GSPFX vs. DGRO
Compare and contrast key facts about Gotham Enhanced S&P 500 Index Fund (GSPFX) and iShares Core Dividend Growth ETF (DGRO).
GSPFX is managed by Gotham. It was launched on Dec 30, 2016. 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: GSPFX or DGRO.
Correlation
The correlation between GSPFX and DGRO is 0.89, 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
GSPFX vs. DGRO - Performance Comparison
Key characteristics
GSPFX:
0.78
DGRO:
1.95
GSPFX:
0.97
DGRO:
2.76
GSPFX:
1.20
DGRO:
1.35
GSPFX:
0.98
DGRO:
3.06
GSPFX:
2.83
DGRO:
9.32
GSPFX:
4.55%
DGRO:
2.08%
GSPFX:
16.45%
DGRO:
9.94%
GSPFX:
-36.14%
DGRO:
-35.10%
GSPFX:
-8.68%
DGRO:
-1.15%
Returns By Period
In the year-to-date period, GSPFX achieves a 4.51% return, which is significantly higher than DGRO's 4.03% return.
GSPFX
4.51%
2.71%
0.87%
11.51%
8.94%
N/A
DGRO
4.03%
2.95%
6.67%
17.45%
10.86%
11.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GSPFX vs. DGRO - Expense Ratio Comparison
GSPFX has a 0.50% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
GSPFX vs. DGRO — Risk-Adjusted Performance Rank
GSPFX
DGRO
GSPFX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham Enhanced S&P 500 Index Fund (GSPFX) 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
GSPFX vs. DGRO - Dividend Comparison
GSPFX's dividend yield for the trailing twelve months is around 0.94%, less than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSPFX Gotham Enhanced S&P 500 Index Fund | 0.94% | 0.99% | 1.42% | 0.86% | 1.04% | 0.95% | 1.22% | 2.07% | 1.31% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
GSPFX vs. DGRO - Drawdown Comparison
The maximum GSPFX drawdown since its inception was -36.14%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for GSPFX and DGRO. For additional features, visit the drawdowns tool.
Volatility
GSPFX vs. DGRO - Volatility Comparison
Gotham Enhanced S&P 500 Index Fund (GSPFX) has a higher volatility of 2.81% compared to iShares Core Dividend Growth ETF (DGRO) at 2.52%. This indicates that GSPFX'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.