Correlation
The correlation between DIVGX and SPY is 0.91, 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. 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.
Performance
DIVGX vs. SPY - Performance Comparison
Loading data...
Key characteristics
DIVGX:
1.00
SPY:
0.70
DIVGX:
1.34
SPY:
1.02
DIVGX:
1.18
SPY:
1.15
DIVGX:
0.98
SPY:
0.68
DIVGX:
4.22
SPY:
2.57
DIVGX:
3.09%
SPY:
4.93%
DIVGX:
14.32%
SPY:
20.42%
DIVGX:
-32.33%
SPY:
-55.19%
DIVGX:
-0.02%
SPY:
-3.55%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.65% return, which is significantly higher than SPY's 0.87% return.
DIVGX
5.65%
3.92%
3.92%
13.19%
11.24%
13.01%
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
DIVGX vs. SPY - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 0.94%, less than SPY's 1.22% 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% |
SPY SPDR S&P 500 ETF | 1.22% | 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.
Loading data...
Volatility
DIVGX vs. SPY - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.84%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. 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.
Loading data...