YACKX vs. DGRO
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and iShares Core Dividend Growth ETF (DGRO).
YACKX is managed by AMG. It was launched on Jul 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: YACKX or DGRO.
Correlation
The correlation between YACKX and DGRO is 0.88, 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
YACKX vs. DGRO - Performance Comparison
Key characteristics
YACKX:
-0.26
DGRO:
1.59
YACKX:
-0.22
DGRO:
2.24
YACKX:
0.96
DGRO:
1.29
YACKX:
-0.25
DGRO:
2.64
YACKX:
-1.47
DGRO:
9.76
YACKX:
2.39%
DGRO:
1.60%
YACKX:
13.55%
DGRO:
9.82%
YACKX:
-55.37%
DGRO:
-35.10%
YACKX:
-14.05%
DGRO:
-5.92%
Returns By Period
In the year-to-date period, YACKX achieves a -4.58% return, which is significantly lower than DGRO's 15.46% return. Over the past 10 years, YACKX has underperformed DGRO with an annualized return of 7.64%, while DGRO has yielded a comparatively higher 11.19% annualized return.
YACKX
-4.58%
-12.70%
-8.65%
-2.58%
7.19%
7.64%
DGRO
15.46%
-3.02%
6.16%
17.40%
10.29%
11.19%
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YACKX vs. DGRO - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
YACKX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) 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
YACKX vs. DGRO - Dividend Comparison
YACKX has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 0.00% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% | 0.90% |
DGRO iShares Core Dividend Growth ETF | 2.28% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
YACKX vs. DGRO - Drawdown Comparison
The maximum YACKX drawdown since its inception was -55.37%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for YACKX and DGRO. For additional features, visit the drawdowns tool.
Volatility
YACKX vs. DGRO - Volatility Comparison
AMG Yacktman Fund (YACKX) has a higher volatility of 10.34% compared to iShares Core Dividend Growth ETF (DGRO) at 3.31%. This indicates that YACKX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.