CSUS.AS vs. DGRO
Compare and contrast key facts about iShares MSCI USA UCITS ETF USD (Acc) (CSUS.AS) and iShares Core Dividend Growth ETF (DGRO).
CSUS.AS and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CSUS.AS is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jan 12, 2010. 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. Both CSUS.AS and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSUS.AS or DGRO.
Key characteristics
| CSUS.AS | DGRO | |
|---|---|---|
| YTD Return | 31.03% | 21.23% |
| 1Y Return | 38.59% | 33.72% |
| 3Y Return (Ann) | 11.83% | 8.55% |
| 5Y Return (Ann) | 15.93% | 12.22% |
| 10Y Return (Ann) | 14.36% | 12.07% |
| Sharpe Ratio | 3.01 | 3.32 |
| Sortino Ratio | 4.05 | 4.70 |
| Omega Ratio | 1.63 | 1.62 |
| Calmar Ratio | 4.24 | 3.79 |
| Martin Ratio | 18.83 | 22.54 |
| Ulcer Index | 1.94% | 1.44% |
| Daily Std Dev | 12.10% | 9.76% |
| Max Drawdown | -34.08% | -35.10% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between CSUS.AS and DGRO is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSUS.AS vs. DGRO - Performance Comparison
In the year-to-date period, CSUS.AS achieves a 31.03% return, which is significantly higher than DGRO's 21.23% return. Over the past 10 years, CSUS.AS has outperformed DGRO with an annualized return of 14.36%, while DGRO has yielded a comparatively lower 12.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSUS.AS vs. DGRO - Expense Ratio Comparison
CSUS.AS has a 0.33% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
CSUS.AS vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA UCITS ETF USD (Acc) (CSUS.AS) 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
CSUS.AS vs. DGRO - Dividend Comparison
CSUS.AS has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CSUS.AS iShares MSCI USA UCITS ETF USD (Acc) | 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 | 2.15% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
CSUS.AS vs. DGRO - Drawdown Comparison
The maximum CSUS.AS drawdown since its inception was -34.08%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for CSUS.AS and DGRO. For additional features, visit the drawdowns tool.
Volatility
CSUS.AS vs. DGRO - Volatility Comparison
iShares MSCI USA UCITS ETF USD (Acc) (CSUS.AS) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 3.49% and 3.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.