DRGTX vs. VITAX
Compare and contrast key facts about Virtus Technology Fund (DRGTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
DRGTX is managed by Allianz Global Investors. It was launched on Dec 26, 1995. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRGTX or VITAX.
Correlation
The correlation between DRGTX and VITAX is 0.92, 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. VITAX - Performance Comparison
Key characteristics
DRGTX:
1.69
VITAX:
1.54
DRGTX:
2.22
VITAX:
2.05
DRGTX:
1.30
VITAX:
1.27
DRGTX:
0.90
VITAX:
2.19
DRGTX:
8.32
VITAX:
7.83
DRGTX:
4.88%
VITAX:
4.27%
DRGTX:
23.98%
VITAX:
21.67%
DRGTX:
-83.33%
VITAX:
-54.81%
DRGTX:
-18.87%
VITAX:
-0.44%
Returns By Period
In the year-to-date period, DRGTX achieves a 41.41% return, which is significantly higher than VITAX's 34.01% return. Over the past 10 years, DRGTX has underperformed VITAX with an annualized return of 4.53%, while VITAX has yielded a comparatively higher 21.02% annualized return.
DRGTX
41.41%
4.22%
12.77%
40.42%
7.36%
4.53%
VITAX
34.01%
3.46%
11.94%
33.40%
22.31%
21.02%
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DRGTX vs. VITAX - Expense Ratio Comparison
DRGTX has a 1.16% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
DRGTX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
DRGTX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.46%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
DRGTX vs. VITAX - Drawdown Comparison
The maximum DRGTX drawdown since its inception was -83.33%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for DRGTX and VITAX. For additional features, visit the drawdowns tool.
Volatility
DRGTX vs. VITAX - Volatility Comparison
Virtus Technology Fund (DRGTX) has a higher volatility of 6.91% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 5.76%. This indicates that DRGTX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.