DIVG vs. DGRO
Compare and contrast key facts about Invesco S&P 500 High Dividend Growers ETF (DIVG) and iShares Core Dividend Growth ETF (DGRO).
DIVG and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVG is a passively managed fund by Invesco that tracks the performance of the S&P 500 High Dividend Growth Index - Benchmark TR Gross. It was launched on Dec 4, 2023. 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. Both DIVG and DGRO 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: DIVG or DGRO.
Correlation
The correlation between DIVG and DGRO is 0.88, 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
DIVG vs. DGRO - Performance Comparison
Key characteristics
DIVG:
2.18
DGRO:
1.79
DIVG:
3.02
DGRO:
2.54
DIVG:
1.39
DGRO:
1.32
DIVG:
2.67
DGRO:
2.81
DIVG:
8.14
DGRO:
8.53
DIVG:
2.93%
DGRO:
2.08%
DIVG:
10.96%
DGRO:
9.93%
DIVG:
-8.95%
DGRO:
-35.10%
DIVG:
-2.85%
DGRO:
-1.23%
Returns By Period
In the year-to-date period, DIVG achieves a 4.97% return, which is significantly higher than DGRO's 3.95% return.
DIVG
4.97%
2.04%
4.64%
22.66%
N/A
N/A
DGRO
3.95%
1.37%
5.07%
16.17%
11.10%
11.63%
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DIVG vs. DGRO - Expense Ratio Comparison
DIVG has a 0.39% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
DIVG vs. DGRO — Risk-Adjusted Performance Rank
DIVG
DGRO
DIVG vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 High Dividend Growers ETF (DIVG) and iShares Core Dividend Growth ETF (DGRO). 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
DIVG vs. DGRO - Dividend Comparison
DIVG's dividend yield for the trailing twelve months is around 3.92%, more than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVG Invesco S&P 500 High Dividend Growers ETF | 3.92% | 4.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
DIVG vs. DGRO - Drawdown Comparison
The maximum DIVG drawdown since its inception was -8.95%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DIVG and DGRO. For additional features, visit the drawdowns tool.
Volatility
DIVG vs. DGRO - Volatility Comparison
The current volatility for Invesco S&P 500 High Dividend Growers ETF (DIVG) is 1.87%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.56%. This indicates that DIVG experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.