DTE vs. DGRO

Last updated Apr 2, 2026

Compare and contrast key facts about DTE Energy Company (DTE) and iShares Core Dividend Growth ETF (DGRO).

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.

Performance

DTE vs. DGRO - Performance Comparison

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

DTE vs. DGRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DTE DTE Energy Company	14.96%	10.42%	13.49%	-2.81%	1.23%	19.35%	-2.86%	21.38%	4.21%	14.59%
DGRO iShares Core Dividend Growth ETF	1.60%	15.69%	16.62%	10.47%	-7.91%	26.64%	9.50%	29.87%	-2.38%	23.00%

Returns By Period

In the year-to-date period, DTE achieves a 14.96% return, which is significantly higher than DGRO's 1.60% return. Over the past 10 years, DTE has underperformed DGRO with an annualized return of 10.20%, while DGRO has yielded a comparatively higher 12.81% annualized return.

DTE

• 1D: 0.62%
• 1M: 0.42%
• YTD: 14.96%
• 6M: 6.75%
• 1Y: 10.24%
• 3Y*: 14.19%
• 5Y*: 8.89%
• 10Y*: 10.20%

DGRO

• 1D: 0.03%
• 1M: -4.46%
• YTD: 1.60%
• 6M: 3.88%
• 1Y: 16.44%
• 3Y*: 14.60%
• 5Y*: 10.14%
• 10Y*: 12.81%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

DTE vs. DGRO — Risk / Return Rank

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

DTE

DTE Risk / Return Rank: 58
DTE Sharpe Ratio Rank: 62
DTE Sortino Ratio Rank: 52
DTE Omega Ratio Rank: 52
DTE Calmar Ratio Rank: 62
DTE Martin Ratio Rank: 62

DGRO

DGRO Risk / Return Rank: 63
DGRO Sharpe Ratio Rank: 63
DGRO Sortino Ratio Rank: 63
DGRO Omega Ratio Rank: 66
DGRO Calmar Ratio Rank: 56
DGRO Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTE vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DTE Energy Company (DTE) 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.

	DTE	DGRO	Difference
Sharpe ratio Return per unit of total volatility	0.60	1.14	-0.54
Sortino ratio Return per unit of downside risk	0.90	1.66	-0.76
Omega ratio Gain probability vs. loss probability	1.12	1.25	-0.13
Calmar ratio Return relative to maximum drawdown	0.98	1.48	-0.49
Martin ratio Return relative to average drawdown	2.25	6.80	-4.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DTE vs. DGRO - Sharpe Ratio Comparison

The current DTE Sharpe Ratio is 0.60, which is lower than the DGRO Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of DTE and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DTE	DGRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.60	1.14	-0.54
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.74	-0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.77	-0.31
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	0.73	-0.38

Correlation

The correlation between DTE and DGRO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

DTE vs. DGRO - Dividend Comparison

DTE's dividend yield for the trailing twelve months is around 3.07%, more than DGRO's 2.10% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTE DTE Energy Company	3.07%	3.44%	3.44%	3.52%	3.07%	2.98%	3.40%	2.96%	3.26%	3.07%	3.10%	3.54%
DGRO iShares Core Dividend Growth ETF	2.10%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%

Drawdowns

DTE vs. DGRO - Drawdown Comparison

The maximum DTE drawdown since its inception was -67.92%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DTE and DGRO.

Drawdown Indicators

	DTE	DGRO	Difference
Max Drawdown Largest peak-to-trough decline	-67.92%	-35.10%	-32.82%
Max Drawdown (1Y) Largest decline over 1 year	-10.13%	-10.92%	+0.79%
Max Drawdown (5Y) Largest decline over 5 years	-28.93%	-19.31%	-9.62%
Max Drawdown (10Y) Largest decline over 10 years	-42.45%	-35.10%	-7.35%
Current Drawdown Current decline from peak	-1.49%	-4.70%	+3.21%
Average Drawdown Average peak-to-trough decline	-17.27%	-3.48%	-13.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.42%	2.37%	+2.05%

Volatility

DTE vs. DGRO - Volatility Comparison

DTE Energy Company (DTE) has a higher volatility of 5.47% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that DTE's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DTE	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.47%	3.57%	+1.90%
Volatility (6M) Calculated over the trailing 6-month period	11.21%	7.21%	+4.00%
Volatility (1Y) Calculated over the trailing 1-year period	17.12%	14.47%	+2.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.69%	13.84%	+4.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.24%	16.63%	+5.61%