PDCGX vs. DGRO
Compare and contrast key facts about Prudential Day One 2015 Fund (PDCGX) and iShares Core Dividend Growth ETF (DGRO).
PDCGX is managed by PGIM Funds (Prudential). It was launched on Dec 12, 2016. 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: PDCGX or DGRO.
Key characteristics
| PDCGX | DGRO | |
|---|---|---|
| YTD Return | 8.35% | 17.49% |
| 1Y Return | 10.66% | 24.97% |
| 3Y Return (Ann) | 1.34% | 9.80% |
| 5Y Return (Ann) | 4.50% | 12.46% |
| Sharpe Ratio | 1.31 | 2.40 |
| Daily Std Dev | 7.96% | 10.18% |
| Max Drawdown | -16.88% | -35.10% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between PDCGX and DGRO is 0.76, 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
PDCGX vs. DGRO - Performance Comparison
In the year-to-date period, PDCGX achieves a 8.35% return, which is significantly lower than DGRO's 17.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PDCGX vs. DGRO - Expense Ratio Comparison
PDCGX has a 0.26% expense ratio, which is higher than DGRO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PDCGX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Day One 2015 Fund (PDCGX) 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
PDCGX vs. DGRO - Dividend Comparison
PDCGX's dividend yield for the trailing twelve months is around 2.72%, more than DGRO's 2.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PDCGX Prudential Day One 2015 Fund | 2.72% | 2.95% | 8.06% | 9.60% | 2.29% | 4.25% | 4.21% | 1.44% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.18% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
PDCGX vs. DGRO - Drawdown Comparison
The maximum PDCGX drawdown since its inception was -16.88%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PDCGX and DGRO. For additional features, visit the drawdowns tool.
Volatility
PDCGX vs. DGRO - Volatility Comparison
The current volatility for Prudential Day One 2015 Fund (PDCGX) is 1.49%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.75%. This indicates that PDCGX 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.