PRDGX vs. VTI
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Total Stock Market ETF (VTI).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRDGX or VTI.
Key characteristics
| PRDGX | VTI | |
|---|---|---|
| YTD Return | 5.94% | 7.25% |
| 1Y Return | 18.19% | 28.09% |
| 3Y Return (Ann) | 7.06% | 7.12% |
| 5Y Return (Ann) | 11.72% | 12.77% |
| 10Y Return (Ann) | 11.87% | 12.09% |
| Sharpe Ratio | 1.82 | 2.25 |
| Daily Std Dev | 9.54% | 12.05% |
| Max Drawdown | -49.79% | -55.45% |
| Current Drawdown | -1.99% | -2.45% |
Correlation
The correlation between PRDGX and VTI 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.
Performance
PRDGX vs. VTI - Performance Comparison
In the year-to-date period, PRDGX achieves a 5.94% return, which is significantly lower than VTI's 7.25% return. Both investments have delivered pretty close results over the past 10 years, with PRDGX having a 11.87% annualized return and VTI not far ahead at 12.09%. 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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PRDGX vs. VTI - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
PRDGX vs. VTI - 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 Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 2.63%, more than VTI's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 2.63% | 2.78% | 3.81% | 2.00% | 1.03% | 1.78% | 3.67% | 2.19% | 3.07% | 7.57% | 4.43% | 1.87% |
VTI Vanguard Total Stock Market ETF | 1.40% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
PRDGX vs. VTI - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PRDGX and VTI. For additional features, visit the drawdowns tool.
Volatility
PRDGX vs. VTI - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 2.98%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.14%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.