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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or DGRO.
Correlation
The correlation between GWPCX and DGRO is 0.91, 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
GWPCX vs. DGRO - Performance Comparison
Key characteristics
GWPCX:
0.42
DGRO:
0.55
GWPCX:
0.71
DGRO:
0.87
GWPCX:
1.10
DGRO:
1.12
GWPCX:
0.42
DGRO:
0.59
GWPCX:
1.69
DGRO:
2.53
GWPCX:
4.88%
DGRO:
3.25%
GWPCX:
19.88%
DGRO:
14.84%
GWPCX:
-34.59%
DGRO:
-35.10%
GWPCX:
-10.46%
DGRO:
-7.47%
Returns By Period
In the year-to-date period, GWPCX achieves a -5.50% return, which is significantly lower than DGRO's -2.63% return. Over the past 10 years, GWPCX has underperformed DGRO with an annualized return of 8.44%, while DGRO has yielded a comparatively higher 10.99% annualized return.
GWPCX
-5.50%
-4.68%
-4.65%
6.52%
11.63%
8.44%
DGRO
-2.63%
-4.02%
-4.49%
7.41%
13.61%
10.99%
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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.
Risk-Adjusted Performance
GWPCX vs. DGRO — Risk-Adjusted Performance Rank
GWPCX
DGRO
GWPCX vs. DGRO - Risk-Adjusted Performance 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.
Dividends
GWPCX vs. DGRO - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.92%, more than DGRO's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.92% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% | 2.77% |
DGRO iShares Core Dividend Growth ETF | 2.33% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
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. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. DGRO - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 13.65% compared to iShares Core Dividend Growth ETF (DGRO) at 11.00%. 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.