Correlation
The correlation between DIVGX and SCHD is 0.79, 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.
DIVGX vs. SCHD
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and Schwab US Dividend Equity ETF (SCHD).
DIVGX is managed by Guardian. It was launched on May 1, 2019. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVGX or SCHD.
Performance
DIVGX vs. SCHD - Performance Comparison
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Key characteristics
DIVGX:
1.00
SCHD:
0.35
DIVGX:
1.34
SCHD:
0.56
DIVGX:
1.18
SCHD:
1.07
DIVGX:
0.98
SCHD:
0.33
DIVGX:
4.22
SCHD:
0.99
DIVGX:
3.09%
SCHD:
5.36%
DIVGX:
14.32%
SCHD:
16.40%
DIVGX:
-32.33%
SCHD:
-33.37%
DIVGX:
-0.02%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.65% return, which is significantly higher than SCHD's -3.35% return.
DIVGX
5.65%
4.36%
3.92%
14.21%
11.24%
13.01%
N/A
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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DIVGX vs. SCHD - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DIVGX vs. SCHD — Risk-Adjusted Performance Rank
DIVGX
SCHD
DIVGX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and Schwab US Dividend Equity ETF (SCHD). 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.
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Dividends
DIVGX vs. SCHD - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 0.94%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 0.94% | 1.15% | 1.46% | 3.08% | 1.36% | 1.23% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DIVGX vs. SCHD - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DIVGX and SCHD.
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Volatility
DIVGX vs. SCHD - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.84%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that DIVGX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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