PLIIX vs. DGRO
Compare and contrast key facts about Pacific Funds Core Income (PLIIX) and iShares Core Dividend Growth ETF (DGRO).
PLIIX is managed by Pacific Funds Series Trust. It was launched on Dec 31, 2010. 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: PLIIX or DGRO.
Key characteristics
| PLIIX | DGRO | |
|---|---|---|
| YTD Return | 5.53% | 16.47% |
| 1Y Return | 11.22% | 23.34% |
| 3Y Return (Ann) | -0.08% | 8.98% |
| 5Y Return (Ann) | 1.91% | 12.27% |
| 10Y Return (Ann) | 2.75% | 11.87% |
| Sharpe Ratio | 1.99 | 2.27 |
| Daily Std Dev | 5.51% | 10.16% |
| Max Drawdown | -16.99% | -35.10% |
| Current Drawdown | -0.50% | -0.26% |
Correlation
The correlation between PLIIX and DGRO is 0.00, 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
PLIIX vs. DGRO - Performance Comparison
In the year-to-date period, PLIIX achieves a 5.53% return, which is significantly lower than DGRO's 16.47% return. Over the past 10 years, PLIIX has underperformed DGRO with an annualized return of 2.75%, while DGRO has yielded a comparatively higher 11.87% annualized 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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PLIIX vs. DGRO - Expense Ratio Comparison
PLIIX has a 0.55% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
PLIIX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Core Income (PLIIX) 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
PLIIX vs. DGRO - Dividend Comparison
PLIIX's dividend yield for the trailing twelve months is around 4.66%, more than DGRO's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | 4.66% | 4.27% | 3.32% | 4.29% | 3.04% | 3.07% | 3.50% | 2.90% | 2.96% | 3.32% | 3.30% | 4.85% |
DGRO iShares Core Dividend Growth ETF | 2.20% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
PLIIX vs. DGRO - Drawdown Comparison
The maximum PLIIX drawdown since its inception was -16.99%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PLIIX and DGRO. For additional features, visit the drawdowns tool.
Volatility
PLIIX vs. DGRO - Volatility Comparison
The current volatility for Pacific Funds Core Income (PLIIX) is 1.06%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.67%. This indicates that PLIIX 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.