SDHC vs. DGRO
Compare and contrast key facts about Smith Douglas Homes Corp (SDHC) and iShares Core Dividend Growth ETF (DGRO).
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: SDHC or DGRO.
Correlation
The correlation between SDHC and DGRO is 0.31, 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
SDHC vs. DGRO - Performance Comparison
Key characteristics
SDHC:
-0.32
DGRO:
1.88
SDHC:
-0.15
DGRO:
2.65
SDHC:
0.98
DGRO:
1.34
SDHC:
-0.37
DGRO:
2.93
SDHC:
-0.77
DGRO:
8.91
SDHC:
19.66%
DGRO:
2.08%
SDHC:
48.17%
DGRO:
9.90%
SDHC:
-41.69%
DGRO:
-35.10%
SDHC:
-38.54%
DGRO:
-0.45%
Returns By Period
In the year-to-date period, SDHC achieves a -7.25% return, which is significantly lower than DGRO's 4.76% return.
SDHC
-7.25%
-4.96%
-33.94%
-16.24%
N/A
N/A
DGRO
4.76%
1.82%
6.89%
18.24%
11.28%
11.79%
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Risk-Adjusted Performance
SDHC vs. DGRO — Risk-Adjusted Performance Rank
SDHC
DGRO
SDHC vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Smith Douglas Homes Corp (SDHC) 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
SDHC vs. DGRO - Dividend Comparison
SDHC has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDHC Smith Douglas Homes Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
SDHC vs. DGRO - Drawdown Comparison
The maximum SDHC drawdown since its inception was -41.69%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SDHC and DGRO. For additional features, visit the drawdowns tool.
Volatility
SDHC vs. DGRO - Volatility Comparison
Smith Douglas Homes Corp (SDHC) has a higher volatility of 13.49% compared to iShares Core Dividend Growth ETF (DGRO) at 2.44%. This indicates that SDHC's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.