KNGLX vs. DGRO
Compare and contrast key facts about CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) and iShares Core Dividend Growth ETF (DGRO).
KNGLX is managed by CBOE Vest. It was launched on Sep 10, 2017. 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: KNGLX or DGRO.
Correlation
The correlation between KNGLX and DGRO is 0.92, 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
KNGLX vs. DGRO - Performance Comparison
Key characteristics
KNGLX:
-0.15
DGRO:
1.88
KNGLX:
-0.12
DGRO:
2.66
KNGLX:
0.98
DGRO:
1.34
KNGLX:
-0.10
DGRO:
2.93
KNGLX:
-0.34
DGRO:
8.92
KNGLX:
5.12%
DGRO:
2.08%
KNGLX:
12.01%
DGRO:
9.89%
KNGLX:
-35.70%
DGRO:
-35.10%
KNGLX:
-13.90%
DGRO:
-0.20%
Returns By Period
In the year-to-date period, KNGLX achieves a 1.87% return, which is significantly lower than DGRO's 5.02% return.
KNGLX
1.87%
0.42%
-5.16%
-2.39%
1.47%
N/A
DGRO
5.02%
2.92%
6.98%
19.00%
11.35%
11.80%
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KNGLX vs. DGRO - Expense Ratio Comparison
KNGLX has a 1.20% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
KNGLX vs. DGRO — Risk-Adjusted Performance Rank
KNGLX
DGRO
KNGLX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) 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
KNGLX vs. DGRO - Dividend Comparison
KNGLX's dividend yield for the trailing twelve months is around 1.08%, less than DGRO's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 1.08% | 1.17% | 1.32% | 1.15% | 1.14% | 1.28% | 1.20% | 1.49% | 0.19% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.15% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
KNGLX vs. DGRO - Drawdown Comparison
The maximum KNGLX drawdown since its inception was -35.70%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for KNGLX and DGRO. For additional features, visit the drawdowns tool.
Volatility
KNGLX vs. DGRO - Volatility Comparison
CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) has a higher volatility of 2.99% compared to iShares Core Dividend Growth ETF (DGRO) at 2.52%. This indicates that KNGLX'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.