DTE vs. VIGAX
Compare and contrast key facts about DTE Energy Company (DTE) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
VIGAX 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: DTE or VIGAX.
Key characteristics
| DTE | VIGAX | |
|---|---|---|
| YTD Return | 3.22% | 9.18% |
| 1Y Return | 3.72% | 38.06% |
| 3Y Return (Ann) | 1.23% | 8.67% |
| 5Y Return (Ann) | 4.56% | 16.43% |
| 10Y Return (Ann) | 9.07% | 14.92% |
| Sharpe Ratio | 0.25 | 2.37 |
| Daily Std Dev | 19.13% | 15.79% |
| Max Drawdown | -67.91% | -50.66% |
| Current Drawdown | -13.34% | -2.24% |
Correlation
The correlation between DTE and VIGAX is 0.36, 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
DTE vs. VIGAX - Performance Comparison
In the year-to-date period, DTE achieves a 3.22% return, which is significantly lower than VIGAX's 9.18% return. Over the past 10 years, DTE has underperformed VIGAX with an annualized return of 9.07%, while VIGAX has yielded a comparatively higher 14.92% 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
DTE vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DTE Energy Company (DTE) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
DTE vs. VIGAX - Dividend Comparison
DTE's dividend yield for the trailing twelve months is around 3.50%, more than VIGAX's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTE DTE Energy Company | 3.50% | 3.52% | 3.07% | 2.98% | 3.39% | 2.96% | 3.26% | 3.07% | 3.10% | 3.54% | 3.11% | 3.89% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.53% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
DTE vs. VIGAX - Drawdown Comparison
The maximum DTE drawdown since its inception was -67.91%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for DTE and VIGAX. For additional features, visit the drawdowns tool.
Volatility
DTE vs. VIGAX - Volatility Comparison
DTE Energy Company (DTE) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 5.88% and 5.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.