GATEX vs. VIG
Compare and contrast key facts about Gateway Fund (GATEX) and Vanguard Dividend Appreciation ETF (VIG).
GATEX is managed by Natixis Funds. It was launched on Dec 6, 1977. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GATEX or VIG.
Key characteristics
GATEX | VIG | |
---|---|---|
YTD Return | 6.44% | 8.47% |
1Y Return | 12.89% | 19.87% |
3Y Return (Ann) | 4.41% | 8.29% |
5Y Return (Ann) | 6.13% | 12.68% |
10Y Return (Ann) | 5.03% | 11.55% |
Sharpe Ratio | 2.30 | 2.13 |
Daily Std Dev | 5.77% | 9.68% |
Max Drawdown | -27.90% | -46.81% |
Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between GATEX and VIG is 0.87, 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
GATEX vs. VIG - Performance Comparison
In the year-to-date period, GATEX achieves a 6.44% return, which is significantly lower than VIG's 8.47% return. Over the past 10 years, GATEX has underperformed VIG with an annualized return of 5.03%, while VIG has yielded a comparatively higher 11.55% 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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GATEX vs. VIG - Expense Ratio Comparison
GATEX has a 0.93% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
GATEX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund (GATEX) and Vanguard Dividend Appreciation ETF (VIG). 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
GATEX vs. VIG - Dividend Comparison
GATEX's dividend yield for the trailing twelve months is around 0.60%, less than VIG's 1.75% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Gateway Fund | 0.60% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% | 1.29% | 1.32% |
Vanguard Dividend Appreciation ETF | 1.75% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
GATEX vs. VIG - Drawdown Comparison
The maximum GATEX drawdown since its inception was -27.90%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for GATEX and VIG. For additional features, visit the drawdowns tool.
Volatility
GATEX vs. VIG - Volatility Comparison
The current volatility for Gateway Fund (GATEX) is 2.06%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 2.31%. This indicates that GATEX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.