IBIT vs. DGRO
IBIT (iShares Bitcoin Trust ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past year, IBIT returned -44.19% vs 24.63% for DGRO. Their 0.28 correlation means their historical movements had little consistent relationship. IBIT charges 0.25%/yr vs 0.08%/yr for DGRO.
Performance
IBIT vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, IBIT achieves a -26.71% return, which is significantly lower than DGRO's 15.02% return.
IBIT
- 1D
- 0.64%
- 1M
- 4.36%
- 6M
- -15.96%
- YTD
- -26.71%
- 1Y
- -44.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.86%
DGRO
- 1D
- 1.09%
- 1M
- 2.42%
- 6M
- 10.12%
- YTD
- 15.02%
- 1Y
- 24.63%
- 3Y*
- 17.52%
- 5Y*
- 11.29%
- 10Y*
- 13.50%
- ALL TIME*
- 12.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $108.47M | $103.38M | $110.52M | |
| $1.29B | $1.33B | $1.64B |
IBIT vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | -26.71% | -6.41% | 89.87% |
DGRO iShares Core Dividend Growth ETF | 15.02% | 15.69% | 16.34% |
Correlation
The correlation between IBIT and DGRO is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.28 |
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Return for Risk
IBIT vs. DGRO — Risk / Return Rank
IBIT
DGRO
IBIT vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBIT | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.60 | ||
| Sortino ratioReturn per unit of downside risk | -5.24 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.48 | -0.64 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 3.83 | -4.66 |
| Martin ratioReturn relative to average drawdown | -1.27 | 14.91 | -16.17 |
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Drawdowns
IBIT vs. DGRO - Drawdown Comparison
The maximum IBIT drawdown since its inception was -53.30%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IBIT and DGRO.
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Drawdown Indicators
| IBIT | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -35.10% | -18.20% |
Max Drawdown (1Y)Largest decline over 1 year | -53.30% | -6.47% | -46.83% |
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 | -48.95% | 0.00% | -48.95% |
Average DrawdownAverage peak-to-trough decline | -18.34% | -3.40% | -14.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.94% | 1.66% | +33.28% |
Volatility
IBIT vs. DGRO - Volatility Comparison
iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 8.29% compared to iShares Core Dividend Growth ETF (DGRO) at 3.05%. This indicates that IBIT'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
| IBIT | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 3.05% | +5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 33.07% | 7.16% | +25.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.40% | 9.58% | +34.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.53% | 13.80% | +35.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.53% | 16.59% | +32.94% |
IBIT vs. DGRO - Expense Ratio Comparison
IBIT has a 0.25% 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%.
Dividends
IBIT vs. DGRO - Dividend Comparison
IBIT has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.87% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
IBIT iShares Bitcoin Trust 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
IBIT and DGRO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.29%) compared to DGRO (3.05%). In terms of maximum drawdown, IBIT dropped -53.30% vs DGRO's -35.10%.
On 1-year performance, DGRO leads with 24.63% vs -44.19% for IBIT. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 3.05%. 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 24.63% return vs -44.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.25% for IBIT.
DGRO has the higher dividend yield at 1.87%, compared with 0.00% for IBIT.
IBIT is categorized as Cryptocurrency, while DGRO is Large Cap Growth Equities. IBIT tracks CME CF Bitcoin Reference Rate - New York Variant, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.25% for IBIT and 0.08% for DGRO.
DGRO currently has the higher Sharpe Ratio (2.60 vs -1.00), 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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