DRGTX vs. FITLX
Compare and contrast key facts about Virtus Technology Fund (DRGTX) and Fidelity US Sustainability Index Fund (FITLX).
DRGTX is managed by Allianz Global Investors. It was launched on Dec 26, 1995. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRGTX or FITLX.
Correlation
The correlation between DRGTX and FITLX is 0.81, 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
DRGTX vs. FITLX - Performance Comparison
Key characteristics
DRGTX:
1.27
FITLX:
1.54
DRGTX:
1.74
FITLX:
2.10
DRGTX:
1.23
FITLX:
1.28
DRGTX:
0.79
FITLX:
2.35
DRGTX:
6.33
FITLX:
9.04
DRGTX:
5.00%
FITLX:
2.48%
DRGTX:
24.95%
FITLX:
14.55%
DRGTX:
-83.33%
FITLX:
-34.35%
DRGTX:
-19.91%
FITLX:
-2.43%
Returns By Period
In the year-to-date period, DRGTX achieves a 2.89% return, which is significantly higher than FITLX's 2.16% return.
DRGTX
2.89%
1.64%
17.62%
30.51%
5.88%
4.94%
FITLX
2.16%
1.61%
8.62%
21.18%
15.03%
N/A
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DRGTX vs. FITLX - Expense Ratio Comparison
DRGTX has a 1.16% expense ratio, which is higher than FITLX's 0.11% expense ratio.
Risk-Adjusted Performance
DRGTX vs. FITLX — Risk-Adjusted Performance Rank
DRGTX
FITLX
DRGTX vs. FITLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and Fidelity US Sustainability Index Fund (FITLX). 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
DRGTX vs. FITLX - Dividend Comparison
DRGTX has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FITLX Fidelity US Sustainability Index Fund | 1.26% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% |
Drawdowns
DRGTX vs. FITLX - Drawdown Comparison
The maximum DRGTX drawdown since its inception was -83.33%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for DRGTX and FITLX. For additional features, visit the drawdowns tool.
Volatility
DRGTX vs. FITLX - Volatility Comparison
Virtus Technology Fund (DRGTX) has a higher volatility of 8.86% compared to Fidelity US Sustainability Index Fund (FITLX) at 5.19%. This indicates that DRGTX's price experiences larger fluctuations and is considered to be riskier than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.