FIWGX vs. DGRO
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and iShares Core Dividend Growth ETF (DGRO).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. 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
FIWGX vs. DGRO - Performance Comparison
Loading graphics...
FIWGX vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | -0.76% | 6.90% | 2.14% | 6.51% | -13.71% | -0.37% | 10.21% | 9.39% | 1.28% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.61% |
Returns By Period
In the year-to-date period, FIWGX achieves a -0.76% return, which is significantly lower than DGRO's 1.60% return.
FIWGX
- 1D
- 0.22%
- 1M
- -1.61%
- YTD
- -0.76%
- 6M
- -0.28%
- 1Y
- 2.78%
- 3Y*
- 3.79%
- 5Y*
- 0.39%
- 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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIWGX vs. DGRO - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
FIWGX vs. DGRO — Risk / Return Rank
FIWGX
DGRO
FIWGX vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) 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.
| FIWGX | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.14 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.66 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.48 | -0.07 |
Martin ratioReturn relative to average drawdown | 4.49 | 6.80 | -2.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIWGX | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.14 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.74 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.73 | -0.25 |
Correlation
The correlation between FIWGX and DGRO is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIWGX vs. DGRO - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 2.75%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 2.75% | 3.68% | 4.36% | 3.79% | 2.24% | 1.77% | 6.83% | 4.30% | 0.57% | 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
FIWGX vs. DGRO - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -18.42%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FIWGX and DGRO.
Loading graphics...
Drawdown Indicators
| FIWGX | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.42% | -35.10% | +16.68% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -10.92% | +7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -18.42% | -19.31% | +0.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -1.92% | -4.70% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -3.48% | -1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.37% | -1.35% |
Volatility
FIWGX vs. DGRO - Volatility Comparison
The current volatility for Strategic Advisers Fidelity Core Income Fund (FIWGX) is 1.31%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.57%. This indicates that FIWGX 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.
Loading graphics...
Volatility by Period
| FIWGX | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 3.57% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 7.21% | -4.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 14.47% | -9.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 13.84% | -7.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 16.63% | -11.10% |