DGRO vs. IBIT
DGRO (iShares Core Dividend Growth ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, DGRO returned 22.54% vs -38.74% for IBIT. At a 0.29 correlation, their price movements are largely independent. DGRO charges 0.08%/yr vs 0.25%/yr for IBIT.
Performance
DGRO vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, DGRO achieves a 8.76% return, which is significantly higher than IBIT's -25.48% return.
DGRO
- 1D
- -0.28%
- 1M
- 3.14%
- YTD
- 8.76%
- 6M
- 8.75%
- 1Y
- 22.54%
- 3Y*
- 16.99%
- 5Y*
- 10.54%
- 10Y*
- 13.30%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 8.76% | 15.69% | 16.66% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between DGRO and IBIT is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.29 |
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Return for Risk
DGRO vs. IBIT — Risk / Return Rank
DGRO
IBIT
DGRO vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and iShares Bitcoin Trust ETF (IBIT). 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.
| DGRO | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.28 | ||
| Sortino ratioReturn per unit of downside risk | +4.71 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 0.86 | +0.57 |
| Calmar ratioReturn relative to maximum drawdown | 3.50 | -0.79 | +4.29 |
| Martin ratioReturn relative to average drawdown | 13.52 | -1.36 | +14.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGRO | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.39 | -0.89 | +3.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.30 | +0.47 |
Drawdowns
DGRO vs. IBIT - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for DGRO and IBIT.
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Drawdown Indicators
| DGRO | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -49.36% | +14.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -49.36% | +42.89% |
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 | -0.28% | -48.10% | +47.82% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -16.02% | +12.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 28.44% | -26.77% |
Volatility
DGRO vs. IBIT - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 2.21%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRO | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.21% | 9.50% | -7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 6.91% | 34.44% | -27.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 43.73% | -34.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 50.19% | -36.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.62% | 50.19% | -33.57% |
DGRO vs. IBIT - Expense Ratio Comparison
DGRO has a 0.08% expense ratio, which is lower than IBIT's 0.25% 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%.
Dividends
DGRO vs. IBIT - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 1.96%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.96% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
IBIT iShares Bitcoin Trust 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% |
Frequently Asked Questions
DGRO and IBIT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.50%) compared to DGRO (2.21%). In terms of maximum drawdown, DGRO dropped -35.10% vs IBIT's -49.36%.
On 1-year performance, DGRO leads with 22.54% vs -38.74% for IBIT. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DGRO has performed better with a 22.54% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.25% for IBIT.
DGRO has the higher dividend yield at 1.96%, compared with 0.00% for IBIT.
DGRO is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. DGRO tracks Morningstar US Dividend Growth Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.08% for DGRO and 0.25% for IBIT.
DGRO currently has the higher Sharpe Ratio (2.39 vs -0.89), 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.
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