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IBTE vs. DGRO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBTE vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

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IBTE vs. DGRO - Yearly Performance Comparison


Returns By Period


IBTE

1D
0.00%
1M
0.00%
YTD
6M
1Y
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IBTE vs. DGRO - Expense Ratio Comparison

IBTE 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%.


Return for Risk

IBTE vs. DGRO — Risk / Return Rank

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

IBTE

DGRO
DGRO Risk / Return Rank: 6363
Overall Rank
DGRO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 6363
Sortino Ratio Rank
DGRO Omega Ratio Rank: 6666
Omega Ratio Rank
DGRO Calmar Ratio Rank: 5656
Calmar Ratio Rank
DGRO Martin Ratio Rank: 6565
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.

IBTE vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) 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.

IBTE vs. DGRO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBTEDGRODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

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

0.73

Dividends

IBTE vs. DGRO - Dividend Comparison

IBTE has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.10%.


TTM20252024202320222021202020192018201720162015
IBTE
iShares iBonds Dec 2024 Term Treasury 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%
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

IBTE vs. DGRO - Drawdown Comparison

The maximum IBTE 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 IBTE and DGRO.


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Drawdown Indicators


IBTEDGRODifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-35.10%

+35.10%

Max Drawdown (1Y)

Largest decline over 1 year

-10.92%

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%

-4.70%

+4.70%

Average Drawdown

Average peak-to-trough decline

0.00%

-3.48%

+3.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

Volatility

IBTE vs. DGRO - Volatility Comparison


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Volatility by Period


IBTEDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.57%

Volatility (6M)

Calculated over the trailing 6-month period

7.21%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

14.47%

-14.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

13.84%

-13.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

16.63%

-16.63%