IMIDX vs. DGRO
IMIDX (Congress Mid Cap Growth Fund) and DGRO (iShares Core Dividend Growth ETF) are both funds - IMIDX is a Mid Cap Growth Equities fund managed by Congress, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Over the past 10 years, IMIDX returned 11.58%/yr vs 13.44%/yr for DGRO. Their 0.79 correlation means they have sometimes moved together and sometimes differently. IMIDX charges 0.79%/yr vs 0.08%/yr for DGRO.
Performance
IMIDX vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, IMIDX achieves a 15.91% return, which is significantly higher than DGRO's 13.39% return. Over the past 10 years, IMIDX has underperformed DGRO with an annualized return of 11.58%, while DGRO has yielded a comparatively higher 13.44% annualized return.
IMIDX
- 1D
- 3.65%
- 1M
- 0.82%
- 6M
- 12.15%
- YTD
- 15.91%
- 1Y
- 10.69%
- 3Y*
- 9.91%
- 5Y*
- 3.41%
- 10Y*
- 11.58%
- ALL TIME*
- 12.55%
DGRO
- 1D
- -0.28%
- 1M
- 0.97%
- 6M
- 9.59%
- YTD
- 13.39%
- 1Y
- 24.21%
- 3Y*
- 16.30%
- 5Y*
- 11.08%
- 10Y*
- 13.44%
- ALL TIME*
- 12.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $103.52M | $104.25M | $110.17M | |
| $0.00 | $0.00 | $0.00 |
IMIDX vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 15.91% | -4.88% | 18.11% | 16.29% | -26.94% | 29.42% | 30.57% | 42.36% | -4.98% | 15.91% |
DGRO iShares Core Dividend Growth ETF | 13.39% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Correlation
The correlation between IMIDX and DGRO is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014 | 0.79 |
Over the past year, the correlation between IMIDX and DGRO has dropped to 0.49 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
IMIDX vs. DGRO — Risk / Return Rank
IMIDX
DGRO
IMIDX vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) 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.
| IMIDX | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.79 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.45 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 3.61 | -2.89 |
| Martin ratioReturn relative to average drawdown | 1.82 | 14.07 | -12.25 |
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Drawdowns
IMIDX vs. DGRO - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IMIDX and DGRO.
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Drawdown Indicators
| IMIDX | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.15% | -35.10% | -0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -6.47% | -5.63% |
Max Drawdown (3Y)Largest decline over 3 years | -23.49% | -14.03% | -9.46% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -19.31% | -15.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -35.10% | -0.05% |
Current DrawdownCurrent decline from peak | -3.49% | -1.35% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -3.41% | -3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.77% | 1.66% | +3.11% |
Volatility
IMIDX vs. DGRO - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) has a higher volatility of 6.19% compared to iShares Core Dividend Growth ETF (DGRO) at 3.21%. This indicates that IMIDX'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
| IMIDX | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 3.21% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 7.12% | +9.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 9.61% | +10.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.70% | 13.79% | +7.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 16.58% | +4.63% |
IMIDX vs. DGRO - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Dividends
IMIDX vs. DGRO - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 11.45%, more than DGRO's 1.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.89% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
IMIDX Congress Mid Cap Growth Fund | 11.45% | 13.27% | 27.75% | 6.27% | 5.80% | 12.29% | 2.06% | 10.80% | 2.99% | 0.04% | 1.11% | 0.80% |
Frequently Asked Questions
IMIDX and DGRO have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMIDX has higher volatility (6.19%) compared to DGRO (3.21%). In terms of maximum drawdown, IMIDX dropped -35.15% vs DGRO's -35.10%.
DGRO currently has the higher Sharpe Ratio (2.44 vs 0.43), 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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