vs. DGRO - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 1.09%, less than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 1.09% | 1.15% | 1.46% | 1.91% | 1.36% | 1.23% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
DIVGX vs. DGRO - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DIVGX and DGRO. For additional features, visit the drawdowns tool.
Volatility
DIVGX vs. DGRO - Volatility Comparison
Guardian Capital Dividend Growth Fund (DIVGX) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 2.63% and 2.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.