KNGLX vs. DGRW
Compare and contrast key facts about CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
KNGLX is managed by CBOE Vest. It was launched on Sep 10, 2017. 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: KNGLX or DGRW.
Correlation
The correlation between KNGLX and DGRW is 0.87, 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. DGRW - Performance Comparison
Key characteristics
KNGLX:
-0.15
DGRW:
1.64
KNGLX:
-0.12
DGRW:
2.31
KNGLX:
0.98
DGRW:
1.30
KNGLX:
-0.10
DGRW:
2.84
KNGLX:
-0.34
DGRW:
7.88
KNGLX:
5.12%
DGRW:
2.26%
KNGLX:
12.01%
DGRW:
10.85%
KNGLX:
-35.70%
DGRW:
-32.04%
KNGLX:
-13.90%
DGRW:
-1.47%
Returns By Period
In the year-to-date period, KNGLX achieves a 1.87% return, which is significantly lower than DGRW's 3.92% return.
KNGLX
1.87%
0.42%
-5.16%
-2.39%
1.47%
N/A
DGRW
3.92%
2.07%
4.64%
17.27%
13.48%
12.49%
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KNGLX vs. DGRW - Expense Ratio Comparison
KNGLX has a 1.20% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
KNGLX vs. DGRW — Risk-Adjusted Performance Rank
KNGLX
DGRW
KNGLX vs. DGRW - 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 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.
Dividends
KNGLX vs. DGRW - Dividend Comparison
KNGLX's dividend yield for the trailing twelve months is around 1.08%, less than DGRW's 1.49% 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% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.49% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
KNGLX vs. DGRW - Drawdown Comparison
The maximum KNGLX drawdown since its inception was -35.70%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for KNGLX and DGRW. For additional features, visit the drawdowns tool.
Volatility
KNGLX vs. DGRW - Volatility Comparison
CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) has a higher volatility of 3.00% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 2.43%. This indicates that KNGLX's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.