DIVGX vs. DIV
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and Global X SuperDividend U.S. ETF (DIV).
DIVGX is managed by Guardian. It was launched on May 1, 2019. DIV is a passively managed fund by Global X that tracks the performance of the INDXX SuperDividend U.S. Low Volatility Index. It was launched on Mar 11, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVGX or DIV.
Correlation
The correlation between DIVGX and DIV is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DIVGX vs. DIV - Performance Comparison
Key characteristics
DIVGX:
1.71
DIV:
1.86
DIVGX:
2.36
DIV:
2.56
DIVGX:
1.30
DIV:
1.33
DIVGX:
3.06
DIV:
1.55
DIVGX:
9.79
DIV:
8.84
DIVGX:
1.82%
DIV:
2.29%
DIVGX:
10.44%
DIV:
10.87%
DIVGX:
-32.33%
DIV:
-52.74%
DIVGX:
-0.34%
DIV:
-0.07%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.31% return, which is significantly lower than DIV's 6.08% return.
DIVGX
5.31%
3.07%
5.20%
18.11%
10.27%
N/A
DIV
6.08%
3.67%
7.89%
21.42%
2.69%
2.63%
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DIVGX vs. DIV - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than DIV's 0.45% expense ratio.
Risk-Adjusted Performance
DIVGX vs. DIV — Risk-Adjusted Performance Rank
DIVGX
DIV
DIVGX vs. DIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and Global X SuperDividend U.S. ETF (DIV). 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. DIV - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 1.09%, less than DIV's 5.40% 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% |
DIV Global X SuperDividend U.S. ETF | 5.40% | 5.75% | 7.14% | 6.62% | 5.26% | 8.04% | 7.67% | 7.09% | 5.95% | 6.80% | 8.40% | 5.34% |
Drawdowns
DIVGX vs. DIV - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, smaller than the maximum DIV drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for DIVGX and DIV. For additional features, visit the drawdowns tool.
Volatility
DIVGX vs. DIV - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.59%, while Global X SuperDividend U.S. ETF (DIV) has a volatility of 3.25%. This indicates that DIVGX experiences smaller price fluctuations and is considered to be less risky than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.