Correlation
The correlation between KNGLX and VDIGX is 0.79, 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.
KNGLX vs. VDIGX
Compare and contrast key facts about CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) and Vanguard Dividend Growth Fund (VDIGX).
KNGLX is managed by CBOE Vest. It was launched on Sep 10, 2017. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KNGLX or VDIGX.
Performance
KNGLX vs. VDIGX - Performance Comparison
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Key characteristics
KNGLX:
0.37
VDIGX:
0.54
KNGLX:
0.58
VDIGX:
0.82
KNGLX:
1.08
VDIGX:
1.11
KNGLX:
0.33
VDIGX:
0.50
KNGLX:
1.05
VDIGX:
1.68
KNGLX:
4.72%
VDIGX:
4.27%
KNGLX:
15.03%
VDIGX:
14.55%
KNGLX:
-35.33%
VDIGX:
-45.23%
KNGLX:
-5.73%
VDIGX:
-3.75%
Returns By Period
In the year-to-date period, KNGLX achieves a 1.43% return, which is significantly lower than VDIGX's 2.12% return.
KNGLX
1.43%
2.01%
-5.73%
5.54%
4.93%
10.14%
N/A
VDIGX
2.12%
3.92%
-2.60%
7.85%
6.75%
11.24%
10.53%
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KNGLX vs. VDIGX - Expense Ratio Comparison
KNGLX has a 1.20% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
KNGLX vs. VDIGX — Risk-Adjusted Performance Rank
KNGLX
VDIGX
KNGLX vs. VDIGX - 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 Vanguard Dividend Growth Fund (VDIGX). 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
KNGLX vs. VDIGX - Dividend Comparison
KNGLX's dividend yield for the trailing twelve months is around 11.67%, less than VDIGX's 13.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 11.67% | 14.45% | 7.99% | 4.78% | 5.09% | 3.57% | 3.93% | 4.78% | 0.79% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 13.33% | 11.96% | 2.29% | 6.05% | 5.45% | 2.82% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
KNGLX vs. VDIGX - Drawdown Comparison
The maximum KNGLX drawdown since its inception was -35.33%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for KNGLX and VDIGX.
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Volatility
KNGLX vs. VDIGX - Volatility Comparison
CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) has a higher volatility of 4.50% compared to Vanguard Dividend Growth Fund (VDIGX) at 4.22%. This indicates that KNGLX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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