DGRO vs. STXS
DGRO (iShares Core Dividend Growth ETF) is Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index, while STXS (Stereotaxis, Inc.) is a stock. Over the past 10 years, DGRO returned 13.26%/yr vs 4.46%/yr for STXS. At a 0.22 correlation, their price movements are largely independent.
Performance
DGRO vs. STXS - Performance Comparison
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Returns By Period
In the year-to-date period, DGRO achieves a 8.47% return, which is significantly higher than STXS's -21.30% return. Over the past 10 years, DGRO has outperformed STXS with an annualized return of 13.26%, while STXS has yielded a comparatively lower 4.46% annualized return.
DGRO
- 1D
- -0.29%
- 1M
- 2.67%
- YTD
- 8.47%
- 6M
- 9.27%
- 1Y
- 21.90%
- 3Y*
- 16.63%
- 5Y*
- 10.64%
- 10Y*
- 13.26%
STXS
- 1D
- 1.69%
- 1M
- -4.74%
- YTD
- -21.30%
- 6M
- -23.31%
- 1Y
- -19.56%
- 3Y*
- -4.83%
- 5Y*
- -26.66%
- 10Y*
- 4.46%
DGRO vs. STXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 8.47% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
STXS Stereotaxis, Inc. | -21.30% | 0.88% | 30.29% | -15.46% | -66.61% | 21.81% | -3.78% | 389.36% | 35.12% | 23.10% |
Correlation
The correlation between DGRO and STXS is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2014 | 0.22 |
Over the past year, DGRO and STXS have become more correlated (0.43) than their long-term average of 0.22, meaning their price movements have been converging.
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Return for Risk
DGRO vs. STXS — Risk / Return Rank
DGRO
STXS
DGRO vs. STXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and Stereotaxis, Inc. (STXS). 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 | STXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.66 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.98 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | -0.38 | +3.78 |
| Martin ratioReturn relative to average drawdown | 13.12 | -0.62 | +13.75 |
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 | STXS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | -0.34 | +2.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | -0.40 | +1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.06 | +0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | -0.16 | +0.92 |
Drawdowns
DGRO vs. STXS - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, smaller than the maximum STXS drawdown of -99.68%. Use the drawdown chart below to compare losses from any high point for DGRO and STXS.
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Drawdown Indicators
| DGRO | STXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -99.68% | +64.58% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -51.54% | +45.07% |
Max Drawdown (3Y)Largest decline over 3 years | -14.03% | -51.54% | +37.51% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -86.04% | +66.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -86.04% | +50.94% |
Current DrawdownCurrent decline from peak | -1.07% | -98.88% | +97.81% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -82.60% | +79.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 31.34% | -29.67% |
Volatility
DGRO vs. STXS - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 2.32%, while Stereotaxis, Inc. (STXS) has a volatility of 17.07%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than STXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRO | STXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 17.07% | -14.75% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 33.64% | -26.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.52% | 57.17% | -47.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 66.26% | -52.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 74.96% | -58.33% |
Dividends
DGRO vs. STXS - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 1.96%, while STXS 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% |
STXS Stereotaxis, Inc. | 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 STXS have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STXS has higher volatility (17.07%) compared to DGRO (2.32%). In terms of maximum drawdown, DGRO dropped -35.10% vs STXS's -99.68%.
DGRO currently has the higher Sharpe Ratio (2.32 vs -0.34), 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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