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.
Correlation
The correlation between DTE and VIGAX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DTE vs. VIGAX - Performance Comparison
Key characteristics
DTE:
1.41
VIGAX:
0.57
DTE:
1.86
VIGAX:
0.95
DTE:
1.26
VIGAX:
1.13
DTE:
1.68
VIGAX:
0.62
DTE:
6.49
VIGAX:
2.23
DTE:
4.11%
VIGAX:
6.42%
DTE:
18.91%
VIGAX:
25.26%
DTE:
-67.92%
VIGAX:
-50.66%
DTE:
-3.39%
VIGAX:
-11.79%
Returns By Period
In the year-to-date period, DTE achieves a 12.51% return, which is significantly higher than VIGAX's -8.10% return. Over the past 10 years, DTE has underperformed VIGAX with an annualized return of 10.46%, while VIGAX has yielded a comparatively higher 14.23% annualized return.
DTE
12.51%
-0.71%
8.31%
25.49%
12.70%
10.46%
VIGAX
-8.10%
-1.55%
-3.80%
15.10%
17.27%
14.23%
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Risk-Adjusted Performance
DTE vs. VIGAX — Risk-Adjusted Performance Rank
DTE
VIGAX
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 3.13%, more than VIGAX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTE DTE Energy Company | 3.13% | 3.44% | 3.52% | 3.07% | 2.98% | 3.39% | 2.96% | 3.26% | 3.07% | 3.10% | 3.54% | 3.11% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.51% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
DTE vs. VIGAX - Drawdown Comparison
The maximum DTE drawdown since its inception was -67.92%, 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
The current volatility for DTE Energy Company (DTE) is 8.92%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 17.11%. This indicates that DTE experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.