BBDC vs. DGRO
Compare and contrast key facts about Barings BDC, Inc. (BBDC) and iShares Core Dividend Growth ETF (DGRO).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBDC or DGRO.
Performance
BBDC vs. DGRO - Performance Comparison
Returns By Period
In the year-to-date period, BBDC achieves a 26.13% return, which is significantly higher than DGRO's 19.49% return. Over the past 10 years, BBDC has underperformed DGRO with an annualized return of 2.56%, while DGRO has yielded a comparatively higher 11.77% annualized return.
BBDC
26.13%
2.67%
7.18%
24.64%
9.01%
2.56%
DGRO
19.49%
-1.03%
9.74%
27.24%
11.86%
11.77%
Key characteristics
| BBDC | DGRO | |
|---|---|---|
| Sharpe Ratio | 1.49 | 2.90 |
| Sortino Ratio | 2.17 | 4.07 |
| Omega Ratio | 1.28 | 1.53 |
| Calmar Ratio | 1.35 | 5.24 |
| Martin Ratio | 9.64 | 19.08 |
| Ulcer Index | 2.69% | 1.45% |
| Daily Std Dev | 17.43% | 9.56% |
| Max Drawdown | -64.64% | -35.10% |
| Current Drawdown | 0.00% | -1.50% |
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Correlation
The correlation between BBDC and DGRO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
BBDC vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings BDC, Inc. (BBDC) 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.
Dividends
BBDC vs. DGRO - Dividend Comparison
BBDC's dividend yield for the trailing twelve months is around 10.40%, more than DGRO's 2.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 10.40% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% | 7.81% |
DGRO iShares Core Dividend Growth ETF | 2.18% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
BBDC vs. DGRO - Drawdown Comparison
The maximum BBDC drawdown since its inception was -64.64%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for BBDC and DGRO. For additional features, visit the drawdowns tool.
Volatility
BBDC vs. DGRO - Volatility Comparison
Barings BDC, Inc. (BBDC) has a higher volatility of 5.51% compared to iShares Core Dividend Growth ETF (DGRO) at 3.32%. This indicates that BBDC's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.