TGIGX vs. WKLY
Compare and contrast key facts about TCW Relative Value Dividend Appreciation Fund (TGIGX) and SoFi Weekly Dividend ETF (WKLY).
TGIGX is managed by TCW. It was launched on Sep 19, 1986. WKLY is a passively managed fund by Toroso Investments that tracks the performance of the SoFi Sustainable Dividend Index. It was launched on May 11, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGIGX or WKLY.
Correlation
The correlation between TGIGX and WKLY is 0.87, 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
TGIGX vs. WKLY - Performance Comparison
Key characteristics
Returns By Period
TGIGX
10.10%
0.00%
0.00%
10.87%
10.71%
8.12%
WKLY
N/A
N/A
N/A
N/A
N/A
N/A
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TGIGX vs. WKLY - Expense Ratio Comparison
TGIGX has a 0.90% expense ratio, which is higher than WKLY's 0.49% expense ratio.
Risk-Adjusted Performance
TGIGX vs. WKLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Relative Value Dividend Appreciation Fund (TGIGX) and SoFi Weekly Dividend ETF (WKLY). 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
TGIGX vs. WKLY - Dividend Comparison
TGIGX's dividend yield for the trailing twelve months is around 3.46%, while WKLY has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGIGX TCW Relative Value Dividend Appreciation Fund | 3.15% | 1.42% | 1.90% | 1.55% | 2.12% | 2.08% | 2.30% | 2.27% | 1.59% | 1.46% | 1.29% | 1.07% |
WKLY SoFi Weekly Dividend ETF | 0.24% | 2.93% | 3.20% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TGIGX vs. WKLY - Drawdown Comparison
Volatility
TGIGX vs. WKLY - Volatility Comparison
The current volatility for TCW Relative Value Dividend Appreciation Fund (TGIGX) is 0.00%, while SoFi Weekly Dividend ETF (WKLY) has a volatility of 0.00%. This indicates that TGIGX experiences smaller price fluctuations and is considered to be less risky than WKLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.