HYXF vs. DGRO
Compare and contrast key facts about iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and iShares Core Dividend Growth ETF (DGRO).
HYXF and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYXF is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI US High Yield Corporate Choice ESG Screened. It was launched on Jun 14, 2016. 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 HYXF 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
HYXF vs. DGRO - Performance Comparison
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HYXF vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | -0.72% | 8.88% | 8.35% | 11.87% | -11.90% | 2.60% | 6.07% | 14.87% | -0.24% | 6.89% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, HYXF achieves a -0.72% return, which is significantly lower than DGRO's 1.60% return.
HYXF
- 1D
- 0.31%
- 1M
- -1.00%
- YTD
- -0.72%
- 6M
- 0.54%
- 1Y
- 6.29%
- 3Y*
- 8.13%
- 5Y*
- 3.50%
- 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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HYXF vs. DGRO - Expense Ratio Comparison
HYXF has a 0.35% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
HYXF vs. DGRO — Risk / Return Rank
HYXF
DGRO
HYXF vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) 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.
| HYXF | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.14 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.66 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.48 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.58 | 6.80 | -3.22 |
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
| HYXF | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.14 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.74 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.73 | -0.13 |
Correlation
The correlation between HYXF and DGRO is 0.55, 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
HYXF vs. DGRO - Dividend Comparison
HYXF's dividend yield for the trailing twelve months is around 6.26%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | 6.26% | 6.19% | 6.40% | 5.93% | 5.37% | 4.56% | 4.96% | 5.29% | 6.14% | 5.85% | 3.16% | 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
HYXF vs. DGRO - Drawdown Comparison
The maximum HYXF drawdown since its inception was -18.75%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for HYXF and DGRO.
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Drawdown Indicators
| HYXF | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.75% | -35.10% | +16.35% |
Max Drawdown (1Y)Largest decline over 1 year | -4.81% | -10.92% | +6.11% |
Max Drawdown (5Y)Largest decline over 5 years | -16.00% | -19.31% | +3.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -1.26% | -4.70% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -2.62% | -3.48% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.37% | -0.50% |
Volatility
HYXF vs. DGRO - Volatility Comparison
The current volatility for iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) is 2.23%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.57%. This indicates that HYXF 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.
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Volatility by Period
| HYXF | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.23% | 3.57% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 7.21% | -4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.00% | 14.47% | -5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.03% | 13.84% | -5.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 16.63% | -8.25% |