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DGRO vs. VIG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DGRO and VIG is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

DGRO vs. VIG - Performance Comparison

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

180.00%190.00%200.00%210.00%220.00%230.00%240.00%December2025FebruaryMarchAprilMay
215.49%
208.99%
DGRO
VIG

Key characteristics

Sharpe Ratio

DGRO:

0.63

VIG:

0.67

Sortino Ratio

DGRO:

0.98

VIG:

1.04

Omega Ratio

DGRO:

1.14

VIG:

1.15

Calmar Ratio

DGRO:

0.67

VIG:

0.70

Martin Ratio

DGRO:

2.71

VIG:

2.94

Ulcer Index

DGRO:

3.47%

VIG:

3.59%

Daily Std Dev

DGRO:

14.86%

VIG:

15.77%

Max Drawdown

DGRO:

-35.10%

VIG:

-46.81%

Current Drawdown

DGRO:

-5.91%

VIG:

-6.00%

Returns By Period

In the year-to-date period, DGRO achieves a -0.99% return, which is significantly higher than VIG's -1.48% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: DGRO at 11.12% and VIG at 11.12%.


DGRO

YTD

-0.99%

1M

8.01%

6M

-4.34%

1Y

8.42%

5Y*

13.46%

10Y*

11.12%

VIG

YTD

-1.48%

1M

9.30%

6M

-3.76%

1Y

9.36%

5Y*

13.19%

10Y*

11.12%

*Annualized

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DGRO vs. VIG - Expense Ratio Comparison

DGRO has a 0.08% expense ratio, which is higher than VIG's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

DGRO vs. VIG — Risk-Adjusted Performance Rank

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

DGRO
The Risk-Adjusted Performance Rank of DGRO is 6666
Overall Rank
The Sharpe Ratio Rank of DGRO is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRO is 6363
Sortino Ratio Rank
The Omega Ratio Rank of DGRO is 6363
Omega Ratio Rank
The Calmar Ratio Rank of DGRO is 7070
Calmar Ratio Rank
The Martin Ratio Rank of DGRO is 6969
Martin Ratio Rank

VIG
The Risk-Adjusted Performance Rank of VIG is 6868
Overall Rank
The Sharpe Ratio Rank of VIG is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of VIG is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VIG is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VIG is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VIG is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DGRO vs. VIG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and Vanguard Dividend Appreciation ETF (VIG). 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.


The current DGRO Sharpe Ratio is 0.63, which is comparable to the VIG Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of DGRO and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.57
0.60
DGRO
VIG

Dividends

DGRO vs. VIG - Dividend Comparison

DGRO's dividend yield for the trailing twelve months is around 2.29%, more than VIG's 1.85% yield.


TTM20242023202220212020201920182017201620152014
DGRO
iShares Core Dividend Growth ETF
2.29%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%0.97%
VIG
Vanguard Dividend Appreciation ETF
1.85%1.73%1.88%1.96%1.55%1.63%1.71%2.08%1.88%2.14%2.34%1.95%

Drawdowns

DGRO vs. VIG - Drawdown Comparison

The maximum DGRO drawdown since its inception was -35.10%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DGRO and VIG. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.91%
-6.00%
DGRO
VIG

Volatility

DGRO vs. VIG - Volatility Comparison

The current volatility for iShares Core Dividend Growth ETF (DGRO) is 8.39%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 9.09%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
8.39%
9.09%
DGRO
VIG