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HYXU vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXU vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

DGRO

1D
0.81%
1M
3.27%
YTD
9.64%
6M
9.87%
1Y
23.89%
3Y*
17.46%
5Y*
10.72%
10Y*
13.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYXU vs. DGRO - Yearly Performance Comparison


HYXU vs. DGRO - Sectors Allocation Comparison


Sectors
HYXU
DGRO

Communication Services

100.0%
0.1%

Basic Materials

-

2.5%

Consumer Cyclical

-

5.7%

Consumer Defensive

-

11.5%

Energy

-

5.6%

Financial Services

-

21.2%

Healthcare

-

16.4%

Industrials

-

10.8%

Real Estate

-

-

Technology

-

19.4%

Utilities

-

6.9%

Communication Services

HYXU
100.0%
DGRO
0.1%

Basic Materials

HYXU

-

DGRO
2.5%

Consumer Cyclical

HYXU

-

DGRO
5.7%

Consumer Defensive

HYXU

-

DGRO
11.5%

Energy

HYXU

-

DGRO
5.6%

Financial Services

HYXU

-

DGRO
21.2%

Healthcare

HYXU

-

DGRO
16.4%

Industrials

HYXU

-

DGRO
10.8%

Real Estate

HYXU

-

DGRO

-

Technology

HYXU

-

DGRO
19.4%

Utilities

HYXU

-

DGRO
6.9%

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Return for Risk

HYXU vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HYXU

DGRO
DGRO Risk / Return Rank: 7878
Overall Rank
DGRO Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 8383
Sortino Ratio Rank
DGRO Omega Ratio Rank: 7878
Omega Ratio Rank
DGRO Calmar Ratio Rank: 7575
Calmar Ratio Rank
DGRO Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HYXU vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HYXU vs. DGRO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HYXUDGRODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

Drawdowns

HYXU vs. DGRO - Drawdown Comparison

The maximum HYXU drawdown since its inception was 0.00%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for HYXU and DGRO.


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Drawdown Indicators


HYXUDGRODifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-35.10%

+35.10%

Max Drawdown (1Y)

Largest decline over 1 year

-6.47%

Max Drawdown (3Y)

Largest decline over 3 years

-14.03%

Max Drawdown (5Y)

Largest decline over 5 years

-19.31%

Max Drawdown (10Y)

Largest decline over 10 years

-35.10%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

-3.44%

+3.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

Volatility

HYXU vs. DGRO - Volatility Comparison


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Volatility by Period


HYXUDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.24%

Volatility (6M)

Calculated over the trailing 6-month period

6.94%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

9.49%

-9.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

13.82%

-13.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

16.62%

-16.62%

HYXU vs. DGRO - Expense Ratio Comparison

HYXU has a 0.35% expense ratio, which is higher than DGRO's 0.08% expense ratio.


Dividends

HYXU vs. DGRO - Dividend Comparison

HYXU has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.94%.


PositionTTM20252024202320222021202020192018201720162015
DGRO
iShares Core Dividend Growth ETF
1.94%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, DGRO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRO is cheaper with a 0.08% expense ratio, compared with 0.35% for HYXU.

DGRO has the higher dividend yield at 1.94%, compared with 0.00% for HYXU.

HYXU is categorized as High Yield Bonds, while DGRO is Large Cap Growth Equities. HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.35% for HYXU and 0.08% for DGRO.

Portfolio Optimizer

Find the right allocation for HYXU and DGRO

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