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 -6.63%/yr vs 10.96%/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
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Returns By Period
In the year-to-date period, ISVBF achieves a -14.80% return, which is significantly lower than DGRO's 9.70% return.
ISVBF
- 1D
- -0.85%
- 1M
- -9.22%
- YTD
- -14.80%
- 6M
- -14.96%
- 1Y
- -6.39%
- 3Y*
- 7.90%
- 5Y*
- -6.63%
- 10Y*
- —
DGRO
- 1D
- 0.31%
- 1M
- 1.60%
- YTD
- 9.70%
- 6M
- 8.51%
- 1Y
- 22.32%
- 3Y*
- 17.00%
- 5Y*
- 10.96%
- 10Y*
- 13.86%
ISVBF vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ISVBF iShares MSCI China A UCITS ETF | -14.80% | 30.64% | 18.96% | -9.28% | -23.01% | -22.12% |
DGRO iShares Core Dividend Growth ETF | 9.70% | 15.69% | 16.62% | 10.47% | -7.91% | 12.16% |
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 | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since May 5, 2021 | 0.09 |
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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 | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.52 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.43 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 3.47 | -3.75 |
| Martin ratioReturn relative to average drawdown | -0.68 | 13.37 | -14.05 |
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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 | -22.63% | -6.47% | -16.16% |
Max Drawdown (3Y)Largest decline over 3 years | -23.77% | -14.03% | -9.74% |
Max Drawdown (5Y)Largest decline over 5 years | -52.51% | -19.31% | -33.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -30.95% | -0.44% | -30.51% |
Average DrawdownAverage peak-to-trough decline | -32.68% | -3.43% | -29.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.39% | 1.67% | +7.72% |
Volatility
ISVBF vs. DGRO - Volatility Comparison
iShares MSCI China A UCITS ETF (ISVBF) has a higher volatility of 7.55% compared to iShares Core Dividend Growth ETF (DGRO) at 2.46%. 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 | 7.55% | 2.46% | +5.09% |
Volatility (6M)Calculated over the trailing 6-month period | 26.94% | 6.92% | +20.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.86% | 9.49% | +21.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.32% | 13.79% | +16.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.14% | 16.59% | +13.55% |
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 1.96%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.96% | 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 (7.55%) compared to DGRO (2.46%). In terms of maximum drawdown, ISVBF dropped -53.78% vs DGRO's -35.10%.
On 5-year performance, DGRO leads with 10.96% vs -6.63% for ISVBF. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.46%. 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 10.96% return vs -6.63%. 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 1.96%, 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 (2.37 vs -0.21), 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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