PDT vs. VDIGX
Compare and contrast key facts about John Hancock Premium Dividend Fund (PDT) and Vanguard Dividend Growth Fund (VDIGX).
PDT is managed by John Hancock. It was launched on Dec 14, 1989. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDT or VDIGX.
Correlation
The correlation between PDT and VDIGX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PDT vs. VDIGX - Performance Comparison
Key characteristics
PDT:
2.29
VDIGX:
0.02
PDT:
3.12
VDIGX:
0.10
PDT:
1.39
VDIGX:
1.02
PDT:
1.14
VDIGX:
0.02
PDT:
11.09
VDIGX:
0.07
PDT:
2.91%
VDIGX:
3.91%
PDT:
14.04%
VDIGX:
12.94%
PDT:
-62.39%
VDIGX:
-46.89%
PDT:
-4.02%
VDIGX:
-12.14%
Returns By Period
In the year-to-date period, PDT achieves a 1.77% return, which is significantly higher than VDIGX's 1.55% return. Over the past 10 years, PDT has outperformed VDIGX with an annualized return of 7.63%, while VDIGX has yielded a comparatively lower 6.58% annualized return.
PDT
1.77%
5.84%
12.60%
32.39%
1.12%
7.63%
VDIGX
1.55%
-7.47%
-5.32%
-0.32%
4.92%
6.58%
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PDT vs. VDIGX - Expense Ratio Comparison
PDT has a 5.06% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
PDT vs. VDIGX — Risk-Adjusted Performance Rank
PDT
VDIGX
PDT vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Premium Dividend Fund (PDT) and Vanguard Dividend Growth Fund (VDIGX). 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
PDT vs. VDIGX - Dividend Comparison
PDT's dividend yield for the trailing twelve months is around 7.73%, more than VDIGX's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDT John Hancock Premium Dividend Fund | 7.73% | 7.82% | 10.20% | 9.09% | 6.45% | 8.47% | 6.73% | 8.73% | 9.98% | 9.17% | 7.88% | 7.32% |
VDIGX Vanguard Dividend Growth Fund | 1.84% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
PDT vs. VDIGX - Drawdown Comparison
The maximum PDT drawdown since its inception was -62.39%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for PDT and VDIGX. For additional features, visit the drawdowns tool.
Volatility
PDT vs. VDIGX - Volatility Comparison
The current volatility for John Hancock Premium Dividend Fund (PDT) is 4.55%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 10.44%. This indicates that PDT experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.