DIVGX vs. SPY
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and SPDR S&P 500 ETF (SPY).
DIVGX is managed by Guardian. It was launched on May 1, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVGX or SPY.
Correlation
The correlation between DIVGX and SPY is 0.90, 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. SPY - Performance Comparison
Key characteristics
DIVGX:
1.88
SPY:
1.97
DIVGX:
2.58
SPY:
2.64
DIVGX:
1.33
SPY:
1.36
DIVGX:
3.38
SPY:
2.97
DIVGX:
10.80
SPY:
12.34
DIVGX:
1.82%
SPY:
2.03%
DIVGX:
10.47%
SPY:
12.68%
DIVGX:
-32.33%
SPY:
-55.19%
DIVGX:
-0.34%
SPY:
-0.01%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.31% return, which is significantly higher than SPY's 4.03% return.
DIVGX
5.31%
3.07%
5.52%
17.87%
10.18%
N/A
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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DIVGX vs. SPY - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
DIVGX vs. SPY — Risk-Adjusted Performance Rank
DIVGX
SPY
DIVGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 1.09%, less than SPY's 1.16% 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DIVGX vs. SPY - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DIVGX and SPY. For additional features, visit the drawdowns tool.
Volatility
DIVGX vs. SPY - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.63%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.15%. This indicates that DIVGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.