DRDIX vs. VTSAX
Compare and contrast key facts about Dearborn Partners Rising Dividend Fund (DRDIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
DRDIX is managed by Dearborn Partners. It was launched on Apr 10, 2013. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRDIX or VTSAX.
Correlation
The correlation between DRDIX and VTSAX 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
DRDIX vs. VTSAX - Performance Comparison
Key characteristics
DRDIX:
1.19
VTSAX:
1.90
DRDIX:
1.60
VTSAX:
2.56
DRDIX:
1.23
VTSAX:
1.35
DRDIX:
1.17
VTSAX:
2.89
DRDIX:
3.41
VTSAX:
11.42
DRDIX:
3.83%
VTSAX:
2.17%
DRDIX:
10.93%
VTSAX:
13.02%
DRDIX:
-31.36%
VTSAX:
-55.34%
DRDIX:
-5.91%
VTSAX:
-0.08%
Returns By Period
In the year-to-date period, DRDIX achieves a 4.53% return, which is significantly higher than VTSAX's 4.20% return. Over the past 10 years, DRDIX has underperformed VTSAX with an annualized return of 9.07%, while VTSAX has yielded a comparatively higher 12.70% annualized return.
DRDIX
4.53%
3.99%
2.18%
11.01%
7.82%
9.07%
VTSAX
4.20%
2.78%
11.22%
22.48%
13.69%
12.70%
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DRDIX vs. VTSAX - Expense Ratio Comparison
DRDIX has a 0.95% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
DRDIX vs. VTSAX — Risk-Adjusted Performance Rank
DRDIX
VTSAX
DRDIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dearborn Partners Rising Dividend Fund (DRDIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
DRDIX vs. VTSAX - Dividend Comparison
DRDIX's dividend yield for the trailing twelve months is around 1.16%, less than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | 1.16% | 1.21% | 0.81% | 1.04% | 1.09% | 0.69% | 0.91% | 1.55% | 1.74% | 1.11% | 1.38% | 1.74% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
DRDIX vs. VTSAX - Drawdown Comparison
The maximum DRDIX drawdown since its inception was -31.36%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for DRDIX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
DRDIX vs. VTSAX - Volatility Comparison
The current volatility for Dearborn Partners Rising Dividend Fund (DRDIX) is 2.48%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 3.18%. This indicates that DRDIX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.