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 -2.48%/yr vs 11.29%/yr for DGRO. Their 0.08 correlation means their historical movements had little consistent relationship. ISVBF charges 0.40%/yr vs 0.08%/yr for DGRO.
Performance
ISVBF vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, ISVBF achieves a -6.75% return, which is significantly lower than DGRO's 15.02% return.
ISVBF
- 1D
- -0.66%
- 1M
- 9.06%
- 6M
- -8.63%
- YTD
- -6.75%
- 1Y
- -0.99%
- 3Y*
- 8.45%
- 5Y*
- -2.48%
- 10Y*
- —
- ALL TIME*
- -4.43%
DGRO
- 1D
- 1.09%
- 1M
- 2.42%
- 6M
- 10.12%
- YTD
- 15.02%
- 1Y
- 24.63%
- 3Y*
- 17.52%
- 5Y*
- 11.29%
- 10Y*
- 13.50%
- ALL TIME*
- 12.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $108.47M | $103.38M | $110.52M | |
| $147.49K | $255.95K | $315.23K |
ISVBF vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ISVBF iShares MSCI China A UCITS ETF | -6.75% | 30.64% | 18.96% | -9.28% | -23.01% | -22.12% |
DGRO iShares Core Dividend Growth ETF | 15.02% | 15.69% | 16.62% | 10.47% | -7.91% | 12.16% |
Correlation
The correlation between ISVBF and DGRO is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (All Time) Calculated using the full available price history since May 5, 2021 | 0.08 |
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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.
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.
| ISVBF | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.63 | ||
| Sortino ratioReturn per unit of downside risk | -3.59 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.48 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 3.83 | -3.87 |
| Martin ratioReturn relative to average drawdown | -0.09 | 14.91 | -14.99 |
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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.
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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 | -24.14% | -6.47% | -17.67% |
Max Drawdown (3Y)Largest decline over 3 years | -24.14% | -14.03% | -10.11% |
Max Drawdown (5Y)Largest decline over 5 years | -46.06% | -19.31% | -26.75% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -24.42% | 0.00% | -24.42% |
Average DrawdownAverage peak-to-trough decline | -32.57% | -3.40% | -29.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.23% | 1.66% | +9.57% |
Volatility
ISVBF vs. DGRO - Volatility Comparison
iShares MSCI China A UCITS ETF (ISVBF) has a higher volatility of 6.46% compared to iShares Core Dividend Growth ETF (DGRO) at 3.05%. 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.
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Volatility by Period
| ISVBF | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 3.05% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 26.45% | 7.16% | +19.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.60% | 9.58% | +22.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.08% | 13.80% | +16.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.06% | 16.59% | +13.47% |
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 1.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.87% | 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 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISVBF has higher volatility (6.46%) compared to DGRO (3.05%). In terms of maximum drawdown, ISVBF dropped -53.78% vs DGRO's -35.10%.
On 5-year performance, DGRO leads with 11.29% vs -2.48% for ISVBF. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 3.05%. 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 11.29% return vs -2.48%. 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 1.87%, 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 (2.60 vs -0.03), 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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