DGRO vs. VTI
Compare and contrast key facts about iShares Core Dividend Growth ETF (DGRO) and Vanguard Total Stock Market ETF (VTI).
DGRO and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both DGRO and VTI 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 VTI.
Performance
DGRO vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, DGRO achieves a 19.06% return, which is significantly lower than VTI's 24.70% return. Over the past 10 years, DGRO has underperformed VTI with an annualized return of 11.72%, while VTI has yielded a comparatively higher 12.63% annualized return.
DGRO
19.06%
-1.39%
9.13%
26.29%
11.80%
11.72%
VTI
24.70%
1.36%
12.03%
32.16%
15.00%
12.63%
Key characteristics
| DGRO | VTI | |
|---|---|---|
| Sharpe Ratio | 2.80 | 2.65 |
| Sortino Ratio | 3.95 | 3.54 |
| Omega Ratio | 1.51 | 1.49 |
| Calmar Ratio | 5.27 | 3.87 |
| Martin Ratio | 18.41 | 16.96 |
| Ulcer Index | 1.45% | 1.95% |
| Daily Std Dev | 9.56% | 12.52% |
| Max Drawdown | -35.10% | -55.45% |
| Current Drawdown | -1.85% | -1.58% |
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DGRO vs. VTI - Expense Ratio Comparison
DGRO has a 0.08% expense ratio, which is higher than VTI's 0.03% 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 VTI is 0.92, 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. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 2.19%, more than VTI's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 2.19% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.28% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
DGRO vs. VTI - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for DGRO and VTI. For additional features, visit the drawdowns tool.
Volatility
DGRO vs. VTI - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 3.22%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.28%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.