Correlation
The correlation between HHDVX and DGRW is 0.85, 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.
HHDVX vs. DGRW
Compare and contrast key facts about Hamlin High Dividend Equity Fund (HHDVX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHDVX or DGRW.
Performance
HHDVX vs. DGRW - Performance Comparison
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Key characteristics
HHDVX:
0.92
DGRW:
0.56
HHDVX:
1.29
DGRW:
0.83
HHDVX:
1.18
DGRW:
1.12
HHDVX:
0.97
DGRW:
0.51
HHDVX:
3.96
DGRW:
1.85
HHDVX:
3.50%
DGRW:
4.48%
HHDVX:
16.15%
DGRW:
16.55%
HHDVX:
-36.13%
DGRW:
-32.04%
HHDVX:
-2.80%
DGRW:
-4.81%
Returns By Period
In the year-to-date period, HHDVX achieves a 1.96% return, which is significantly higher than DGRW's 0.39% return. Over the past 10 years, HHDVX has underperformed DGRW with an annualized return of 9.29%, while DGRW has yielded a comparatively higher 12.07% annualized return.
HHDVX
1.96%
4.39%
-1.59%
14.73%
11.66%
16.03%
9.29%
DGRW
0.39%
4.15%
-4.51%
9.29%
11.60%
14.67%
12.07%
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HHDVX vs. DGRW - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
HHDVX vs. DGRW — Risk-Adjusted Performance Rank
HHDVX
DGRW
HHDVX vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
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Dividends
HHDVX vs. DGRW - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 5.47%, more than DGRW's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 5.47% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 2.50% | 2.36% | 2.57% | 6.54% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.59% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
HHDVX vs. DGRW - Drawdown Comparison
The maximum HHDVX drawdown since its inception was -36.13%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for HHDVX and DGRW.
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Volatility
HHDVX vs. DGRW - Volatility Comparison
Hamlin High Dividend Equity Fund (HHDVX) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 4.34% and 4.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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