AKRE vs. DGRO
AKRE (Akre Focus ETF) and DGRO (iShares Core Dividend Growth ETF) are both Large Cap Growth Equities funds. AKRE is actively managed, while DGRO is passively managed. At a 0.47 correlation, their price movements are largely independent. AKRE charges 0.98%/yr vs 0.08%/yr for DGRO.
Performance
AKRE vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, AKRE achieves a -20.09% return, which is significantly lower than DGRO's 8.84% return.
AKRE
- 1D
- -1.51%
- 1M
- -3.79%
- YTD
- -20.09%
- 6M
- -20.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 0.08%
- 1M
- 0.48%
- YTD
- 8.84%
- 6M
- 8.25%
- 1Y
- 22.81%
- 3Y*
- 16.80%
- 5Y*
- 11.08%
- 10Y*
- 13.58%
AKRE vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AKRE Akre Focus ETF | -20.09% | -3.06% |
DGRO iShares Core Dividend Growth ETF | 8.84% | 1.68% |
Correlation
The correlation between AKRE and DGRO is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 27, 2025 | 0.47 |
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Return for Risk
AKRE vs. DGRO — Risk / Return Rank
AKRE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DGRO
AKRE vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) 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.
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.
| AKRE | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.43 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.54 | — |
| Martin ratioReturn relative to average drawdown | — | 13.67 | — |
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Drawdowns
AKRE vs. DGRO - Drawdown Comparison
The maximum AKRE drawdown since its inception was -24.18%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for AKRE and DGRO.
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Drawdown Indicators
| AKRE | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.18% | -35.10% | +10.92% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.47% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.03% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -22.67% | -1.21% | -21.46% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -3.43% | -10.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.67% | — |
Volatility
AKRE vs. DGRO - Volatility Comparison
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Volatility by Period
| AKRE | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.64% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.64% | 9.55% | +11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.64% | 13.80% | +6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.64% | 16.63% | +4.01% |
AKRE vs. DGRO - Expense Ratio Comparison
AKRE has a 0.98% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Dividends
AKRE vs. DGRO - Dividend Comparison
AKRE has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.97%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKRE Akre Focus ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 1.97% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Frequently Asked Questions
AKRE and DGRO have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.98% for AKRE.
DGRO has the higher dividend yield at 1.97%, compared with 0.00% for AKRE.
They also come from different issuers: Akre Capital and iShares. Their fees differ too: 0.98% for AKRE and 0.08% for DGRO.
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