BBHL vs. DGRO
BBHL (BBH Select Large Cap ETF) and DGRO (iShares Core Dividend Growth ETF) are both Large Cap Growth Equities funds - BBHL tracks the Actively Managed while DGRO tracks the Morningstar US Dividend Growth Index. Both are passively managed. A 0.62 correlation means they provide meaningful diversification when combined. BBHL charges 0.71%/yr vs 0.08%/yr for DGRO.
Performance
BBHL vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, BBHL achieves a 7.82% return, which is significantly lower than DGRO's 12.01% return.
BBHL
- 1D
- 0.35%
- 1M
- 2.24%
- 6M
- 4.58%
- YTD
- 7.82%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 0.18%
- 1M
- 1.96%
- 6M
- 9.57%
- YTD
- 12.01%
- 1Y
- 21.39%
- 3Y*
- 17.05%
- 5Y*
- 11.06%
- 10Y*
- 13.30%
BBHL vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BBHL BBH Select Large Cap ETF | 7.82% | 1.70% |
DGRO iShares Core Dividend Growth ETF | 12.01% | 2.09% |
Correlation
The correlation between BBHL and DGRO is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.62 |
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Return for Risk
BBHL vs. DGRO — Risk / Return Rank
BBHL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DGRO
BBHL vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Select Large Cap ETF (BBHL) 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.
| BBHL | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.20 | — |
| Martin ratioReturn relative to average drawdown | — | 12.37 | — |
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Drawdowns
BBHL vs. DGRO - Drawdown Comparison
The maximum BBHL drawdown since its inception was -11.99%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for BBHL and DGRO.
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Drawdown Indicators
| BBHL | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.99% | -35.10% | +23.11% |
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 | -0.40% | -0.70% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -3.42% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.68% | — |
Volatility
BBHL vs. DGRO - Volatility Comparison
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Volatility by Period
| BBHL | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.98% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.03% | 9.52% | +3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 13.79% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.03% | 16.56% | -3.53% |
BBHL vs. DGRO - Expense Ratio Comparison
BBHL has a 0.71% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Dividends
BBHL vs. DGRO - Dividend Comparison
BBHL has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.92%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBHL BBH Select Large Cap 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 | 1.92% | 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
BBHL and DGRO have a correlation of 0.62, 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 0.71% for BBHL.
DGRO has the higher dividend yield at 1.92%, compared with 0.00% for BBHL.
BBHL tracks Actively Managed, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: BBH and iShares. Their fees differ too: 0.71% for BBHL and 0.08% for DGRO.
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