Correlation
The correlation between SHCDX and DGRO is 0.22, 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.
SHCDX vs. DGRO
Compare and contrast key facts about Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) and iShares Core Dividend Growth ETF (DGRO).
SHCDX is managed by Stone Harbor. It was launched on May 31, 2011. 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: SHCDX or DGRO.
Performance
SHCDX vs. DGRO - Performance Comparison
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Key characteristics
SHCDX:
1.88
DGRO:
0.78
SHCDX:
2.31
DGRO:
1.12
SHCDX:
1.46
DGRO:
1.16
SHCDX:
1.65
DGRO:
0.79
SHCDX:
7.17
DGRO:
3.10
SHCDX:
0.89%
DGRO:
3.57%
SHCDX:
3.48%
DGRO:
15.20%
SHCDX:
-26.24%
DGRO:
-35.10%
SHCDX:
-0.82%
DGRO:
-3.30%
Returns By Period
In the year-to-date period, SHCDX achieves a 2.13% return, which is significantly higher than DGRO's 1.76% return. Over the past 10 years, SHCDX has underperformed DGRO with an annualized return of 3.97%, while DGRO has yielded a comparatively higher 11.38% annualized return.
SHCDX
2.13%
0.40%
1.40%
6.51%
6.06%
5.00%
3.97%
DGRO
1.76%
3.28%
-3.30%
11.82%
9.13%
13.13%
11.38%
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SHCDX vs. DGRO - Expense Ratio Comparison
SHCDX has a 1.02% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
SHCDX vs. DGRO — Risk-Adjusted Performance Rank
SHCDX
DGRO
SHCDX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) 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.
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Dividends
SHCDX vs. DGRO - Dividend Comparison
SHCDX's dividend yield for the trailing twelve months is around 6.26%, more than DGRO's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHCDX Virtus Stone Harbor Emerg Mkts Corp Dbt | 6.26% | 6.33% | 5.73% | 5.52% | 4.65% | 5.28% | 4.72% | 6.08% | 4.10% | 5.44% | 5.04% | 4.81% |
DGRO iShares Core Dividend Growth ETF | 2.23% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
SHCDX vs. DGRO - Drawdown Comparison
The maximum SHCDX drawdown since its inception was -26.24%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SHCDX and DGRO.
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Volatility
SHCDX vs. DGRO - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) is 0.94%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 4.35%. This indicates that SHCDX 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.
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