TGVFX vs. DGRW
Compare and contrast key facts about Touchstone Growth Opportunities Fund (TGVFX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
TGVFX is managed by Touchstone. It was launched on Sep 29, 1995. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGVFX or DGRW.
Key characteristics
| TGVFX | DGRW | |
|---|---|---|
| YTD Return | 20.00% | 17.36% |
| 1Y Return | 33.03% | 26.41% |
| 3Y Return (Ann) | 8.63% | 12.66% |
| 5Y Return (Ann) | 17.44% | 15.00% |
| 10Y Return (Ann) | 12.46% | 12.95% |
| Sharpe Ratio | 1.94 | 2.38 |
| Daily Std Dev | 16.75% | 10.99% |
| Max Drawdown | -69.41% | -32.04% |
| Current Drawdown | -3.17% | -0.44% |
Correlation
The correlation between TGVFX and DGRW is 0.85, 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
TGVFX vs. DGRW - Performance Comparison
In the year-to-date period, TGVFX achieves a 20.00% return, which is significantly higher than DGRW's 17.36% return. Both investments have delivered pretty close results over the past 10 years, with TGVFX having a 12.46% annualized return and DGRW not far ahead at 12.95%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TGVFX vs. DGRW - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
TGVFX vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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
TGVFX vs. DGRW - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 2.22%, more than DGRW's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | 2.22% | 2.66% | 2.40% | 17.21% | 10.29% | 17.22% | 11.32% | 9.98% | 3.67% | 0.00% | 12.48% | 4.23% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.54% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
TGVFX vs. DGRW - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for TGVFX and DGRW. For additional features, visit the drawdowns tool.
Volatility
TGVFX vs. DGRW - Volatility Comparison
Touchstone Growth Opportunities Fund (TGVFX) has a higher volatility of 5.66% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.30%. This indicates that TGVFX's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.