LRNZ vs. DGRO
LRNZ (TrueShares Technology, AI & Deep Learning ETF) and DGRO (iShares Core Dividend Growth ETF) are both Large Cap Growth Equities funds. LRNZ is actively managed, while DGRO is passively managed. At a correlation of -0.90, they often move in opposite directions. LRNZ charges 0.68%/yr vs 0.08%/yr for DGRO.
Performance
LRNZ vs. DGRO - Performance Comparison
Loading charts...
Returns By Period
LRNZ
- 1D
- -3.48%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 1.25%
- 1M
- 2.37%
- 6M
- 9.53%
- YTD
- 12.80%
- 1Y
- 22.87%
- 3Y*
- 17.04%
- 5Y*
- 11.27%
- 10Y*
- 13.31%
LRNZ vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
LRNZ TrueShares Technology, AI & Deep Learning ETF | -5.22% |
DGRO iShares Core Dividend Growth ETF | 0.88% |
Correlation
The correlation between LRNZ and DGRO is -0.90, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | -0.90 |
LRNZ vs. DGRO - Sectors Allocation Comparison
Sectors
LRNZ
DGRO
Technology
Healthcare
Communication Services
Basic Materials
-
Consumer Cyclical
-
Consumer Defensive
-
Energy
-
Financial Services
-
Industrials
-
Real Estate
-
-
Utilities
-
Technology
LRNZ
DGRO
Healthcare
LRNZ
DGRO
Communication Services
LRNZ
DGRO
Basic Materials
LRNZ
-
DGRO
Consumer Cyclical
LRNZ
-
DGRO
Consumer Defensive
LRNZ
-
DGRO
Energy
LRNZ
-
DGRO
Financial Services
LRNZ
-
DGRO
Industrials
LRNZ
-
DGRO
Real Estate
LRNZ
-
DGRO
-
Utilities
LRNZ
-
DGRO
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LRNZ vs. DGRO — Risk / Return Rank
LRNZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DGRO
LRNZ vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Technology, AI & Deep Learning ETF (LRNZ) 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.
| LRNZ | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.55 | — |
| Martin ratioReturn relative to average drawdown | — | 13.71 | — |
Loading charts...
Drawdowns
LRNZ vs. DGRO - Drawdown Comparison
The maximum LRNZ drawdown since its inception was -5.22%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for LRNZ and DGRO.
Loading charts...
Drawdown Indicators
| LRNZ | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.22% | -35.10% | +29.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.47% | — |
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 | -5.22% | 0.00% | -5.22% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -3.42% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.67% | — |
Volatility
LRNZ vs. DGRO - Volatility Comparison
Loading charts...
Volatility by Period
| LRNZ | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.81% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.09% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.71% | 9.53% | +27.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.71% | 13.81% | +22.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.71% | 16.57% | +20.14% |
LRNZ vs. DGRO - Expense Ratio Comparison
LRNZ has a 0.68% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Dividends
LRNZ vs. DGRO - Dividend Comparison
LRNZ has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.90% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
LRNZ TrueShares Technology, AI & Deep Learning ETF | 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
LRNZ and DGRO have a correlation of -0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.68% for LRNZ.
DGRO has the higher dividend yield at 1.90%, compared with 0.00% for LRNZ.
They also come from different issuers: TrueMark Investments and iShares. Their fees differ too: 0.68% for LRNZ and 0.08% for DGRO.
Find the right allocation for LRNZ and DGRO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer