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iShares Core Dividend Growth ETF (DGRO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46434V6213

CUSIP

46434V621

Issuer

iShares

Inception Date

Jun 10, 2014

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Morningstar US Dividend Growth Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

DGRO has an expense ratio of 0.08%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

iShares Core Dividend Growth ETF (DGRO) returned 1.76% year-to-date (YTD) and 10.31% over the past 12 months. Over the past 10 years, DGRO had an annualized return of 11.38%, slightly ahead of the S&P 500 benchmark at 10.85%.


DGRO

YTD

1.76%

1M

3.53%

6M

-3.30%

1Y

10.31%

3Y*

9.13%

5Y*

13.13%

10Y*

11.38%

^GSPC (Benchmark)

YTD

0.51%

1M

5.49%

6M

-2.00%

1Y

12.02%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of DGRO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.47%1.02%-3.17%-2.65%3.28%1.76%
20241.26%3.08%3.91%-3.63%2.93%0.55%4.67%3.05%1.54%-1.18%4.83%-4.98%16.62%
20232.64%-2.75%0.78%1.80%-3.54%5.52%3.36%-2.40%-3.98%-2.62%7.11%4.90%10.47%
2022-3.24%-2.51%2.37%-5.28%1.56%-6.85%6.23%-3.52%-8.25%10.21%6.77%-3.84%-7.91%
2021-1.58%2.70%7.15%3.40%1.82%-0.39%2.62%2.24%-4.46%5.75%-1.45%6.73%26.65%
2020-1.50%-9.07%-12.81%11.63%3.66%0.37%4.31%4.84%-2.59%-2.09%12.14%3.22%9.50%
20196.24%3.77%1.06%3.76%-5.77%6.96%1.41%-1.37%3.09%1.97%3.38%2.54%29.87%
20184.80%-3.87%-2.72%-0.06%1.59%0.15%5.13%2.80%0.64%-5.37%3.74%-8.26%-2.38%
20171.14%4.76%-0.03%0.95%1.14%1.34%1.15%0.38%2.63%2.16%4.19%1.20%23.00%
2016-3.35%0.81%5.47%1.21%1.61%1.08%2.97%-0.14%-0.87%-1.45%4.81%1.82%14.52%
2015-3.68%5.28%-1.57%0.12%1.25%-2.46%1.93%-5.80%-1.64%7.96%0.04%-1.35%-0.69%
20141.42%-2.36%3.98%-0.91%2.92%2.95%0.43%8.56%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DGRO is 67, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DGRO is 6767
Overall Rank
The Sharpe Ratio Rank of DGRO is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRO is 6464
Sortino Ratio Rank
The Omega Ratio Rank of DGRO is 6565
Omega Ratio Rank
The Calmar Ratio Rank of DGRO is 7272
Calmar Ratio Rank
The Martin Ratio Rank of DGRO is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares Core Dividend Growth ETF Sharpe ratios as of Jun 1, 2025 (values are recalculated daily):

  • 1-Year: 0.78
  • 5-Year: 0.87
  • 10-Year: 0.67
  • All Time: 0.68

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares Core Dividend Growth ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

iShares Core Dividend Growth ETF provided a 2.23% dividend yield over the last twelve months, with an annual payout of $1.39 per share. The fund has been increasing its distributions for 10 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.39$1.39$1.32$1.17$1.07$1.03$0.93$0.81$0.71$0.66$0.65$0.26

Dividend yield

2.23%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%0.97%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Core Dividend Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.31$0.00$0.00$0.31
2024$0.00$0.00$0.31$0.00$0.00$0.29$0.00$0.00$0.40$0.00$0.00$0.38$1.39
2023$0.00$0.00$0.30$0.00$0.00$0.26$0.00$0.00$0.39$0.00$0.00$0.37$1.32
2022$0.00$0.00$0.26$0.00$0.00$0.24$0.00$0.00$0.34$0.00$0.00$0.33$1.17
2021$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.25$0.00$0.00$0.30$1.07
2020$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.26$0.00$0.00$0.27$1.03
2019$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.25$0.00$0.00$0.24$0.93
2018$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.23$0.00$0.00$0.20$0.81
2017$0.00$0.00$0.16$0.00$0.00$0.19$0.00$0.00$0.17$0.00$0.00$0.19$0.71
2016$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.15$0.66
2015$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.15$0.65
2014$0.17$0.00$0.00$0.09$0.26

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Core Dividend Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Core Dividend Growth ETF was 35.10%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current iShares Core Dividend Growth ETF drawdown is 3.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.1%Feb 13, 202027Mar 23, 2020161Nov 9, 2020188
-19.31%Jan 5, 2022186Sep 30, 2022303Dec 14, 2023489
-16.65%Sep 24, 201864Dec 24, 201869Apr 4, 2019133
-14.03%Dec 2, 202487Apr 8, 2025
-11.31%May 19, 201569Aug 25, 2015142Mar 18, 2016211
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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