IXJ vs. DGRO
Compare and contrast key facts about iShares Global Healthcare ETF (IXJ) and iShares Core Dividend Growth ETF (DGRO).
IXJ and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001. 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 IXJ 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
IXJ vs. DGRO - Performance Comparison
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IXJ vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | -2.96% | 14.99% | 0.55% | 3.62% | -4.94% | 19.60% | 12.74% | 23.23% | 2.83% | 20.44% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, IXJ achieves a -2.96% return, which is significantly lower than DGRO's 1.60% return. Over the past 10 years, IXJ has underperformed DGRO with an annualized return of 8.51%, while DGRO has yielded a comparatively higher 12.81% annualized return.
IXJ
- 1D
- 1.05%
- 1M
- -5.74%
- YTD
- -2.96%
- 6M
- 3.71%
- 1Y
- 6.94%
- 3Y*
- 5.79%
- 5Y*
- 5.55%
- 10Y*
- 8.51%
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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IXJ vs. DGRO - Expense Ratio Comparison
IXJ has a 0.46% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
IXJ vs. DGRO — Risk / Return Rank
IXJ
DGRO
IXJ vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) 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.
| IXJ | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.14 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.66 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.48 | -0.97 |
Martin ratioReturn relative to average drawdown | 1.37 | 6.80 | -5.43 |
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
| IXJ | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.14 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.74 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.77 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.73 | -0.31 |
Correlation
The correlation between IXJ and DGRO is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IXJ vs. DGRO - Dividend Comparison
IXJ's dividend yield for the trailing twelve months is around 1.44%, less than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | 1.44% | 1.40% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.85% |
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
IXJ vs. DGRO - Drawdown Comparison
The maximum IXJ drawdown since its inception was -40.60%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for IXJ and DGRO.
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Drawdown Indicators
| IXJ | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -35.10% | -5.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -10.92% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -18.14% | -19.31% | +1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -27.35% | -35.10% | +7.75% |
Current DrawdownCurrent decline from peak | -7.07% | -4.70% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -3.48% | -3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 2.37% | +1.41% |
Volatility
IXJ vs. DGRO - Volatility Comparison
iShares Global Healthcare ETF (IXJ) has a higher volatility of 5.11% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that IXJ'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
| IXJ | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 3.57% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 7.21% | +3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 14.47% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 13.84% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 16.63% | -0.97% |