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iShares Core Dividend Growth ETF

DGRO
ETF · Currency in USD
ISIN
US46434V6213
CUSIP
46434V621
Issuer
iShares
Inception Date
Jun 10, 2014
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.08%
Index Tracked
Morningstar US Dividend Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

DGROPrice Chart


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DGROPerformance

The chart shows the growth of $10,000 invested in iShares Core Dividend Growth ETF on Jun 13, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,879 for a total return of roughly 148.79%. All prices are adjusted for splits and dividends.


DGRO (iShares Core Dividend Growth ETF)
Benchmark (S&P 500)

DGROReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.17%
6M5.65%
YTD18.02%
1Y29.37%
5Y16.62%
10Y13.22%

DGROMonthly Returns Heatmap


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DGROSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core Dividend Growth ETF Sharpe ratio is 2.22. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


DGRO (iShares Core Dividend Growth ETF)
Benchmark (S&P 500)

DGRODividends

iShares Core Dividend Growth ETF granted a 2.01% dividend yield in the last twelve months, as of Oct 22, 2021. The annual payout for that period amounted to $1.05 per share.


PeriodTTM2020201920182017201620152014
Dividend$1.05$1.03$0.93$0.81$0.71$0.50$0.65$0.26

Dividend yield

2.01%2.30%2.21%2.44%2.03%1.72%2.52%0.97%

DGRODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


DGRO (iShares Core Dividend Growth ETF)
Benchmark (S&P 500)

DGROWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core Dividend Growth ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core Dividend Growth ETF is 35.10%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.1%Feb 13, 202027Mar 23, 2020161Nov 9, 2020188
-16.65%Sep 24, 201864Dec 24, 201869Apr 4, 2019133
-11.31%May 21, 201567Aug 25, 2015142Mar 18, 2016209
-10.58%Jan 29, 201839Mar 23, 2018103Aug 20, 2018142
-6.16%Sep 22, 201419Oct 16, 201411Oct 31, 201430
-6.08%Jul 29, 201913Aug 14, 201919Sep 11, 201932
-5.77%May 1, 201922May 31, 201912Jun 18, 201934
-5.12%Dec 30, 201422Jan 30, 201516Feb 24, 201538
-4.97%Jun 24, 20162Jun 27, 20168Jul 8, 201610
-4.93%Aug 17, 202132Sep 30, 2021

DGROVolatility Chart

Current iShares Core Dividend Growth ETF volatility is 11.35%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


DGRO (iShares Core Dividend Growth ETF)
Benchmark (S&P 500)

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