PRSGX vs. DGRO
Compare and contrast key facts about T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) and iShares Core Dividend Growth ETF (DGRO).
PRSGX is managed by T. Rowe Price. It was launched on Jun 29, 1990. 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: PRSGX or DGRO.
Correlation
The correlation between PRSGX and DGRO is 0.89, 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
PRSGX vs. DGRO - Performance Comparison
Key characteristics
PRSGX:
0.93
DGRO:
1.88
PRSGX:
1.26
DGRO:
2.65
PRSGX:
1.18
DGRO:
1.34
PRSGX:
0.65
DGRO:
2.93
PRSGX:
3.34
DGRO:
8.91
PRSGX:
3.46%
DGRO:
2.08%
PRSGX:
12.37%
DGRO:
9.90%
PRSGX:
-62.07%
DGRO:
-35.10%
PRSGX:
-7.88%
DGRO:
-0.45%
Returns By Period
The year-to-date returns for both investments are quite close, with PRSGX having a 4.55% return and DGRO slightly higher at 4.76%. Over the past 10 years, PRSGX has underperformed DGRO with an annualized return of 1.80%, while DGRO has yielded a comparatively higher 11.79% annualized return.
PRSGX
4.55%
1.06%
1.52%
11.82%
3.05%
1.80%
DGRO
4.76%
1.82%
6.89%
18.24%
11.28%
11.79%
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PRSGX vs. DGRO - Expense Ratio Comparison
PRSGX has a 0.73% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
PRSGX vs. DGRO — Risk-Adjusted Performance Rank
PRSGX
DGRO
PRSGX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) 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
PRSGX vs. DGRO - Dividend Comparison
PRSGX's dividend yield for the trailing twelve months is around 0.93%, less than DGRO's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRSGX T. Rowe Price Spectrum Diversified Equity Fund | 0.93% | 0.97% | 0.91% | 0.68% | 0.61% | 0.82% | 1.29% | 1.35% | 1.07% | 1.19% | 1.24% | 9.26% |
DGRO iShares Core Dividend Growth ETF | 2.16% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
PRSGX vs. DGRO - Drawdown Comparison
The maximum PRSGX drawdown since its inception was -62.07%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PRSGX and DGRO. For additional features, visit the drawdowns tool.
Volatility
PRSGX vs. DGRO - Volatility Comparison
T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 2.43% and 2.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.