KCR.L vs. DGRO
KCR.L (KCR Residential Reit plc) is a stock, while DGRO (iShares Core Dividend Growth ETF) is Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Over the past 10 years, KCR.L returned -20.71%/yr vs 14.22%/yr for DGRO. At a correlation of -0.01, they often move in opposite directions.
Performance
KCR.L vs. DGRO - Performance Comparison
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Different Trading Currencies
KCR.L is traded in GBp, while DGRO is traded in USD. To make them comparable, the DGRO values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, KCR.L achieves a -2.99% return, which is significantly lower than DGRO's 9.88% return. Over the past 10 years, KCR.L has underperformed DGRO with an annualized return of -20.71%, while DGRO has yielded a comparatively higher 14.22% annualized return.
KCR.L
- 1D
- 0.00%
- 1M
- -10.00%
- YTD
- -2.99%
- 6M
- -2.99%
- 1Y
- -26.36%
- 3Y*
- 2.60%
- 5Y*
- -14.28%
- 10Y*
- -20.71%
DGRO
- 1D
- -0.16%
- 1M
- 4.10%
- YTD
- 9.88%
- 6M
- 9.05%
- 1Y
- 25.36%
- 3Y*
- 14.34%
- 5Y*
- 11.87%
- 10Y*
- 14.22%
KCR.L vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KCR.L KCR Residential Reit plc | -2.99% | -1.76% | -15.00% | -20.00% | -21.87% | -31.91% | -51.55% | -10.19% | -36.47% | 25.93% |
DGRO iShares Core Dividend Growth ETF | 9.88% | 7.45% | 18.66% | 4.95% | 3.04% | 27.84% | 6.28% | 24.93% | 3.41% | 12.36% |
Correlation
The correlation between KCR.L and DGRO is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2015 | -0.01 |
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Return for Risk
KCR.L vs. DGRO — Risk / Return Rank
KCR.L
DGRO
KCR.L vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KCR Residential Reit plc (KCR.L) 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.
| KCR.L | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.12 | ||
| Sortino ratioReturn per unit of downside risk | -4.00 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.47 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 4.44 | -5.06 |
| Martin ratioReturn relative to average drawdown | -1.05 | 16.21 | -17.26 |
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
| KCR.L | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 2.64 | -3.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.31 | 0.90 | -1.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.54 | 0.84 | -1.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | 0.87 | -1.40 |
Drawdowns
KCR.L vs. DGRO - Drawdown Comparison
The maximum KCR.L drawdown since its inception was -94.06%, which is greater than DGRO's maximum drawdown of -27.11%. Use the drawdown chart below to compare losses from any high point for KCR.L and DGRO.
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Drawdown Indicators
| KCR.L | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.06% | -27.11% | -66.95% |
Max Drawdown (1Y)Largest decline over 1 year | -37.20% | -5.73% | -31.47% |
Max Drawdown (3Y)Largest decline over 3 years | -37.20% | -16.44% | -20.76% |
Max Drawdown (5Y)Largest decline over 5 years | -74.95% | -16.44% | -58.51% |
Max Drawdown (10Y)Largest decline over 10 years | -93.50% | -27.11% | -66.39% |
Current DrawdownCurrent decline from peak | -92.00% | -0.16% | -91.84% |
Average DrawdownAverage peak-to-trough decline | -62.31% | -3.25% | -59.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.66% | 1.57% | +20.09% |
Volatility
KCR.L vs. DGRO - Volatility Comparison
KCR Residential Reit plc (KCR.L) has a higher volatility of 10.54% compared to iShares Core Dividend Growth ETF (DGRO) at 2.60%. This indicates that KCR.L'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
| KCR.L | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.54% | 2.60% | +7.94% |
Volatility (6M)Calculated over the trailing 6-month period | 25.22% | 7.21% | +18.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.65% | 9.67% | +45.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.18% | 13.17% | +33.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.11% | 16.97% | +21.14% |
Dividends
KCR.L vs. DGRO - Dividend Comparison
KCR.L 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% |
KCR.L KCR Residential Reit plc | 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
KCR.L and DGRO have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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