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POWR vs. DGRO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

POWR vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Power Infrastructure ETF (POWR) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

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POWR vs. DGRO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
POWR
iShares U.S. Power Infrastructure ETF
12.26%10.81%-1.30%3.66%42.54%42.03%-28.30%8.44%-11.74%9.69%
DGRO
iShares Core Dividend Growth ETF
1.60%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%23.00%

Returns By Period

In the year-to-date period, POWR achieves a 12.26% return, which is significantly higher than DGRO's 1.60% return. Over the past 10 years, POWR has underperformed DGRO with an annualized return of 8.88%, while DGRO has yielded a comparatively higher 12.81% annualized return.


POWR

1D
0.42%
1M
-1.18%
YTD
12.26%
6M
11.01%
1Y
13.80%
3Y*
9.78%
5Y*
16.12%
10Y*
8.88%

DGRO

1D
0.03%
1M
-4.46%
YTD
1.60%
6M
3.88%
1Y
16.44%
3Y*
14.60%
5Y*
10.14%
10Y*
12.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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POWR vs. DGRO - Expense Ratio Comparison

POWR has a 0.40% expense ratio, which is higher than DGRO's 0.08% expense ratio.


Return for Risk

POWR vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POWR
POWR Risk / Return Rank: 3131
Overall Rank
POWR Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 3030
Sortino Ratio Rank
POWR Omega Ratio Rank: 3232
Omega Ratio Rank
POWR Calmar Ratio Rank: 3030
Calmar Ratio Rank
POWR Martin Ratio Rank: 3131
Martin Ratio Rank

DGRO
DGRO Risk / Return Rank: 6363
Overall Rank
DGRO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 6363
Sortino Ratio Rank
DGRO Omega Ratio Rank: 6666
Omega Ratio Rank
DGRO Calmar Ratio Rank: 5656
Calmar Ratio Rank
DGRO Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POWR vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) 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.


POWRDGRODifference

Sharpe ratio

Return per unit of total volatility

0.64

1.14

-0.50

Sortino ratio

Return per unit of downside risk

0.94

1.66

-0.72

Omega ratio

Gain probability vs. loss probability

1.14

1.25

-0.11

Calmar ratio

Return relative to maximum drawdown

0.80

1.48

-0.67

Martin ratio

Return relative to average drawdown

2.84

6.80

-3.96

POWR vs. DGRO - Sharpe Ratio Comparison

The current POWR Sharpe Ratio is 0.64, which is lower than the DGRO Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of POWR and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


POWRDGRODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

1.14

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.74

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.77

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.73

-0.56

Correlation

The correlation between POWR and DGRO is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

POWR vs. DGRO - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 7.04%, more than DGRO's 2.10% yield.


TTM20252024202320222021202020192018201720162015
POWR
iShares U.S. Power Infrastructure ETF
7.04%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%
DGRO
iShares Core Dividend Growth ETF
2.10%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%

Drawdowns

POWR vs. DGRO - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for POWR and DGRO.


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Drawdown Indicators


POWRDGRODifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-35.10%

-30.88%

Max Drawdown (1Y)

Largest decline over 1 year

-17.63%

-10.92%

-6.71%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

-19.31%

-5.78%

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

-35.10%

-28.32%

Current Drawdown

Current decline from peak

-1.62%

-4.70%

+3.08%

Average Drawdown

Average peak-to-trough decline

-18.35%

-3.48%

-14.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.00%

2.37%

+2.63%

Volatility

POWR vs. DGRO - Volatility Comparison

iShares U.S. Power Infrastructure ETF (POWR) has a higher volatility of 5.66% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that POWR'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.


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Volatility by Period


POWRDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.66%

3.57%

+2.09%

Volatility (6M)

Calculated over the trailing 6-month period

11.94%

7.21%

+4.73%

Volatility (1Y)

Calculated over the trailing 1-year period

21.77%

14.47%

+7.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.22%

13.84%

+9.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.64%

16.63%

+9.01%