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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGUS or DGRO.
Correlation
The correlation between EGUS and DGRO is 0.57, 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
EGUS vs. DGRO - Performance Comparison
Key characteristics
EGUS:
1.46
DGRO:
1.88
EGUS:
1.98
DGRO:
2.65
EGUS:
1.27
DGRO:
1.34
EGUS:
1.96
DGRO:
2.93
EGUS:
7.17
DGRO:
8.91
EGUS:
3.72%
DGRO:
2.08%
EGUS:
18.22%
DGRO:
9.90%
EGUS:
-13.64%
DGRO:
-35.10%
EGUS:
-1.95%
DGRO:
-0.45%
Returns By Period
In the year-to-date period, EGUS achieves a 2.22% return, which is significantly lower than DGRO's 4.76% return.
EGUS
2.22%
0.15%
13.22%
28.59%
N/A
N/A
DGRO
4.76%
1.82%
6.89%
18.24%
11.28%
11.79%
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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%.
Risk-Adjusted Performance
EGUS vs. DGRO — Risk-Adjusted Performance Rank
EGUS
DGRO
EGUS vs. DGRO - Risk-Adjusted Performance 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.
Dividends
EGUS vs. DGRO - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.25%, less than DGRO's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.25% | 0.25% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.16% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
EGUS vs. DGRO - Drawdown Comparison
The maximum EGUS drawdown since its inception was -13.64%, 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. For additional features, visit the drawdowns tool.
Volatility
EGUS vs. DGRO - Volatility Comparison
Ishares ESG Aware MSCI USA Growth ETF (EGUS) has a higher volatility of 5.64% compared to iShares Core Dividend Growth ETF (DGRO) at 2.44%. 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.