EEM vs. DGRO
Compare and contrast key facts about iShares MSCI Emerging Markets ETF (EEM) and iShares Core Dividend Growth ETF (DGRO).
EEM and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EEM is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Index. It was launched on Apr 11, 2003. 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 EEM 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: EEM or DGRO.
Key characteristics
| EEM | DGRO | |
|---|---|---|
| YTD Return | 5.62% | 5.53% |
| 1Y Return | 12.20% | 17.17% |
| 3Y Return (Ann) | -5.17% | 6.40% |
| 5Y Return (Ann) | 1.49% | 10.85% |
| Sharpe Ratio | 0.88 | 1.62 |
| Daily Std Dev | 14.91% | 10.00% |
| Max Drawdown | -66.44% | -35.10% |
| Current Drawdown | -21.47% | -2.70% |
Correlation
The correlation between EEM and DGRO is 0.64, 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.
Performance
EEM vs. DGRO - Performance Comparison
The year-to-date returns for both stocks are quite close, with EEM having a 5.62% return and DGRO slightly lower at 5.53%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EEM vs. DGRO - Expense Ratio Comparison
EEM has a 0.68% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
EEM vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets ETF (EEM) 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
EEM vs. DGRO - Dividend Comparison
EEM's dividend yield for the trailing twelve months is around 2.49%, more than DGRO's 2.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEM iShares MSCI Emerging Markets ETF | 2.49% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.22% | 1.87% | 1.88% | 2.48% | 2.22% | 2.04% |
DGRO iShares Core Dividend Growth ETF | 2.35% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
EEM vs. DGRO - Drawdown Comparison
The maximum EEM drawdown since its inception was -66.44%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for EEM and DGRO. For additional features, visit the drawdowns tool.
Volatility
EEM vs. DGRO - Volatility Comparison
iShares MSCI Emerging Markets ETF (EEM) has a higher volatility of 5.03% compared to iShares Core Dividend Growth ETF (DGRO) at 3.01%. This indicates that EEM'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.