LDRC vs. DGRO
LDRC (iShares iBonds 1-5 Year Corporate Ladder ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - LDRC is a Short-Term Bond fund tracking the BlackRock iBonds 1-5 Year Corporate Ladder Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past year, LDRC returned 3.12% vs 24.21% for DGRO. Their 0.22 correlation means their historical movements had little consistent relationship. LDRC charges 0.10%/yr vs 0.08%/yr for DGRO.
Performance
LDRC vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, LDRC achieves a 0.75% return, which is significantly lower than DGRO's 13.39% return.
LDRC
- 1D
- -0.16%
- 1M
- -0.50%
- 6M
- 0.51%
- YTD
- 0.75%
- 1Y
- 3.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.26%
DGRO
- 1D
- -0.28%
- 1M
- 0.97%
- 6M
- 9.59%
- YTD
- 13.39%
- 1Y
- 24.21%
- 3Y*
- 16.30%
- 5Y*
- 11.08%
- 10Y*
- 13.44%
- ALL TIME*
- 12.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $103.52M | $104.25M | $110.17M | |
| $277.08K | $298.53K | $510.97K |
LDRC vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF | 0.75% | 6.33% | 0.31% |
DGRO iShares Core Dividend Growth ETF | 13.39% | 15.69% | -3.23% |
Correlation
The correlation between LDRC and DGRO is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.22 |
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Return for Risk
LDRC vs. DGRO — Risk / Return Rank
LDRC
DGRO
LDRC vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) 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.
| LDRC | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.45 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 3.61 | +0.02 |
| Martin ratioReturn relative to average drawdown | 9.87 | 14.07 | -4.20 |
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Drawdowns
LDRC vs. DGRO - Drawdown Comparison
The maximum LDRC drawdown since its inception was -1.00%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for LDRC and DGRO.
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Drawdown Indicators
| LDRC | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.00% | -35.10% | +34.10% |
Max Drawdown (1Y)Largest decline over 1 year | -1.00% | -6.47% | +5.47% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.03% | — |
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 | -0.50% | -1.35% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -0.25% | -3.41% | +3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 1.66% | -1.29% |
Volatility
LDRC vs. DGRO - Volatility Comparison
The current volatility for iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) is 0.60%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.21%. This indicates that LDRC experiences smaller price fluctuations and is considered to be less risky 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
| LDRC | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 3.21% | -2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.26% | 7.12% | -5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.22% | 9.61% | -7.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.45% | 13.79% | -11.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.45% | 16.58% | -14.13% |
LDRC vs. DGRO - Expense Ratio Comparison
LDRC has a 0.10% expense ratio, which is higher than DGRO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LDRC vs. DGRO - Dividend Comparison
LDRC's dividend yield for the trailing twelve months is around 4.22%, more than DGRO's 1.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.89% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF | 4.22% | 4.22% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LDRC and DGRO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGRO has higher volatility (3.21%) compared to LDRC (0.60%). In terms of maximum drawdown, LDRC dropped -1.00% vs DGRO's -35.10%.
On 1-year performance, DGRO leads with 24.21% vs 3.12% for LDRC. On fees, DGRO is cheaper at 0.08% per year. On volatility, LDRC has been the lower-risk option at 0.60%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DGRO has performed better with a 24.21% return vs 3.12%. 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 0.10% for LDRC.
LDRC has the higher dividend yield at 4.22%, compared with 1.89% for DGRO.
LDRC is categorized as Short-Term Bond, while DGRO is Large Cap Growth Equities. LDRC tracks BlackRock iBonds 1-5 Year Corporate Ladder Index, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.10% for LDRC and 0.08% for DGRO.
DGRO currently has the higher Sharpe Ratio (2.44 vs 1.63), 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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