GWPCX vs. DGRO
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and iShares Core Dividend Growth ETF (DGRO).
GWPCX is managed by American Funds. It was launched on May 18, 2012. 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.
Performance
GWPCX vs. DGRO - Performance Comparison
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GWPCX vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | -5.80% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, GWPCX achieves a -5.80% return, which is significantly lower than DGRO's 1.60% return. Over the past 10 years, GWPCX has underperformed DGRO with an annualized return of 11.07%, while DGRO has yielded a comparatively higher 12.81% annualized return.
GWPCX
- 1D
- 3.38%
- 1M
- -6.95%
- YTD
- -5.80%
- 6M
- -3.65%
- 1Y
- 18.27%
- 3Y*
- 16.43%
- 5Y*
- 6.86%
- 10Y*
- 11.07%
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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GWPCX vs. DGRO - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
GWPCX vs. DGRO — Risk / Return Rank
GWPCX
DGRO
GWPCX vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) 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.
| GWPCX | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.14 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.66 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.48 | +0.09 |
Martin ratioReturn relative to average drawdown | 6.32 | 6.80 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWPCX | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.14 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.74 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.77 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.73 | -0.10 |
Correlation
The correlation between GWPCX and DGRO is 0.82, 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.
Dividends
GWPCX vs. DGRO - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.98%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.98% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
GWPCX vs. DGRO - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for GWPCX and DGRO.
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Drawdown Indicators
| GWPCX | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -35.10% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -10.92% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -19.31% | -15.28% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -35.10% | +0.51% |
Current DrawdownCurrent decline from peak | -8.90% | -4.70% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -3.48% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.37% | +0.57% |
Volatility
GWPCX vs. DGRO - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 6.58% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that GWPCX'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.
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Volatility by Period
| GWPCX | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 3.57% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 7.21% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 14.47% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 13.84% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 16.63% | +1.33% |