DGRO vs. VIG
Compare and contrast key facts about iShares Core Dividend Growth ETF (DGRO) and Vanguard Dividend Appreciation ETF (VIG).
DGRO and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. Both DGRO and VIG 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: DGRO or VIG.
Performance
DGRO vs. VIG - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with DGRO having a 19.14% return and VIG slightly lower at 18.20%. Both investments have delivered pretty close results over the past 10 years, with DGRO having a 11.72% annualized return and VIG not far behind at 11.55%.
DGRO
19.14%
-0.44%
9.59%
26.59%
11.75%
11.72%
VIG
18.20%
-0.63%
9.31%
24.30%
12.53%
11.55%
Key characteristics
| DGRO | VIG | |
|---|---|---|
| Sharpe Ratio | 2.76 | 2.45 |
| Sortino Ratio | 3.90 | 3.44 |
| Omega Ratio | 1.51 | 1.45 |
| Calmar Ratio | 5.19 | 4.78 |
| Martin Ratio | 18.07 | 15.69 |
| Ulcer Index | 1.46% | 1.55% |
| Daily Std Dev | 9.55% | 9.93% |
| Max Drawdown | -35.10% | -46.81% |
| Current Drawdown | -1.79% | -2.13% |
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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%.
Correlation
The correlation between DGRO and VIG is 0.96, 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.
Risk-Adjusted Performance
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.
Dividends
DGRO vs. VIG - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 2.18%, more than VIG's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 2.18% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.72% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
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.
Volatility
DGRO vs. VIG - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 3.22%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.57%. 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.