IDV vs. DGRO

Last updated Aug 6, 2026

IDV (iShares International Select Dividend ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 10 years, IDV returned 10.46%/yr vs 13.52%/yr for DGRO. Their 0.70 correlation means they have sometimes moved together and sometimes differently. IDV charges 0.49%/yr vs 0.08%/yr for DGRO.

Performance

IDV vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares International Select Dividend ETF (IDV) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with IDV having a 15.85% return and DGRO slightly lower at 15.18%. Over the past 10 years, IDV has underperformed DGRO with an annualized return of 10.46%, while DGRO has yielded a comparatively higher 13.52% annualized return.

IDV

• 1D: -0.25%
• 1M: 5.34%
• 6M: 6.55%
• YTD: 15.85%
• 1Y: 32.40%
• 3Y*: 25.76%
• 5Y*: 13.38%
• 10Y*: 10.46%
• ALL TIME*: 4.99%

DGRO

• 1D: 0.14%
• 1M: 2.55%
• 6M: 9.44%
• YTD: 15.18%
• 1Y: 25.02%
• 3Y*: 17.57%
• 5Y*: 11.25%
• 10Y*: 13.52%
• ALL TIME*: 12.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DGRO iShares Core Dividend Growth ETF	$109.45M	$102.77M	$110.18M
IDV iShares International Select Dividend ETF	$33.01M	$32.79M	$39.75M

IDV vs. DGRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IDV iShares International Select Dividend ETF	15.85%	52.16%	4.00%	10.32%	-6.40%	12.00%	-5.94%	23.56%	-10.37%	19.74%
DGRO iShares Core Dividend Growth ETF	15.18%	15.69%	16.62%	10.47%	-7.91%	26.64%	9.50%	29.87%	-2.38%	23.00%

Correlation

The correlation between IDV and DGRO is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.55
Correlation (3Y) Balances recent behavior with more history.	0.58
Correlation (5Y) Shows whether the relationship held over a longer period.	0.65
Correlation (10Y) Provides a long-term view across more market conditions.	0.68
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014	0.70

The correlation between IDV and DGRO shifts across timeframes, from 0.55 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.

IDV vs. DGRO - Sectors Allocation Comparison

Sectors	IDV	DGRO
Financial Services	33.3%	20.4%
Energy	13.9%	4.8%
Utilities	12.1%	7.3%
Communication Services	9.5%	0.1%
Consumer Cyclical	8.6%	6.5%
Consumer Defensive	7.6%	11.9%
Industrials	6.4%	11.3%
Basic Materials	5.7%	2.5%
Real Estate	2.0%	-
Technology	0.8%	17.3%
Healthcare	-	17.9%

Return for Risk

IDV vs. DGRO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IDV

IDV Risk / Return Rank: 87
IDV Sharpe Ratio Rank: 91
IDV Sortino Ratio Rank: 89
IDV Omega Ratio Rank: 90
IDV Calmar Ratio Rank: 87
IDV Martin Ratio Rank: 80

DGRO

DGRO Risk / Return Rank: 91
DGRO Sharpe Ratio Rank: 93
DGRO Sortino Ratio Rank: 93
DGRO Omega Ratio Rank: 92
DGRO Calmar Ratio Rank: 88
DGRO Martin Ratio Rank: 89

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IDV vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) 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.

	IDV	DGRO	Difference
Sharpe ratio: Return per unit of total volatility	2.50	2.64	-0.14
Sortino ratio: Return per unit of downside risk	3.34	3.83	-0.48
Omega ratio: Gain probability vs. loss probability	1.46	1.49	-0.03
Calmar ratio: Return relative to maximum drawdown	3.82	3.88	-0.06
Martin ratio: Return relative to average drawdown	11.86	15.14	-3.28

IDV vs. DGRO - Sharpe Ratio Comparison

The current IDV Sharpe Ratio is 2.50, which is comparable to the DGRO Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of IDV and DGRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IDV vs. DGRO - Drawdown Comparison

The maximum IDV drawdown since its inception was -70.14%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IDV and DGRO.

Drawdown Indicators

	IDV	DGRO	Difference
Max Drawdown Largest peak-to-trough decline	-70.14%	-35.10%	-35.04%
Max Drawdown (1Y) Largest decline over 1 year	-8.52%	-6.47%	-2.05%
Max Drawdown (3Y) Largest decline over 3 years	-11.86%	-14.03%	+2.17%
Max Drawdown (5Y) Largest decline over 5 years	-29.19%	-19.31%	-9.88%
Max Drawdown (10Y) Largest decline over 10 years	-42.50%	-35.10%	-7.40%
Current Drawdown Current decline from peak	-0.25%	0.00%	-0.25%
Average Drawdown Average peak-to-trough decline	-15.29%	-3.40%	-11.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.74%	1.66%	+1.08%

Volatility

IDV vs. DGRO - Volatility Comparison

The current volatility for iShares International Select Dividend ETF (IDV) is 2.76%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.03%. This indicates that IDV 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.

Volatility by Period

	IDV	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.76%	3.03%	-0.27%
Volatility (6M) Calculated over the trailing 6-month period	10.86%	7.16%	+3.70%
Volatility (1Y) Calculated over the trailing 1-year period	13.01%	9.52%	+3.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.54%	13.80%	+1.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.62%	16.58%	+1.04%

IDV vs. DGRO - Expense Ratio Comparison

IDV has a 0.49% expense ratio, which is higher than DGRO's 0.08% expense ratio.

Dividends

IDV vs. DGRO - Dividend Comparison

IDV's dividend yield for the trailing twelve months is around 5.13%, more than DGRO's 1.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRO iShares Core Dividend Growth ETF	1.86%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
IDV iShares International Select Dividend ETF	5.13%	4.94%	6.46%	6.51%	7.33%	5.78%	5.47%	5.15%	5.93%	4.52%	4.69%	5.08%

Frequently Asked Questions

Can I hold both IDV and DGRO in my portfolio?

IDV and DGRO have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IDV or DGRO?

DGRO has higher volatility (3.03%) compared to IDV (2.76%). In terms of maximum drawdown, IDV dropped -70.14% vs DGRO's -35.10%.

Which ETF is better, IDV or DGRO?

On 10-year performance, DGRO leads with 13.52% vs 10.46% for IDV. On fees, DGRO is cheaper at 0.08% per year. On volatility, IDV has been the lower-risk option at 2.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IDV or DGRO?

Over the 10-year period, DGRO has performed better with a 13.52% return vs 10.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IDV or DGRO?

DGRO is cheaper with a 0.08% expense ratio, compared with 0.49% for IDV.

Which ETF pays a higher dividend yield, IDV or DGRO?

IDV has the higher dividend yield at 5.13%, compared with 1.86% for DGRO.

What is the main difference between IDV and DGRO?

IDV is categorized as Global Equities, while DGRO is Large Cap Growth Equities. IDV tracks Dow Jones EPAC Select Dividend, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.49% for IDV and 0.08% for DGRO.

Which has better risk-adjusted returns?

DGRO currently has the higher Sharpe Ratio (2.64 vs 2.50), 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.