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CIND.L vs. DGRP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CIND.L vs. DGRP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) and WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CIND.L is traded in USD, while DGRP.L is traded in GBp. To make them comparable, the DGRP.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CIND.L achieves a 5.75% return, which is significantly lower than DGRP.L's 6.30% return.


CIND.L

1D
-0.61%
1M
2.56%
YTD
5.75%
6M
7.17%
1Y
21.24%
3Y*
16.20%
5Y*
9.37%
10Y*
12.77%

DGRP.L

1D
-0.15%
1M
2.92%
YTD
6.30%
6M
6.51%
1Y
20.32%
3Y*
16.53%
5Y*
11.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CIND.L vs. DGRP.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CIND.L
iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc
5.75%14.46%14.71%15.66%-7.56%20.97%8.76%24.22%-4.90%27.62%
DGRP.L
WisdomTree US Quality Dividend Growth UCITS ETF - USD
6.30%13.39%18.19%18.17%-8.26%25.51%13.64%30.59%-6.72%26.22%

Correlation

The correlation between CIND.L and DGRP.L is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.78

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Nov 9, 2016

0.82

The correlation between CIND.L and DGRP.L has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.

CIND.L vs. DGRP.L - Sectors Allocation Comparison


Sectors
CIND.L
DGRP.L

Financial Services

27.4%
10.3%

Technology

18.2%
30.4%

Industrials

18.0%
10.9%

Healthcare

13.2%
15.3%

Consumer Cyclical

11.0%
8.2%

Consumer Defensive

4.2%
8.0%

Basic Materials

3.8%
3.1%

Energy

2.3%
5.2%

Communication Services

1.8%
8.4%

Real Estate

-

-

Utilities

-

0.3%

Financial Services

CIND.L
27.4%
DGRP.L
10.3%

Technology

CIND.L
18.2%
DGRP.L
30.4%

Industrials

CIND.L
18.0%
DGRP.L
10.9%

Healthcare

CIND.L
13.2%
DGRP.L
15.3%

Consumer Cyclical

CIND.L
11.0%
DGRP.L
8.2%

Consumer Defensive

CIND.L
4.2%
DGRP.L
8.0%

Basic Materials

CIND.L
3.8%
DGRP.L
3.1%

Energy

CIND.L
2.3%
DGRP.L
5.2%

Communication Services

CIND.L
1.8%
DGRP.L
8.4%

Real Estate

CIND.L

-

DGRP.L

-

Utilities

CIND.L

-

DGRP.L
0.3%

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Return for Risk

CIND.L vs. DGRP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CIND.L
CIND.L Risk / Return Rank: 5151
Overall Rank
CIND.L Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
CIND.L Sortino Ratio Rank: 5757
Sortino Ratio Rank
CIND.L Omega Ratio Rank: 5050
Omega Ratio Rank
CIND.L Calmar Ratio Rank: 4646
Calmar Ratio Rank
CIND.L Martin Ratio Rank: 4949
Martin Ratio Rank

DGRP.L
DGRP.L Risk / Return Rank: 7272
Overall Rank
DGRP.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
DGRP.L Sortino Ratio Rank: 7373
Sortino Ratio Rank
DGRP.L Omega Ratio Rank: 7272
Omega Ratio Rank
DGRP.L Calmar Ratio Rank: 7070
Calmar Ratio Rank
DGRP.L Martin Ratio Rank: 7070
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.

CIND.L vs. DGRP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) and WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L). 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.


CIND.LDGRP.LDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.56

Omega ratioGain probability vs. loss probability

1.32

1.39

-0.07

Calmar ratioReturn relative to maximum drawdown

2.24

2.58

-0.34

Martin ratioReturn relative to average drawdown

8.13

10.90

-2.76

CIND.L vs. DGRP.L - Sharpe Ratio Comparison

The current CIND.L Sharpe Ratio is 1.75, which is comparable to the DGRP.L Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of CIND.L and DGRP.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CIND.LDGRP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

2.18

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.86

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

0.97

-0.14

Drawdowns

CIND.L vs. DGRP.L - Drawdown Comparison

The maximum CIND.L drawdown since its inception was -36.68%, which is greater than DGRP.L's maximum drawdown of -31.11%. Use the drawdown chart below to compare losses from any high point for CIND.L and DGRP.L.


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Drawdown Indicators


CIND.LDGRP.LDifference

Max Drawdown

Largest peak-to-trough decline

-36.68%

-31.11%

-5.57%

Max Drawdown (1Y)

Largest decline over 1 year

-9.44%

-7.83%

-1.61%

Max Drawdown (3Y)

Largest decline over 3 years

-16.44%

-16.51%

+0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-19.90%

-18.44%

-1.46%

Max Drawdown (10Y)

Largest decline over 10 years

-36.68%

Current Drawdown

Current decline from peak

-0.61%

-0.22%

-0.39%

Average Drawdown

Average peak-to-trough decline

-3.67%

-3.59%

-0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

1.86%

+0.75%

Volatility

CIND.L vs. DGRP.L - Volatility Comparison

iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) has a higher volatility of 3.18% compared to WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) at 1.80%. This indicates that CIND.L's price experiences larger fluctuations and is considered to be riskier than DGRP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CIND.LDGRP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.18%

1.80%

+1.38%

Volatility (6M)

Calculated over the trailing 6-month period

9.08%

6.71%

+2.37%

Volatility (1Y)

Calculated over the trailing 1-year period

12.13%

9.32%

+2.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.37%

13.61%

+0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.98%

14.86%

+1.12%

CIND.L vs. DGRP.L - Expense Ratio Comparison

Both CIND.L and DGRP.L have an expense ratio of 0.33%.


Dividends

CIND.L vs. DGRP.L - Dividend Comparison

CIND.L has not paid dividends to shareholders, while DGRP.L's dividend yield for the trailing twelve months is around 1.01%.


PositionTTM202520242023202220212020201920182017
CIND.L
iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DGRP.L
WisdomTree US Quality Dividend Growth UCITS ETF - USD
1.01%1.10%1.16%1.33%1.47%1.34%2.74%2.32%1.90%1.36%

Frequently Asked Questions


CIND.L and DGRP.L have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.33% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

CIND.L and DGRP.L have the same expense ratio: 0.33% per year.

CIND.L tracks Russell 1000 TR USD, while DGRP.L tracks WisdomTree U.S. Quality Dividend Growth UCITS Index. They also come from different issuers: iShares and WisdomTree.

Portfolio Optimizer

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