TDVG vs. RWMGX
Compare and contrast key facts about T. Rowe Price Dividend Growth ETF (TDVG) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX).
TDVG is an actively managed fund by T. Rowe Price. It was launched on Aug 4, 2020. RWMGX is managed by American Funds.
Performance
TDVG vs. RWMGX - Performance Comparison
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TDVG vs. RWMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TDVG T. Rowe Price Dividend Growth ETF | -0.22% | 14.80% | 13.45% | 13.95% | -10.15% | 26.20% | 12.98% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -3.10% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 12.75% |
Returns By Period
In the year-to-date period, TDVG achieves a -0.22% return, which is significantly higher than RWMGX's -3.10% return.
TDVG
- 1D
- 0.22%
- 1M
- -4.75%
- YTD
- -0.22%
- 6M
- 2.16%
- 1Y
- 11.84%
- 3Y*
- 13.19%
- 5Y*
- 9.66%
- 10Y*
- —
RWMGX
- 1D
- 2.22%
- 1M
- -5.83%
- YTD
- -3.10%
- 6M
- -1.25%
- 1Y
- 13.30%
- 3Y*
- 16.48%
- 5Y*
- 11.52%
- 10Y*
- 12.45%
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TDVG vs. RWMGX - Expense Ratio Comparison
TDVG has a 0.50% expense ratio, which is higher than RWMGX's 0.27% expense ratio.
Return for Risk
TDVG vs. RWMGX — Risk / Return Rank
TDVG
RWMGX
TDVG vs. RWMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth ETF (TDVG) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). 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.
| TDVG | RWMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.89 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.37 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.38 | -0.31 |
Martin ratioReturn relative to average drawdown | 5.01 | 6.17 | -1.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TDVG | RWMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.89 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.82 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.79 | +0.07 |
Correlation
The correlation between TDVG and RWMGX is 0.94, 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.
Dividends
TDVG vs. RWMGX - Dividend Comparison
TDVG's dividend yield for the trailing twelve months is around 1.06%, less than RWMGX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDVG T. Rowe Price Dividend Growth ETF | 1.06% | 1.00% | 1.06% | 1.31% | 1.15% | 0.80% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.74% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
Drawdowns
TDVG vs. RWMGX - Drawdown Comparison
The maximum TDVG drawdown since its inception was -19.20%, smaller than the maximum RWMGX drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for TDVG and RWMGX.
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Drawdown Indicators
| TDVG | RWMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.20% | -34.64% | +15.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -10.36% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -18.46% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.64% | — |
Current DrawdownCurrent decline from peak | -5.09% | -6.32% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -3.14% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.32% | +0.06% |
Volatility
TDVG vs. RWMGX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth ETF (TDVG) is 4.06%, while American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a volatility of 4.41%. This indicates that TDVG experiences smaller price fluctuations and is considered to be less risky than RWMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TDVG | RWMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 4.41% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 8.28% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.99% | 15.30% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 14.13% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.03% | 16.33% | -2.30% |