IBGL vs. DGRO
IBGL (iShares iBonds Dec 2055 Term Treasury ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - IBGL is a Government Bonds fund tracking the ICE 2055 Maturity US Treasury Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past year, IBGL returned 4.56% vs 22.54% for DGRO. At a 0.25 correlation, their price movements are largely independent. IBGL charges 0.07%/yr vs 0.08%/yr for DGRO.
Performance
IBGL vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, IBGL achieves a -0.23% return, which is significantly lower than DGRO's 8.76% return.
IBGL
- 1D
- -0.35%
- 1M
- 0.74%
- YTD
- -0.23%
- 6M
- -1.85%
- 1Y
- 4.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- -0.28%
- 1M
- 3.14%
- YTD
- 8.76%
- 6M
- 8.75%
- 1Y
- 22.54%
- 3Y*
- 16.99%
- 5Y*
- 10.54%
- 10Y*
- 13.30%
IBGL vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBGL iShares iBonds Dec 2055 Term Treasury ETF | -0.23% | 0.99% |
DGRO iShares Core Dividend Growth ETF | 8.76% | 14.02% |
Correlation
The correlation between IBGL and DGRO is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | 0.25 |
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Return for Risk
IBGL vs. DGRO — Risk / Return Rank
IBGL
DGRO
IBGL vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2055 Term Treasury ETF (IBGL) 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.
| IBGL | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.43 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 3.50 | -2.87 |
| Martin ratioReturn relative to average drawdown | 1.58 | 13.52 | -11.94 |
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
| IBGL | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 2.39 | -1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.76 | -0.70 |
Drawdowns
IBGL vs. DGRO - Drawdown Comparison
The maximum IBGL drawdown since its inception was -9.37%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IBGL and DGRO.
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Drawdown Indicators
| IBGL | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.37% | -35.10% | +25.73% |
Max Drawdown (1Y)Largest decline over 1 year | -7.23% | -6.47% | -0.76% |
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 DrawdownCurrent decline from peak | -4.38% | -0.28% | -4.10% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -3.44% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 1.67% | +1.22% |
Volatility
IBGL vs. DGRO - Volatility Comparison
iShares iBonds Dec 2055 Term Treasury ETF (IBGL) has a higher volatility of 2.67% compared to iShares Core Dividend Growth ETF (DGRO) at 2.21%. This indicates that IBGL's price experiences larger fluctuations and is considered to be riskier 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
| IBGL | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 2.21% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 6.91% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.28% | 9.48% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 13.82% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.53% | 16.62% | -6.09% |
IBGL vs. DGRO - Expense Ratio Comparison
IBGL has a 0.07% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IBGL vs. DGRO - Dividend Comparison
IBGL's dividend yield for the trailing twelve months is around 4.70%, more than DGRO's 1.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.96% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
IBGL iShares iBonds Dec 2055 Term Treasury ETF | 4.70% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBGL and DGRO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBGL has higher volatility (2.67%) compared to DGRO (2.21%). In terms of maximum drawdown, IBGL dropped -9.37% vs DGRO's -35.10%.
On 1-year performance, DGRO leads with 22.54% vs 4.56% for IBGL. On fees, IBGL is cheaper at 0.07% per year. On volatility, DGRO has been the lower-risk option at 2.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DGRO has performed better with a 22.54% return vs 4.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBGL is cheaper with a 0.07% expense ratio, compared with 0.08% for DGRO.
IBGL has the higher dividend yield at 4.70%, compared with 1.96% for DGRO.
IBGL is categorized as Government Bonds, while DGRO is Large Cap Growth Equities. IBGL tracks ICE 2055 Maturity US Treasury Index, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.07% for IBGL and 0.08% for DGRO.
DGRO currently has the higher Sharpe Ratio (2.39 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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