NSBRX vs. DGRO
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and iShares Core Dividend Growth ETF (DGRO).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSBRX or DGRO.
Correlation
The correlation between NSBRX and DGRO is 0.91, 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.
Performance
NSBRX vs. DGRO - Performance Comparison
Key characteristics
NSBRX:
0.27
DGRO:
0.51
NSBRX:
0.48
DGRO:
0.81
NSBRX:
1.07
DGRO:
1.12
NSBRX:
0.24
DGRO:
0.54
NSBRX:
0.79
DGRO:
2.31
NSBRX:
5.68%
DGRO:
3.29%
NSBRX:
16.40%
DGRO:
14.84%
NSBRX:
-45.42%
DGRO:
-35.10%
NSBRX:
-12.08%
DGRO:
-7.39%
Returns By Period
In the year-to-date period, NSBRX achieves a -4.05% return, which is significantly lower than DGRO's -2.54% return. Over the past 10 years, NSBRX has underperformed DGRO with an annualized return of 6.53%, while DGRO has yielded a comparatively higher 10.93% annualized return.
NSBRX
-4.05%
-2.76%
-9.91%
4.16%
10.02%
6.53%
DGRO
-2.54%
-3.96%
-3.79%
7.83%
13.62%
10.93%
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NSBRX vs. DGRO - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
NSBRX vs. DGRO — Risk-Adjusted Performance Rank
NSBRX
DGRO
NSBRX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) 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.
Dividends
NSBRX vs. DGRO - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 1.23%, less than DGRO's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 1.23% | 1.16% | 1.33% | 1.41% | 1.31% | 1.44% | 1.77% | 2.06% | 1.58% | 1.75% | 1.89% | 1.67% |
DGRO iShares Core Dividend Growth ETF | 2.33% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
NSBRX vs. DGRO - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.42%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for NSBRX and DGRO. For additional features, visit the drawdowns tool.
Volatility
NSBRX vs. DGRO - Volatility Comparison
Nuveen Dividend Growth Fund (NSBRX) has a higher volatility of 11.72% compared to iShares Core Dividend Growth ETF (DGRO) at 11.00%. This indicates that NSBRX'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.