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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVGX or VOO.
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.
Performance
DIVGX vs. VOO - Performance Comparison
Key characteristics
DIVGX:
1.71
VOO:
1.89
DIVGX:
2.36
VOO:
2.54
DIVGX:
1.30
VOO:
1.35
DIVGX:
3.07
VOO:
2.83
DIVGX:
9.80
VOO:
11.83
DIVGX:
1.82%
VOO:
2.02%
DIVGX:
10.44%
VOO:
12.66%
DIVGX:
-32.33%
VOO:
-33.99%
DIVGX:
-0.40%
VOO:
-0.42%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.25% return, which is significantly higher than VOO's 4.17% return.
DIVGX
5.25%
2.23%
5.71%
17.65%
10.25%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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.
Risk-Adjusted Performance
DIVGX vs. VOO — Risk-Adjusted Performance Rank
DIVGX
VOO
DIVGX vs. VOO - Risk-Adjusted Performance 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.
Dividends
DIVGX vs. VOO - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 1.09%, less than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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. For additional features, visit the drawdowns tool.
Volatility
DIVGX vs. VOO - Volatility Comparison
The current volatility for Guardian Capital Dividend Growth Fund (DIVGX) is 2.52%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. 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.