LNCIX vs. DGRO
Compare and contrast key facts about Ladenburg Income Fund (LNCIX) and iShares Core Dividend Growth ETF (DGRO).
LNCIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015. 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: LNCIX or DGRO.
Correlation
The correlation between LNCIX and DGRO is 0.71, 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
LNCIX vs. DGRO - Performance Comparison
Key characteristics
LNCIX:
1.26
DGRO:
1.95
LNCIX:
1.74
DGRO:
2.76
LNCIX:
1.25
DGRO:
1.35
LNCIX:
0.73
DGRO:
3.06
LNCIX:
4.07
DGRO:
9.32
LNCIX:
2.09%
DGRO:
2.08%
LNCIX:
6.76%
DGRO:
9.94%
LNCIX:
-20.47%
DGRO:
-35.10%
LNCIX:
-3.65%
DGRO:
-1.15%
Returns By Period
In the year-to-date period, LNCIX achieves a 1.92% return, which is significantly lower than DGRO's 4.03% return.
LNCIX
1.92%
1.24%
-0.98%
7.87%
0.75%
N/A
DGRO
4.03%
1.95%
6.67%
17.73%
11.00%
11.77%
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LNCIX vs. DGRO - Expense Ratio Comparison
LNCIX has a 0.85% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
LNCIX vs. DGRO — Risk-Adjusted Performance Rank
LNCIX
DGRO
LNCIX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Income Fund (LNCIX) 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
LNCIX vs. DGRO - Dividend Comparison
LNCIX's dividend yield for the trailing twelve months is around 2.75%, more than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNCIX Ladenburg Income Fund | 2.75% | 2.87% | 2.30% | 2.02% | 1.33% | 1.24% | 2.26% | 1.68% | 2.10% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
LNCIX vs. DGRO - Drawdown Comparison
The maximum LNCIX drawdown since its inception was -20.47%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for LNCIX and DGRO. For additional features, visit the drawdowns tool.
Volatility
LNCIX vs. DGRO - Volatility Comparison
The current volatility for Ladenburg Income Fund (LNCIX) is 1.49%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.52%. This indicates that LNCIX 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.