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LCEAX vs. DGRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LCEAX vs. DGRO

Last updated May 12, 2025

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.

Correlation

The correlation between LCEAX and DGRO is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

LCEAX vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Diversified Dividend Fund (LCEAX) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

LCEAX

YTD

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1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DGRO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

LCEAX
Invesco Diversified Dividend Fund
DGRO
iShares Core Dividend Growth ETF

Risk-Adjusted Performance

LCEAX vs. DGRO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LCEAX
The Risk-Adjusted Performance Rank of LCEAX is 1414
Overall Rank
The Sharpe Ratio Rank of LCEAX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LCEAX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of LCEAX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of LCEAX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of LCEAX is 1515
Martin Ratio Rank
DGRO
The Risk-Adjusted Performance Rank of DGRO is 6565
Overall Rank
The Sharpe Ratio Rank of DGRO is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRO is 6262
Sortino Ratio Rank
The Omega Ratio Rank of DGRO is 6464
Omega Ratio Rank
The Calmar Ratio Rank of DGRO is 7070
Calmar Ratio Rank
The Martin Ratio Rank of DGRO is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.29%.

TTM20242023202220212020201920182017201620152014
LCEAX
Invesco Diversified Dividend Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DGRO
iShares Core Dividend Growth ETF		2.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LCEAX vs. DGRO - Drawdown Comparison

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Volatility

LCEAX vs. DGRO - Volatility Comparison

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