Correlation
The correlation between LCEAX and DGRO is 0.82, 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.
LCEAX vs. DGRO
Compare and contrast key facts about Invesco Diversified Dividend Fund (LCEAX) and iShares Core Dividend Growth ETF (DGRO).
LCEAX is managed by Invesco. It was launched on Dec 31, 2001. 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: LCEAX or DGRO.
Performance
LCEAX vs. DGRO - Performance Comparison
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Key characteristics
LCEAX:
-0.08
DGRO:
0.71
LCEAX:
0.13
DGRO:
1.25
LCEAX:
1.02
DGRO:
1.18
LCEAX:
0.01
DGRO:
0.89
LCEAX:
0.02
DGRO:
3.50
LCEAX:
8.85%
DGRO:
3.57%
LCEAX:
18.00%
DGRO:
15.17%
LCEAX:
-53.71%
DGRO:
-35.10%
LCEAX:
-16.65%
DGRO:
-3.03%
Returns By Period
In the year-to-date period, LCEAX achieves a 2.71% return, which is significantly higher than DGRO's 2.04% return. Over the past 10 years, LCEAX has underperformed DGRO with an annualized return of 1.73%, while DGRO has yielded a comparatively higher 11.51% annualized return.
LCEAX
2.71%
2.18%
-11.17%
-1.44%
-0.68%
1.99%
1.73%
DGRO
2.04%
2.45%
-2.76%
10.61%
9.54%
12.46%
11.51%
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LCEAX vs. DGRO - Expense Ratio Comparison
LCEAX has a 0.81% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
LCEAX vs. DGRO — Risk-Adjusted Performance Rank
LCEAX
DGRO
LCEAX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Diversified Dividend Fund (LCEAX) 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.
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Dividends
LCEAX vs. DGRO - Dividend Comparison
LCEAX's dividend yield for the trailing twelve months is around 11.64%, more than DGRO's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCEAX Invesco Diversified Dividend Fund | 11.64% | 12.00% | 7.87% | 12.23% | 18.25% | 3.76% | 5.02% | 7.74% | 2.52% | 4.08% | 5.89% | 3.49% |
DGRO iShares Core Dividend Growth ETF | 2.22% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
LCEAX vs. DGRO - Drawdown Comparison
The maximum LCEAX drawdown since its inception was -53.71%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for LCEAX and DGRO.
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Volatility
LCEAX vs. DGRO - Volatility Comparison
The current volatility for Invesco Diversified Dividend Fund (LCEAX) is 3.93%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 4.33%. This indicates that LCEAX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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