GHAAX vs. DGRO
Compare and contrast key facts about VanEck Global Resources Fund (GHAAX) and iShares Core Dividend Growth ETF (DGRO).
GHAAX is managed by VanEck. It was launched on Nov 1, 1994. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GHAAX or DGRO.
Correlation
The correlation between GHAAX and DGRO is 0.61, 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
GHAAX vs. DGRO - Performance Comparison
Key characteristics
GHAAX:
0.71
DGRO:
1.88
GHAAX:
1.01
DGRO:
2.65
GHAAX:
1.13
DGRO:
1.34
GHAAX:
0.31
DGRO:
2.93
GHAAX:
1.84
DGRO:
8.91
GHAAX:
5.81%
DGRO:
2.08%
GHAAX:
15.12%
DGRO:
9.90%
GHAAX:
-75.12%
DGRO:
-35.10%
GHAAX:
-26.35%
DGRO:
-0.45%
Returns By Period
In the year-to-date period, GHAAX achieves a 6.78% return, which is significantly higher than DGRO's 4.76% return. Over the past 10 years, GHAAX has underperformed DGRO with an annualized return of 0.82%, while DGRO has yielded a comparatively higher 11.79% annualized return.
GHAAX
6.78%
0.31%
-0.42%
10.62%
9.62%
0.82%
DGRO
4.76%
1.82%
6.89%
18.24%
11.28%
11.79%
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GHAAX vs. DGRO - Expense Ratio Comparison
GHAAX has a 1.38% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
GHAAX vs. DGRO — Risk-Adjusted Performance Rank
GHAAX
DGRO
GHAAX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Global Resources Fund (GHAAX) and iShares Core Dividend Growth ETF (DGRO). 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
GHAAX vs. DGRO - Dividend Comparison
GHAAX's dividend yield for the trailing twelve months is around 2.77%, more than DGRO's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GHAAX VanEck Global Resources Fund | 2.77% | 2.95% | 2.33% | 2.53% | 1.35% | 0.53% | 0.89% | 0.00% | 0.00% | 0.03% | 0.51% | 0.11% |
DGRO iShares Core Dividend Growth ETF | 2.16% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
GHAAX vs. DGRO - Drawdown Comparison
The maximum GHAAX drawdown since its inception was -75.12%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for GHAAX and DGRO. For additional features, visit the drawdowns tool.
Volatility
GHAAX vs. DGRO - Volatility Comparison
VanEck Global Resources Fund (GHAAX) has a higher volatility of 4.05% compared to iShares Core Dividend Growth ETF (DGRO) at 2.44%. This indicates that GHAAX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.