DIVGX vs. IETC

In the year-to-date period, DIVGX achieves a 5.16% return, which is significantly higher than IETC's 1.97% return.

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DIVGX has a 0.95% expense ratio, which is higher than IETC's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and iShares Evolved U.S. Technology ETF (IETC). 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.

The current DIVGX Sharpe Ratio is 0.98, which is comparable to the IETC Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of DIVGX and IETC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DIVGX's dividend yield for the trailing twelve months is around 0.95%, more than IETC's 0.49% yield.

The maximum DIVGX drawdown since its inception was -32.33%, smaller than the maximum IETC drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for DIVGX and IETC.

The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.83%, while iShares Evolved U.S. Technology ETF (IETC) has a volatility of 6.46%. This indicates that DIVGX experiences smaller price fluctuations and is considered to be less risky than IETC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.