LDRT vs. DGRO
LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - LDRT is a Government Bonds fund tracking the BlackRock iBonds® 1-5 Year Treasury 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, LDRT returned 3.49% vs 22.81% for DGRO. At a 0.09 correlation, their price movements are largely independent. LDRT charges 0.07%/yr vs 0.08%/yr for DGRO.
Performance
LDRT vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, LDRT achieves a 0.74% return, which is significantly lower than DGRO's 8.84% return.
LDRT
- 1D
- 0.00%
- 1M
- 0.16%
- YTD
- 0.74%
- 6M
- 0.93%
- 1Y
- 3.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 0.08%
- 1M
- 0.48%
- YTD
- 8.84%
- 6M
- 8.25%
- 1Y
- 22.81%
- 3Y*
- 16.80%
- 5Y*
- 11.08%
- 10Y*
- 13.58%
LDRT vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF | 0.74% | 5.55% | 0.44% |
DGRO iShares Core Dividend Growth ETF | 8.84% | 15.69% | -3.23% |
Correlation
The correlation between LDRT and DGRO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.09 |
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Return for Risk
LDRT vs. DGRO — Risk / Return Rank
LDRT
DGRO
LDRT vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) 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.
| LDRT | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.43 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 3.54 | -0.39 |
| Martin ratioReturn relative to average drawdown | 8.16 | 13.67 | -5.51 |
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Drawdowns
LDRT vs. DGRO - Drawdown Comparison
The maximum LDRT drawdown since its inception was -1.11%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for LDRT and DGRO.
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Drawdown Indicators
| LDRT | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.11% | -35.10% | +33.99% |
Max Drawdown (1Y)Largest decline over 1 year | -1.11% | -6.47% | +5.36% |
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% | -1.21% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -0.32% | -3.43% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 1.67% | -1.24% |
Volatility
LDRT vs. DGRO - Volatility Comparison
The current volatility for iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) is 0.79%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.64%. This indicates that LDRT 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
| LDRT | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 2.64% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 6.94% | -5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.80% | 9.55% | -6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.77% | 13.80% | -11.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.77% | 16.63% | -13.86% |
LDRT vs. DGRO - Expense Ratio Comparison
LDRT has a 0.07% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LDRT vs. DGRO - Dividend Comparison
LDRT's dividend yield for the trailing twelve months is around 4.08%, more than DGRO's 1.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.97% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF | 4.08% | 3.86% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LDRT and DGRO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGRO has higher volatility (2.64%) compared to LDRT (0.79%). In terms of maximum drawdown, LDRT dropped -1.11% vs DGRO's -35.10%.
On 1-year performance, DGRO leads with 22.81% vs 3.49% for LDRT. On fees, LDRT is cheaper at 0.07% per year. On volatility, LDRT has been the lower-risk option at 0.79%. 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 22.81% return vs 3.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDRT is cheaper with a 0.07% expense ratio, compared with 0.08% for DGRO.
LDRT has the higher dividend yield at 4.08%, compared with 1.97% for DGRO.
LDRT is categorized as Government Bonds, while DGRO is Large Cap Growth Equities. LDRT tracks BlackRock iBonds® 1-5 Year Treasury Ladder Index, while DGRO tracks Morningstar US Dividend Growth Index. Their fees differ too: 0.07% for LDRT and 0.08% for DGRO.
DGRO currently has the higher Sharpe Ratio (2.40 vs 1.26), 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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