IGRO vs. IDV
Compare and contrast key facts about iShares International Dividend Growth ETF (IGRO) and iShares International Select Dividend ETF (IDV).
IGRO and IDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGRO is a passively managed fund by iShares that tracks the performance of the Morningstar Global ex-US Dividend Growth Index. It was launched on May 17, 2016. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. Both IGRO and IDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGRO or IDV.
Key characteristics
| IGRO | IDV | |
|---|---|---|
| YTD Return | 2.51% | 1.10% |
| 1Y Return | 8.12% | 7.03% |
| 3Y Return (Ann) | 2.04% | 1.40% |
| 5Y Return (Ann) | 6.49% | 4.15% |
| Sharpe Ratio | 0.80 | 0.61 |
| Daily Std Dev | 11.61% | 13.19% |
| Max Drawdown | -36.25% | -70.14% |
| Current Drawdown | -2.50% | -2.34% |
Correlation
The correlation between IGRO and IDV is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IGRO vs. IDV - Performance Comparison
In the year-to-date period, IGRO achieves a 2.51% return, which is significantly higher than IDV's 1.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IGRO vs. IDV - Expense Ratio Comparison
IGRO has a 0.22% expense ratio, which is lower than IDV's 0.49% expense ratio.
Risk-Adjusted Performance
IGRO vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Dividend Growth ETF (IGRO) and iShares International Select Dividend ETF (IDV). 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.
Dividends
IGRO vs. IDV - Dividend Comparison
IGRO's dividend yield for the trailing twelve months is around 2.82%, less than IDV's 6.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGRO iShares International Dividend Growth ETF | 2.82% | 2.79% | 2.69% | 2.27% | 2.41% | 2.64% | 2.97% | 2.43% | 1.18% | 0.00% | 0.00% | 0.00% |
IDV iShares International Select Dividend ETF | 6.57% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% | 6.03% | 4.48% |
Drawdowns
IGRO vs. IDV - Drawdown Comparison
The maximum IGRO drawdown since its inception was -36.25%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for IGRO and IDV. For additional features, visit the drawdowns tool.
Volatility
IGRO vs. IDV - Volatility Comparison
The current volatility for iShares International Dividend Growth ETF (IGRO) is 3.27%, while iShares International Select Dividend ETF (IDV) has a volatility of 3.56%. This indicates that IGRO experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.