DIVGX vs. VOO
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and Vanguard S&P 500 ETF (VOO).
DIVGX is managed by Guardian. It was launched on May 1, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
DIVGX vs. VOO - Performance Comparison
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DIVGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 0.95% | 13.62% | 16.20% | 19.48% | -14.64% | 27.43% | 9.47% | 10.67% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 12.00% |
Returns By Period
In the year-to-date period, DIVGX achieves a 0.95% return, which is significantly higher than VOO's -3.66% return.
DIVGX
- 1D
- 2.06%
- 1M
- -4.31%
- YTD
- 0.95%
- 6M
- 1.51%
- 1Y
- 13.91%
- 3Y*
- 15.24%
- 5Y*
- 10.69%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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DIVGX vs. VOO - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
DIVGX vs. VOO — Risk / Return Rank
DIVGX
VOO
DIVGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and Vanguard S&P 500 ETF (VOO). 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.
| DIVGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.01 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.53 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.55 | 0.00 |
Martin ratioReturn relative to average drawdown | 7.56 | 7.31 | +0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIVGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.01 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.71 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.83 | -0.16 |
Correlation
The correlation between DIVGX and VOO 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.
Dividends
DIVGX vs. VOO - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 26.86%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 26.86% | 27.35% | 1.15% | 1.46% | 3.08% | 1.36% | 1.22% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
DIVGX vs. VOO - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DIVGX and VOO.
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Drawdown Indicators
| DIVGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.33% | -33.99% | +1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -11.98% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -23.86% | -24.52% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -4.92% | -5.55% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -3.72% | -0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.55% | -0.58% |
Volatility
DIVGX vs. VOO - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 4.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that DIVGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIVGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.34% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.09% | 9.47% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 18.11% | -5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 16.82% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 17.99% | -1.18% |