IVRS vs. DGRO
Compare and contrast key facts about iShares Future Metaverse Tech And Communications ETF (IVRS) and iShares Core Dividend Growth ETF (DGRO).
IVRS and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVRS is a passively managed fund by iShares that tracks the performance of the Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net. It was launched on Feb 14, 2023. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both IVRS and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IVRS vs. DGRO - Performance Comparison
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IVRS vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | -16.81% | 12.75% | 7.40% | 28.15% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 7.88% |
Returns By Period
In the year-to-date period, IVRS achieves a -16.81% return, which is significantly lower than DGRO's 1.60% return.
IVRS
- 1D
- -0.21%
- 1M
- -6.84%
- YTD
- -16.81%
- 6M
- -27.75%
- 1Y
- -5.86%
- 3Y*
- 7.25%
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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IVRS vs. DGRO - Expense Ratio Comparison
IVRS has a 0.47% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
IVRS vs. DGRO — Risk / Return Rank
IVRS
DGRO
IVRS vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future Metaverse Tech And Communications ETF (IVRS) 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.
| IVRS | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 1.14 | -1.38 |
Sortino ratioReturn per unit of downside risk | -0.17 | 1.66 | -1.83 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.25 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 1.48 | -1.64 |
Martin ratioReturn relative to average drawdown | -0.43 | 6.80 | -7.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVRS | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 1.14 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.73 | -0.31 |
Correlation
The correlation between IVRS and DGRO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IVRS vs. DGRO - Dividend Comparison
IVRS's dividend yield for the trailing twelve months is around 9.47%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | 9.47% | 7.88% | 6.65% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
IVRS vs. DGRO - Drawdown Comparison
The maximum IVRS drawdown since its inception was -31.43%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IVRS and DGRO.
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Drawdown Indicators
| IVRS | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.43% | -35.10% | +3.67% |
Max Drawdown (1Y)Largest decline over 1 year | -31.43% | -10.92% | -20.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -28.43% | -4.70% | -23.73% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -3.48% | -1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.86% | 2.37% | +9.49% |
Volatility
IVRS vs. DGRO - Volatility Comparison
iShares Future Metaverse Tech And Communications ETF (IVRS) has a higher volatility of 9.20% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that IVRS'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
| IVRS | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.20% | 3.57% | +5.63% |
Volatility (6M)Calculated over the trailing 6-month period | 17.66% | 7.21% | +10.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.78% | 14.47% | +10.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.36% | 13.84% | +6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 16.63% | +3.73% |