Correlation
The correlation between PDGIX and VOO is 0.93, 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.
PDGIX vs. VOO
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund (PDGIX) and Vanguard S&P 500 ETF (VOO).
PDGIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDGIX or VOO.
Performance
PDGIX vs. VOO - Performance Comparison
Loading data...
Key characteristics
PDGIX:
0.44
VOO:
0.74
PDGIX:
0.64
VOO:
1.04
PDGIX:
1.09
VOO:
1.15
PDGIX:
0.37
VOO:
0.68
PDGIX:
1.21
VOO:
2.58
PDGIX:
5.09%
VOO:
4.93%
PDGIX:
16.28%
VOO:
19.54%
PDGIX:
-33.17%
VOO:
-33.99%
PDGIX:
-4.30%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PDGIX achieves a 4.79% return, which is significantly higher than VOO's 0.90% return.
PDGIX
4.79%
4.03%
-4.30%
5.83%
7.79%
11.35%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDGIX vs. VOO - Expense Ratio Comparison
PDGIX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PDGIX vs. VOO — Risk-Adjusted Performance Rank
PDGIX
VOO
PDGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund (PDGIX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
PDGIX vs. VOO - Dividend Comparison
PDGIX's dividend yield for the trailing twelve months is around 4.60%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | 4.60% | 4.80% | 2.90% | 3.99% | 2.09% | 1.15% | 1.89% | 3.81% | 2.31% | 3.20% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PDGIX vs. VOO - Drawdown Comparison
The maximum PDGIX drawdown since its inception was -33.17%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDGIX and VOO.
Loading data...
Volatility
PDGIX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund (PDGIX) is 4.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that PDGIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...