BRASX vs. DGRO
Compare and contrast key facts about BlackRock Allocation Target Shares Series S Portfolio (BRASX) and iShares Core Dividend Growth ETF (DGRO).
BRASX is managed by Blackrock. It was launched on Sep 30, 2004. 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: BRASX or DGRO.
Correlation
The correlation between BRASX and DGRO is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BRASX vs. DGRO - Performance Comparison
Key characteristics
BRASX:
3.12
DGRO:
0.54
BRASX:
5.94
DGRO:
0.84
BRASX:
1.83
DGRO:
1.12
BRASX:
7.02
DGRO:
0.56
BRASX:
21.06
DGRO:
2.57
BRASX:
0.32%
DGRO:
3.05%
BRASX:
2.18%
DGRO:
14.56%
BRASX:
-10.61%
DGRO:
-35.10%
BRASX:
-0.43%
DGRO:
-9.36%
Returns By Period
In the year-to-date period, BRASX achieves a 1.47% return, which is significantly higher than DGRO's -4.61% return. Over the past 10 years, BRASX has underperformed DGRO with an annualized return of 2.55%, while DGRO has yielded a comparatively higher 10.78% annualized return.
BRASX
1.47%
0.50%
2.31%
6.70%
2.79%
2.55%
DGRO
-4.61%
-5.41%
-7.74%
7.76%
12.79%
10.78%
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BRASX vs. DGRO - Expense Ratio Comparison
BRASX has a 0.00% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BRASX vs. DGRO — Risk-Adjusted Performance Rank
BRASX
DGRO
BRASX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Allocation Target Shares Series S Portfolio (BRASX) 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
BRASX vs. DGRO - Dividend Comparison
BRASX's dividend yield for the trailing twelve months is around 4.59%, more than DGRO's 2.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRASX BlackRock Allocation Target Shares Series S Portfolio | 4.59% | 4.59% | 4.06% | 2.66% | 1.61% | 2.66% | 3.08% | 2.24% | 2.88% | 3.36% | 3.26% | 1.78% |
DGRO iShares Core Dividend Growth ETF | 2.38% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
BRASX vs. DGRO - Drawdown Comparison
The maximum BRASX drawdown since its inception was -10.61%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for BRASX and DGRO. For additional features, visit the drawdowns tool.
Volatility
BRASX vs. DGRO - Volatility Comparison
The current volatility for BlackRock Allocation Target Shares Series S Portfolio (BRASX) is 0.81%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 10.58%. This indicates that BRASX 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.