IBCA vs. DGRO
Compare and contrast key facts about iShares iBonds Dec 2035 Term Corporate ETF (IBCA) and iShares Core Dividend Growth ETF (DGRO).
IBCA and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBCA is a passively managed fund by iShares that tracks the performance of the ICE 2035 Maturity US Corporate Index. It was launched on Mar 25, 2025. 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 IBCA 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
IBCA vs. DGRO - Performance Comparison
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IBCA vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBCA iShares iBonds Dec 2035 Term Corporate ETF | -0.34% | 7.15% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 14.02% |
Returns By Period
In the year-to-date period, IBCA achieves a -0.34% return, which is significantly lower than DGRO's 1.60% return.
IBCA
- 1D
- 0.06%
- 1M
- -1.59%
- YTD
- -0.34%
- 6M
- 0.42%
- 1Y
- 5.74%
- 3Y*
- —
- 5Y*
- —
- 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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IBCA vs. DGRO - Expense Ratio Comparison
IBCA has a 0.10% 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%.
Return for Risk
IBCA vs. DGRO — Risk / Return Rank
IBCA
DGRO
IBCA vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2035 Term Corporate ETF (IBCA) 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.
| IBCA | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.14 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.66 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.48 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.82 | 6.80 | -0.99 |
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
| IBCA | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.14 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.73 | +0.41 |
Correlation
The correlation between IBCA and DGRO is 0.38, 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
IBCA vs. DGRO - Dividend Comparison
IBCA's dividend yield for the trailing twelve months is around 4.43%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCA iShares iBonds Dec 2035 Term Corporate ETF | 4.43% | 3.19% | 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 | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
IBCA vs. DGRO - Drawdown Comparison
The maximum IBCA drawdown since its inception was -3.48%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IBCA and DGRO.
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Drawdown Indicators
| IBCA | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.48% | -35.10% | +31.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.48% | -10.92% | +7.44% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -1.95% | -4.70% | +2.75% |
Average DrawdownAverage peak-to-trough decline | -0.71% | -3.48% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.37% | -1.33% |
Volatility
IBCA vs. DGRO - Volatility Comparison
The current volatility for iShares iBonds Dec 2035 Term Corporate ETF (IBCA) is 2.48%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.57%. This indicates that IBCA 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
| IBCA | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 3.57% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.47% | 7.21% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.88% | 14.47% | -8.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.89% | 13.84% | -7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.89% | 16.63% | -10.74% |