DLTR vs. VONG
Compare and contrast key facts about Dollar Tree, Inc. (DLTR) and Vanguard Russell 1000 Growth ETF (VONG).
VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLTR or VONG.
Key characteristics
| DLTR | VONG | |
|---|---|---|
| YTD Return | -14.30% | 8.33% |
| 1Y Return | -20.62% | 34.79% |
| 3Y Return (Ann) | 1.92% | 8.74% |
| 5Y Return (Ann) | 2.06% | 16.71% |
| 10Y Return (Ann) | 9.00% | 15.62% |
| Sharpe Ratio | -0.62 | 2.49 |
| Daily Std Dev | 33.15% | 15.10% |
| Max Drawdown | -67.06% | -32.72% |
| Current Drawdown | -30.07% | -3.27% |
Correlation
The correlation between DLTR and VONG is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DLTR vs. VONG - Performance Comparison
In the year-to-date period, DLTR achieves a -14.30% return, which is significantly lower than VONG's 8.33% return. Over the past 10 years, DLTR has underperformed VONG with an annualized return of 9.00%, while VONG has yielded a comparatively higher 15.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DLTR vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) and Vanguard Russell 1000 Growth ETF (VONG). 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
DLTR vs. VONG - Dividend Comparison
DLTR has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.69%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLTR Dollar Tree, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.69% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
DLTR vs. VONG - Drawdown Comparison
The maximum DLTR drawdown since its inception was -67.06%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for DLTR and VONG. For additional features, visit the drawdowns tool.
Volatility
DLTR vs. VONG - Volatility Comparison
Dollar Tree, Inc. (DLTR) has a higher volatility of 6.48% compared to Vanguard Russell 1000 Growth ETF (VONG) at 4.97%. This indicates that DLTR's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.