SOPAX vs. DGRO
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and iShares Core Dividend Growth ETF (DGRO).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. 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: SOPAX or DGRO.
Correlation
The correlation between SOPAX and DGRO is 0.91, 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
SOPAX vs. DGRO - Performance Comparison
Key characteristics
SOPAX:
0.15
DGRO:
0.51
SOPAX:
0.30
DGRO:
0.81
SOPAX:
1.05
DGRO:
1.12
SOPAX:
0.13
DGRO:
0.54
SOPAX:
0.37
DGRO:
2.31
SOPAX:
6.18%
DGRO:
3.29%
SOPAX:
15.57%
DGRO:
14.84%
SOPAX:
-52.17%
DGRO:
-35.10%
SOPAX:
-11.78%
DGRO:
-7.39%
Returns By Period
In the year-to-date period, SOPAX achieves a -1.13% return, which is significantly higher than DGRO's -2.54% return. Over the past 10 years, SOPAX has underperformed DGRO with an annualized return of 5.10%, while DGRO has yielded a comparatively higher 10.93% annualized return.
SOPAX
-1.13%
-2.80%
-8.42%
2.29%
7.75%
5.10%
DGRO
-2.54%
-3.96%
-3.79%
7.83%
13.62%
10.93%
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SOPAX vs. DGRO - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
SOPAX vs. DGRO — Risk-Adjusted Performance Rank
SOPAX
DGRO
SOPAX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) 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
SOPAX vs. DGRO - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.29%, less than DGRO's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.29% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
DGRO iShares Core Dividend Growth ETF | 2.33% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
SOPAX vs. DGRO - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SOPAX and DGRO. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. DGRO - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 10.42%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 11.00%. This indicates that SOPAX 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.