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ISIN
US46434V6213
CUSIP
46434V621
Issuer
iShares
Inception Date
Jun 10, 2014
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Morningstar US Dividend Growth Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$41B

Share Price Chart


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Performance

DGRO Performance Chart

iShares Core Dividend Growth ETF (DGRO) is up 8.2% since the beginning of the year. DGRO is currently trading at $75 per share. Investors who bought $1,000 worth of DGRO shares 5 years ago would now be looking at an investment worth $1,646.


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S&P 500 Index

Returns By Period

iShares Core Dividend Growth ETF (DGRO) has returned 8.17% so far this year and 20.99% over the past 12 months. Over the last ten years, DGRO has had an annualized return of 13.23%, just under the S&P 500 Index benchmark’s 13.24%.


iShares Core Dividend Growth ETF

1D
-0.78%
1M
2.19%
YTD
8.17%
6M
7.85%
1Y
20.99%
3Y*
16.53%
5Y*
10.48%
10Y*
13.23%

Benchmark (S&P 500 Index)

1D
-1.62%
1M
-1.97%
YTD
6.16%
6M
5.52%
1Y
20.34%
3Y*
19.12%
5Y*
11.34%
10Y*
13.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DGRO Monthly Returns History

Based on dividend-adjusted daily data since Jun 12, 2014, DGRO's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +12.1%, while the worst month was Mar 2020 at -12.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, DGRO closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -11.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.47%2.85%-4.56%5.00%1.67%-0.24%8.17%
20253.47%1.02%-3.17%-2.65%3.28%3.48%1.09%3.54%2.28%0.01%2.70%-0.09%15.69%
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%26.64%

Benchmark Metrics

iShares Core Dividend Growth ETF has an annualized alpha of 1.93%, beta of 0.87, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since June 12, 2014.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.39%) than losses (87.04%) - typical of diversified or defensive assets.
  • With beta of 0.87 and R2 of 0.89, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.93%
Beta
0.87
0.89
Upside Capture
91.39%
Downside Capture
87.04%

Expense Ratio

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


Return for Risk

Risk / Return Rank

DGRO ranks 81 for risk / return — in the top 81% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


DGRO Risk / Return Rank: 8181
Overall Rank
DGRO Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 8585
Sortino Ratio Rank
DGRO Omega Ratio Rank: 8181
Omega Ratio Rank
DGRO Calmar Ratio Rank: 7777
Calmar Ratio Rank
DGRO Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DGROBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.54

Sortino ratioReturn per unit of downside risk

+0.94

Omega ratioGain probability vs. loss probability

1.40

1.30

+0.09

Calmar ratioReturn relative to maximum drawdown

3.26

2.25

+1.01

Martin ratioReturn relative to average drawdown

12.55

10.14

+2.41

Dividends

Dividend History

iShares Core Dividend Growth ETF provided a 1.97% dividend yield over the last twelve months, with an annual payout of $1.47 per share. The fund has been increasing its distributions for 11 consecutive years.


1.90%2.00%2.10%2.20%2.30%2.40%2.50%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.47$1.45$1.39$1.32$1.17$1.07$1.03$0.93$0.81$0.71$0.66$0.65

Dividend yield

1.97%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%

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
2026$0.00$0.00$0.33$0.00$0.00$0.00$0.33
2025$0.00$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.37$0.00$0.00$0.45$1.45
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$0.23$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

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 1.35%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-35.10%Mar 2020
1mo 9d7mo 21d
9moFeb 2020 - Nov 2020
Bear market2022
-19.31%Sep 2022
8mo 28d1y 2mo
1y 11moJan 2022 - Dec 2023
Rate-hike selloffLate 2018
-16.65%Dec 2018
3mo 1d3mo 11d
6mo 12dSep 2018 - Apr 2019
2025 selloff2025
-14.03%Apr 2025
4mo 7d2mo 23d
7moDec 2024 - Jun 2025
2015 correction2015
-11.31%Aug 2015
3mo 8d6mo 26d
10mo 4dMay 2015 - Mar 2016

Drawdown Indicators


DGROBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-35.10%

-56.78%

+21.68%

Max Drawdown (1Y)

Largest decline over 1 year

-6.47%

-9.10%

+2.63%

Max Drawdown (3Y)

Largest decline over 3 years

-14.03%

-18.90%

+4.87%

Max Drawdown (5Y)

Largest decline over 5 years

-19.31%

-25.43%

+6.12%

Max Drawdown (10Y)

Largest decline over 10 years

-35.10%

-33.92%

-1.18%

Current Drawdown

Current decline from peak

-1.35%

-4.50%

+3.15%

Average Drawdown

Average peak-to-trough decline

-3.44%

-10.72%

+7.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.68%

2.01%

-0.33%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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