SIHAX vs. DGRO
Compare and contrast key facts about Guggenheim High Yield Fund (SIHAX) and iShares Core Dividend Growth ETF (DGRO).
SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996. 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: SIHAX or DGRO.
Correlation
The correlation between SIHAX and DGRO is 0.38, 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
SIHAX vs. DGRO - Performance Comparison
Key characteristics
SIHAX:
2.98
DGRO:
1.95
SIHAX:
5.35
DGRO:
2.76
SIHAX:
1.71
DGRO:
1.35
SIHAX:
5.66
DGRO:
3.06
SIHAX:
18.95
DGRO:
9.32
SIHAX:
0.49%
DGRO:
2.08%
SIHAX:
3.10%
DGRO:
9.94%
SIHAX:
-36.72%
DGRO:
-35.10%
SIHAX:
-0.30%
DGRO:
-1.15%
Returns By Period
In the year-to-date period, SIHAX achieves a 0.96% return, which is significantly lower than DGRO's 4.03% return. Over the past 10 years, SIHAX has underperformed DGRO with an annualized return of 4.78%, while DGRO has yielded a comparatively higher 11.70% annualized return.
SIHAX
0.96%
0.55%
3.54%
9.08%
3.90%
4.78%
DGRO
4.03%
1.95%
6.12%
17.73%
10.93%
11.70%
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SIHAX vs. DGRO - Expense Ratio Comparison
SIHAX has a 1.05% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
SIHAX vs. DGRO — Risk-Adjusted Performance Rank
SIHAX
DGRO
SIHAX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim High Yield Fund (SIHAX) 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
SIHAX vs. DGRO - Dividend Comparison
SIHAX's dividend yield for the trailing twelve months is around 6.40%, more than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIHAX Guggenheim High Yield Fund | 6.40% | 6.37% | 5.96% | 6.17% | 4.40% | 5.24% | 5.96% | 6.88% | 5.54% | 6.09% | 7.11% | 6.73% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
SIHAX vs. DGRO - Drawdown Comparison
The maximum SIHAX drawdown since its inception was -36.72%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SIHAX and DGRO. For additional features, visit the drawdowns tool.
Volatility
SIHAX vs. DGRO - Volatility Comparison
The current volatility for Guggenheim High Yield Fund (SIHAX) is 0.78%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.52%. This indicates that SIHAX 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.