ISVBF vs. DGRO
ISVBF (iShares MSCI China A UCITS ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - ISVBF is a China Equities fund tracking the MSCI China A Inclusion Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 5 years, ISVBF returned -5.62%/yr vs 10.72%/yr for DGRO. At a 0.09 correlation, their price movements are largely independent. ISVBF charges 0.40%/yr vs 0.08%/yr for DGRO.
Performance
ISVBF vs. DGRO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ISVBF achieves a -8.72% return, which is significantly lower than DGRO's 9.64% return.
ISVBF
- 1D
- -2.42%
- 1M
- -4.76%
- YTD
- -8.72%
- 6M
- -10.61%
- 1Y
- 2.82%
- 3Y*
- 9.05%
- 5Y*
- -5.62%
- 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%
ISVBF vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ISVBF iShares MSCI China A UCITS ETF | -8.72% | 30.64% | 18.96% | -9.28% | -23.01% | -22.12% |
DGRO iShares Core Dividend Growth ETF | 9.64% | 15.69% | 16.62% | 10.47% | -7.91% | 11.98% |
Correlation
The correlation between ISVBF and DGRO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since May 6, 2021 | 0.09 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ISVBF vs. DGRO — Risk / Return Rank
ISVBF
DGRO
ISVBF vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (ISVBF) 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.
| ISVBF | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.44 | ||
| Sortino ratioReturn per unit of downside risk | -3.33 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.46 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 0.15 | 3.71 | -3.56 |
| Martin ratioReturn relative to average drawdown | 0.34 | 14.33 | -13.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ISVBF | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 2.53 | -2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.78 | -0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.17 | 0.77 | -0.93 |
Drawdowns
ISVBF vs. DGRO - Drawdown Comparison
The maximum ISVBF drawdown since its inception was -53.78%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ISVBF and DGRO.
Loading charts...
Drawdown Indicators
| ISVBF | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.78% | -35.10% | -18.68% |
Max Drawdown (1Y)Largest decline over 1 year | -19.18% | -6.47% | -12.71% |
Max Drawdown (3Y)Largest decline over 3 years | -23.77% | -14.03% | -9.74% |
Max Drawdown (5Y)Largest decline over 5 years | -53.22% | -19.31% | -33.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -26.01% | 0.00% | -26.01% |
Average DrawdownAverage peak-to-trough decline | -32.76% | -3.44% | -29.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.28% | 1.67% | +6.61% |
Volatility
ISVBF vs. DGRO - Volatility Comparison
iShares MSCI China A UCITS ETF (ISVBF) has a higher volatility of 11.06% compared to iShares Core Dividend Growth ETF (DGRO) at 2.24%. This indicates that ISVBF'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.
Loading charts...
Volatility by Period
| ISVBF | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.06% | 2.24% | +8.82% |
Volatility (6M)Calculated over the trailing 6-month period | 26.63% | 6.94% | +19.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.67% | 9.49% | +21.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.21% | 13.82% | +16.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.21% | 16.62% | +13.59% |
ISVBF vs. DGRO - Expense Ratio Comparison
ISVBF has a 0.40% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Dividends
ISVBF vs. DGRO - Dividend Comparison
ISVBF has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ISVBF iShares MSCI China A UCITS 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
ISVBF and DGRO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISVBF has higher volatility (11.06%) compared to DGRO (2.24%). In terms of maximum drawdown, ISVBF dropped -53.78% vs DGRO's -35.10%.
On 5-year performance, DGRO leads with 10.72% vs -5.62% for ISVBF. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DGRO has performed better with a 10.72% return vs -5.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.40% for ISVBF.
DGRO has the higher dividend yield at 1.94%, compared with 0.00% for ISVBF.
ISVBF is categorized as China Equities, while DGRO is Large Cap Growth Equities. ISVBF tracks MSCI China A Inclusion Index, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.40% for ISVBF and 0.08% for DGRO.
DGRO currently has the higher Sharpe Ratio (2.53 vs 0.09), 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.
Find the right allocation for ISVBF and DGRO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer