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 -5.34%/yr vs 10.99%/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 -8.71% return, which is significantly lower than DGRO's 11.40% return.
ISVBF
- 1D
- 1.84%
- 1M
- -1.17%
- 6M
- -13.00%
- YTD
- -8.71%
- 1Y
- -1.01%
- 3Y*
- 8.64%
- 5Y*
- -5.34%
- 10Y*
- —
DGRO
- 1D
- 0.16%
- 1M
- 1.34%
- 6M
- 8.53%
- YTD
- 11.40%
- 1Y
- 22.05%
- 3Y*
- 16.63%
- 5Y*
- 10.99%
- 10Y*
- 13.17%
ISVBF vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ISVBF iShares MSCI China A UCITS ETF | -8.71% | 30.64% | 18.96% | -9.28% | -23.01% | -22.12% |
DGRO iShares Core Dividend Growth ETF | 11.40% | 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 | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
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 | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.24 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.43 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 3.42 | -3.47 |
| Martin ratioReturn relative to average drawdown | -0.10 | 13.22 | -13.31 |
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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 | -52.51% | -19.31% | -33.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -26.01% | -1.24% | -24.77% |
Average DrawdownAverage peak-to-trough decline | -32.64% | -3.42% | -29.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.49% | 1.67% | +8.82% |
Volatility
ISVBF vs. DGRO - Volatility Comparison
iShares MSCI China A UCITS ETF (ISVBF) has a higher volatility of 7.72% compared to iShares Core Dividend Growth ETF (DGRO) at 2.55%. 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 | 7.72% | 2.55% | +5.17% |
Volatility (6M)Calculated over the trailing 6-month period | 27.02% | 7.00% | +20.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.48% | 9.53% | +21.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.46% | 13.80% | +16.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.13% | 16.57% | +13.56% |
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 1.93%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.93% | 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 (7.72%) compared to DGRO (2.55%). In terms of maximum drawdown, ISVBF dropped -53.78% vs DGRO's -35.10%.
On 5-year performance, DGRO leads with 10.99% vs -5.34% for ISVBF. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.55%. 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 10.99% return vs -5.34%. 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 1.93%, 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 (2.34 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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