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NDVG vs. IGRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NDVG and IGRO is 0.71, 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.


-0.50.00.51.00.7

Performance

NDVG vs. IGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Dividend Growth ETF (NDVG) and iShares International Dividend Growth ETF (IGRO). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
7.25%
1.22%
NDVG
IGRO

Key characteristics

Sharpe Ratio

NDVG:

1.92

IGRO:

0.79

Sortino Ratio

NDVG:

2.61

IGRO:

1.13

Omega Ratio

NDVG:

1.34

IGRO:

1.14

Calmar Ratio

NDVG:

4.11

IGRO:

0.99

Martin Ratio

NDVG:

12.37

IGRO:

2.76

Ulcer Index

NDVG:

1.57%

IGRO:

3.41%

Daily Std Dev

NDVG:

10.08%

IGRO:

11.98%

Max Drawdown

NDVG:

-19.71%

IGRO:

-36.25%

Current Drawdown

NDVG:

-2.91%

IGRO:

-8.73%

Returns By Period

In the year-to-date period, NDVG achieves a 0.45% return, which is significantly lower than IGRO's 0.59% return.


NDVG

YTD

0.45%

1M

-2.56%

6M

7.25%

1Y

19.53%

5Y*

N/A

10Y*

N/A

IGRO

YTD

0.59%

1M

-4.11%

6M

1.22%

1Y

9.19%

5Y*

5.36%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NDVG vs. IGRO - Expense Ratio Comparison

NDVG has a 0.64% expense ratio, which is higher than IGRO's 0.22% expense ratio.


NDVG
Nuveen Dividend Growth ETF
Expense ratio chart for NDVG: current value at 0.64% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.64%
Expense ratio chart for IGRO: current value at 0.22% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.22%

Risk-Adjusted Performance

NDVG vs. IGRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) and iShares International Dividend Growth ETF (IGRO). 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.


Sharpe ratio
The chart of Sharpe ratio for NDVG, currently valued at 1.92, compared to the broader market0.002.004.001.920.79
The chart of Sortino ratio for NDVG, currently valued at 2.61, compared to the broader market-2.000.002.004.006.008.0010.002.611.13
The chart of Omega ratio for NDVG, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.341.14
The chart of Calmar ratio for NDVG, currently valued at 4.11, compared to the broader market0.005.0010.0015.004.110.99
The chart of Martin ratio for NDVG, currently valued at 12.37, compared to the broader market0.0020.0040.0060.0080.00100.0012.372.76
NDVG
IGRO

The current NDVG Sharpe Ratio is 1.92, which is higher than the IGRO Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of NDVG and IGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00AugustSeptemberOctoberNovemberDecember2025
1.92
0.79
NDVG
IGRO

Dividends

NDVG vs. IGRO - Dividend Comparison

NDVG's dividend yield for the trailing twelve months is around 1.19%, less than IGRO's 2.42% yield.


TTM202420232022202120202019201820172016
NDVG
Nuveen Dividend Growth ETF
1.19%1.20%1.24%1.34%0.57%0.00%0.00%0.00%0.00%0.00%
IGRO
iShares International Dividend Growth ETF
2.42%2.44%2.79%2.69%2.27%2.41%2.65%2.97%2.43%1.18%

Drawdowns

NDVG vs. IGRO - Drawdown Comparison

The maximum NDVG drawdown since its inception was -19.71%, smaller than the maximum IGRO drawdown of -36.25%. Use the drawdown chart below to compare losses from any high point for NDVG and IGRO. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.91%
-8.73%
NDVG
IGRO

Volatility

NDVG vs. IGRO - Volatility Comparison

Nuveen Dividend Growth ETF (NDVG) and iShares International Dividend Growth ETF (IGRO) have volatilities of 3.45% and 3.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%AugustSeptemberOctoberNovemberDecember2025
3.45%
3.62%
NDVG
IGRO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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