EGUS vs. DGRO
Compare and contrast key facts about Ishares ESG Aware MSCI USA Growth ETF (EGUS) and iShares Core Dividend Growth ETF (DGRO).
EGUS and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EGUS is a passively managed fund by iShares that tracks the performance of the MSCI USA Growth Extended ESG Focus Index. It was launched on Jan 31, 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 EGUS 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.
Performance
EGUS vs. DGRO - Performance Comparison
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EGUS vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | -8.81% | 19.02% | 32.85% | 27.00% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 6.65% |
Returns By Period
In the year-to-date period, EGUS achieves a -8.81% return, which is significantly lower than DGRO's 1.60% return.
EGUS
- 1D
- 1.05%
- 1M
- -3.88%
- YTD
- -8.81%
- 6M
- -6.88%
- 1Y
- 21.37%
- 3Y*
- 21.89%
- 5Y*
- —
- 10Y*
- —
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%
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EGUS vs. DGRO - Expense Ratio Comparison
EGUS has a 0.18% expense ratio, which is higher than DGRO's 0.08% 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%.
Return for Risk
EGUS vs. DGRO — Risk / Return Rank
EGUS
DGRO
EGUS vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Growth ETF (EGUS) 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.
| EGUS | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.14 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.66 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.48 | -0.03 |
Martin ratioReturn relative to average drawdown | 4.82 | 6.80 | -1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EGUS | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.14 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.73 | +0.37 |
Correlation
The correlation between EGUS and DGRO is 0.56, 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
EGUS vs. DGRO - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.24%, less than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.24% | 0.22% | 0.25% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
EGUS vs. DGRO - Drawdown Comparison
The maximum EGUS drawdown since its inception was -24.87%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for EGUS and DGRO.
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Drawdown Indicators
| EGUS | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.87% | -35.10% | +10.23% |
Max Drawdown (1Y)Largest decline over 1 year | -15.66% | -10.92% | -4.74% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -11.63% | -4.70% | -6.93% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -3.48% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 2.37% | +2.31% |
Volatility
EGUS vs. DGRO - Volatility Comparison
Ishares ESG Aware MSCI USA Growth ETF (EGUS) has a higher volatility of 6.98% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that EGUS'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.
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Volatility by Period
| EGUS | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 3.57% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 7.21% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.84% | 14.47% | +7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.31% | 13.84% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 16.63% | +2.68% |