HDV vs. DGRO
Compare and contrast key facts about iShares Core High Dividend ETF (HDV) and iShares Core Dividend Growth ETF (DGRO).
HDV and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011. 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 HDV 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: HDV or DGRO.
Correlation
The correlation between HDV and DGRO is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HDV vs. DGRO - Performance Comparison
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Key characteristics
HDV:
7.58%
DGRO:
9.68%
HDV:
-0.48%
DGRO:
-0.76%
HDV:
-0.48%
DGRO:
-0.23%
Returns By Period
HDV
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DGRO
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HDV vs. DGRO - Expense Ratio Comparison
Both HDV and DGRO have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
HDV vs. DGRO — Risk-Adjusted Performance Rank
HDV
DGRO
HDV vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core High Dividend ETF (HDV) 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.
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Dividends
HDV vs. DGRO - Dividend Comparison
HDV's dividend yield for the trailing twelve months is around 3.55%, more than DGRO's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDV vs. DGRO - Drawdown Comparison
The maximum HDV drawdown since its inception was -0.48%, smaller than the maximum DGRO drawdown of -0.76%. Use the drawdown chart below to compare losses from any high point for HDV and DGRO. For additional features, visit the drawdowns tool.
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Volatility
HDV vs. DGRO - Volatility Comparison
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