DIVGX vs. IETC
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and iShares Evolved U.S. Technology ETF (IETC).
DIVGX is managed by Guardian. It was launched on May 1, 2019. IETC is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVGX or IETC.
Correlation
The correlation between DIVGX and IETC is 0.80, 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. IETC - Performance Comparison
Key characteristics
DIVGX:
1.79
IETC:
1.59
DIVGX:
2.47
IETC:
2.11
DIVGX:
1.32
IETC:
1.29
DIVGX:
3.22
IETC:
2.81
DIVGX:
10.28
IETC:
10.10
DIVGX:
1.82%
IETC:
3.20%
DIVGX:
10.46%
IETC:
20.33%
DIVGX:
-32.33%
IETC:
-38.48%
DIVGX:
-0.40%
IETC:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with DIVGX having a 5.25% return and IETC slightly higher at 5.46%.
DIVGX
5.25%
3.01%
5.52%
17.81%
10.22%
N/A
IETC
5.46%
3.76%
19.23%
33.76%
20.81%
N/A
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DIVGX vs. IETC - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than IETC's 0.18% expense ratio.
Risk-Adjusted Performance
DIVGX vs. IETC — Risk-Adjusted Performance Rank
DIVGX
IETC
DIVGX vs. IETC - Risk-Adjusted Performance Comparison
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.
Dividends
DIVGX vs. IETC - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 1.09%, more than IETC's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 1.09% | 1.15% | 1.46% | 1.91% | 1.36% | 1.23% | 1.03% | 0.00% |
IETC iShares Evolved U.S. Technology ETF | 0.49% | 0.52% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% |
Drawdowns
DIVGX vs. IETC - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
DIVGX vs. IETC - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.63%, while iShares Evolved U.S. Technology ETF (IETC) has a volatility of 7.34%. 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.