PortfoliosLab logoPortfoliosLab logo
CMCSA vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CMCSA vs. DGRO - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, CMCSA achieves a -5.28% return, which is significantly lower than DGRO's 9.86% return. Over the past 10 years, CMCSA has underperformed DGRO with an annualized return of 1.27%, while DGRO has yielded a comparatively higher 13.52% annualized return.


CMCSA

1D
2.21%
1M
-2.66%
YTD
-5.28%
6M
3.97%
1Y
-17.53%
3Y*
-8.98%
5Y*
-10.72%
10Y*
1.27%

DGRO

1D
0.69%
1M
2.86%
YTD
9.86%
6M
9.27%
1Y
23.49%
3Y*
16.74%
5Y*
10.82%
10Y*
13.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMCSA vs. DGRO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CMCSA
Comcast Corporation
-5.28%-17.35%-11.84%29.08%-28.68%-2.22%19.13%34.04%-12.71%17.45%
DGRO
iShares Core Dividend Growth ETF
9.86%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%23.00%

Correlation

The correlation between CMCSA and DGRO is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.46

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

0.54

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Jun 12, 2014

0.58

Over the past year, the correlation between CMCSA and DGRO has dropped to 0.34 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CMCSA vs. DGRO — Risk / Return Rank

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

CMCSA
CMCSA Risk / Return Rank: 1616
Overall Rank
CMCSA Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
CMCSA Sortino Ratio Rank: 1717
Sortino Ratio Rank
CMCSA Omega Ratio Rank: 1616
Omega Ratio Rank
CMCSA Calmar Ratio Rank: 1818
Calmar Ratio Rank
CMCSA Martin Ratio Rank: 1414
Martin Ratio Rank

DGRO
DGRO Risk / Return Rank: 8282
Overall Rank
DGRO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 8787
Sortino Ratio Rank
DGRO Omega Ratio Rank: 8282
Omega Ratio Rank
DGRO Calmar Ratio Rank: 7777
Calmar Ratio Rank
DGRO Martin Ratio Rank: 7979
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.

CMCSA vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Comcast Corporation (CMCSA) 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.


CMCSADGRODifference
Sharpe ratioReturn per unit of total volatility

-2.96

Sortino ratioReturn per unit of downside risk

-4.11

Omega ratioGain probability vs. loss probability

0.90

1.42

-0.51

Calmar ratioReturn relative to maximum drawdown

-0.67

3.46

-4.12

Martin ratioReturn relative to average drawdown

-1.26

13.36

-14.63

CMCSA vs. DGRO - Sharpe Ratio Comparison

The current CMCSA Sharpe Ratio is -0.62, which is lower than the DGRO Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of CMCSA and DGRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CMCSA vs. DGRO - Drawdown Comparison

The maximum CMCSA drawdown since its inception was -67.89%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for CMCSA and DGRO.


Loading charts...

Drawdown Indicators


CMCSADGRODifference

Max Drawdown

Largest peak-to-trough decline

-67.89%

-35.10%

-32.79%

Max Drawdown (1Y)

Largest decline over 1 year

-27.34%

-6.47%

-20.87%

Max Drawdown (3Y)

Largest decline over 3 years

-39.87%

-14.03%

-25.84%

Max Drawdown (5Y)

Largest decline over 5 years

-52.11%

-19.31%

-32.80%

Max Drawdown (10Y)

Largest decline over 10 years

-52.11%

-35.10%

-17.01%

Current Drawdown

Current decline from peak

-47.99%

0.00%

-47.99%

Average Drawdown

Average peak-to-trough decline

-24.62%

-3.44%

-21.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.38%

1.68%

+12.70%

Volatility

CMCSA vs. DGRO - Volatility Comparison

Comcast Corporation (CMCSA) has a higher volatility of 7.12% compared to iShares Core Dividend Growth ETF (DGRO) at 2.64%. This indicates that CMCSA'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.


Loading charts...

Volatility by Period


CMCSADGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.12%

2.64%

+4.48%

Volatility (6M)

Calculated over the trailing 6-month period

24.86%

6.96%

+17.90%

Volatility (1Y)

Calculated over the trailing 1-year period

29.24%

9.59%

+19.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.96%

13.83%

+13.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.49%

16.62%

+9.87%

Dividends

CMCSA vs. DGRO - Dividend Comparison

CMCSA's dividend yield for the trailing twelve months is around 11.84%, more than DGRO's 1.94% yield.


PositionTTM20252024202320222021202020192018201720162015
CMCSA
Comcast Corporation
11.84%4.35%3.25%2.60%3.03%1.95%1.72%1.40%2.69%1.18%1.96%1.73%
DGRO
iShares Core Dividend Growth ETF
1.94%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


CMCSA and DGRO have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CMCSA has higher volatility (7.12%) compared to DGRO (2.64%). In terms of maximum drawdown, CMCSA dropped -67.89% vs DGRO's -35.10%.

DGRO currently has the higher Sharpe Ratio (2.34 vs -0.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CMCSA and DGRO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer