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ARDGX vs. DGRO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ARDGX vs. DGRO

Last updated Apr 2, 2026

Compare and contrast key facts about Archer Dividend Growth Fund (ARDGX) and iShares Core Dividend Growth ETF (DGRO).

ARDGX is managed by Archer. It was launched on Sep 1, 2016. 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.

Performance

ARDGX vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Dividend Growth Fund (ARDGX) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

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ARDGX vs. DGRO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ARDGX
Archer Dividend Growth Fund		7.27%12.86%13.94%0.40%0.27%25.41%-7.58%17.89%-5.91%8.92%
DGRO
iShares Core Dividend Growth ETF		1.60%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%22.32%

Returns By Period

In the year-to-date period, ARDGX achieves a 7.27% return, which is significantly higher than DGRO's 1.60% return.

ARDGX

1D
1.16%
1M
-3.10%
YTD
7.27%
6M
8.50%
1Y
17.05%
3Y*
12.24%
5Y*
9.73%
10Y*
—

DGRO

1D
0.03%
1M
-4.46%
YTD
1.60%
6M
3.88%
1Y
16.44%
3Y*
14.60%
5Y*
10.14%
10Y*
12.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Archer Dividend Growth Fund

iShares Core Dividend Growth ETF

Often compared with ARDGX:
ARDGX vs. SCHDARDGX vs. HTGCARDGX vs. VUSA.LARDGX vs. IIPRARDGX vs. SPYARDGX vs. ALSMXARDGX vs. AFOCX
Often compared with DGRO:
DGRO vs. SCHDDGRO vs. VIGDGRO vs. VYMDGRO vs. VOODGRO vs. DGRWDGRO vs. DIVODGRO vs. HDV

ARDGX vs. DGRO - Expense Ratio Comparison

ARDGX has a 1.22% expense ratio, which is higher than DGRO's 0.08% expense ratio.

ARDGX
Archer Dividend Growth Fund
DGRO
iShares Core Dividend Growth ETF

Return for Risk

ARDGX vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARDGX
ARDGX Risk / Return Rank: 7070
Overall Rank
ARDGX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ARDGX Sortino Ratio Rank: 6969
Sortino Ratio Rank
ARDGX Omega Ratio Rank: 6666
Omega Ratio Rank
ARDGX Calmar Ratio Rank: 7070
Calmar Ratio Rank
ARDGX Martin Ratio Rank: 7676
Martin Ratio Rank
DGRO
DGRO Risk / Return Rank: 6363
Overall Rank
DGRO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 6363
Sortino Ratio Rank
DGRO Omega Ratio Rank: 6666
Omega Ratio Rank
DGRO Calmar Ratio Rank: 5656
Calmar Ratio Rank
DGRO Martin Ratio Rank: 6565
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.

ARDGX vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) 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.

ARDGXDGRODifference

Sharpe ratio

Return per unit of total volatility

1.33

1.14

+0.19

Sortino ratio

Return per unit of downside risk

1.83

1.66

+0.17

Omega ratio

Gain probability vs. loss probability

1.27

1.25

+0.02

Calmar ratio

Return relative to maximum drawdown

1.74

1.48

+0.27

Martin ratio

Return relative to average drawdown

7.78

6.80

+0.97

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARDGX vs. DGRO - Sharpe Ratio Comparison

The current ARDGX Sharpe Ratio is 1.33, which is comparable to the DGRO Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of ARDGX and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ARDGXDGRODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

1.14

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

0.74

-0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.77

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.73

-0.73

Correlation

The correlation between ARDGX and DGRO is 0.90, 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.

Dividends

ARDGX vs. DGRO - Dividend Comparison

ARDGX's dividend yield for the trailing twelve months is around 2.37%, more than DGRO's 2.10% yield.

TTM20252024202320222021202020192018201720162015
ARDGX
Archer Dividend Growth Fund		2.37%2.09%2.74%2.87%2.38%1.93%3.04%2.85%3.07%2.66%0.00%0.00%
DGRO
iShares Core Dividend Growth ETF		2.10%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%

Drawdowns

ARDGX vs. DGRO - Drawdown Comparison

The maximum ARDGX drawdown since its inception was -97.41%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ARDGX and DGRO.

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Drawdown Indicators

ARDGXDGRODifference

Max Drawdown

Largest peak-to-trough decline

-97.41%

-35.10%

-62.31%

Max Drawdown (1Y)

Largest decline over 1 year

-10.19%

-10.92%

+0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-97.41%

-19.31%

-78.10%

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.10%

—

Current Drawdown

Current decline from peak

-96.64%

-4.70%

-91.94%

Average Drawdown

Average peak-to-trough decline

-17.08%

-3.48%

-13.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

2.37%

-0.08%

Volatility

ARDGX vs. DGRO - Volatility Comparison

The current volatility for Archer Dividend Growth Fund (ARDGX) is 2.94%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.57%. This indicates that ARDGX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ARDGXDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.94%

3.57%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

6.54%

7.21%

-0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

12.61%

14.47%

-1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2,087.08%

13.84%

+2,073.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1,535.22%

16.63%

+1,518.59%