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IBTE vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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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Returns By Period


IBTE

1D
0.00%
1M
0.00%
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)

IBTE vs. DGRO - Yearly Performance Comparison


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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: 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.

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

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

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

-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

IBTE vs. DGRO - Volatility Comparison


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Volatility by Period


IBTEDGRODifference

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%

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%.


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 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%
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%

Frequently Asked Questions


On fees, IBTE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBTE is cheaper with a 0.07% expense ratio, compared with 0.08% for DGRO.

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

IBTE is categorized as Government Bonds, while DGRO is Large Cap Growth Equities. IBTE tracks ICE 2024 Maturity US Treasury Index, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.07% for IBTE and 0.08% for DGRO.

Portfolio Optimizer

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