PRDGX vs. VIG
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Dividend Appreciation ETF (VIG).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRDGX or VIG.
Performance
PRDGX vs. VIG - Performance Comparison
Returns By Period
In the year-to-date period, PRDGX achieves a 17.66% return, which is significantly lower than VIG's 19.54% return. Both investments have delivered pretty close results over the past 10 years, with PRDGX having a 11.84% annualized return and VIG not far behind at 11.65%.
PRDGX
17.66%
0.69%
8.55%
22.83%
12.33%
11.84%
VIG
19.54%
0.68%
11.90%
25.17%
12.78%
11.65%
Key characteristics
| PRDGX | VIG | |
|---|---|---|
| Sharpe Ratio | 2.43 | 2.57 |
| Sortino Ratio | 3.40 | 3.62 |
| Omega Ratio | 1.44 | 1.47 |
| Calmar Ratio | 4.63 | 5.06 |
| Martin Ratio | 16.38 | 16.59 |
| Ulcer Index | 1.43% | 1.55% |
| Daily Std Dev | 9.62% | 9.99% |
| Max Drawdown | -49.79% | -46.81% |
| Current Drawdown | -0.57% | -1.02% |
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PRDGX vs. VIG - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than VIG's 0.06% expense ratio.
Correlation
The correlation between PRDGX and VIG is 0.96, 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.
Risk-Adjusted Performance
PRDGX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Dividend Appreciation ETF (VIG). 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
PRDGX vs. VIG - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 0.98%, less than VIG's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.98% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
VIG Vanguard Dividend Appreciation ETF | 1.70% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
PRDGX vs. VIG - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for PRDGX and VIG. For additional features, visit the drawdowns tool.
Volatility
PRDGX vs. VIG - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 3.17%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.70%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.