SDHC vs. DGRO
SDHC (Smith Douglas Homes Corp) is a stock, while DGRO (iShares Core Dividend Growth ETF) is Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Over the past year, SDHC returned -25.82% vs 21.63% for DGRO. At a 0.37 correlation, their price movements are largely independent.
Performance
SDHC vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, SDHC achieves a -7.81% return, which is significantly lower than DGRO's 12.23% return.
SDHC
- 1D
- 0.19%
- 1M
- 14.35%
- 6M
- -20.64%
- YTD
- -7.81%
- 1Y
- -25.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRO
- 1D
- 0.19%
- 1M
- 2.16%
- 6M
- 9.63%
- YTD
- 12.23%
- 1Y
- 21.63%
- 3Y*
- 16.92%
- 5Y*
- 11.06%
- 10Y*
- 13.26%
SDHC vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SDHC Smith Douglas Homes Corp | -7.81% | -34.59% | 9.11% |
DGRO iShares Core Dividend Growth ETF | 12.23% | 15.69% | 16.34% |
Correlation
The correlation between SDHC and DGRO is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.37 |
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Return for Risk
SDHC vs. DGRO — Risk / Return Rank
SDHC
DGRO
SDHC vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Smith Douglas Homes Corp (SDHC) 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.
| SDHC | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.73 | ||
| Sortino ratioReturn per unit of downside risk | -3.64 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.42 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 3.36 | -3.86 |
| Martin ratioReturn relative to average drawdown | -0.89 | 12.98 | -13.88 |
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Drawdowns
SDHC vs. DGRO - Drawdown Comparison
The maximum SDHC drawdown since its inception was -71.98%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SDHC and DGRO.
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Drawdown Indicators
| SDHC | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -35.10% | -36.88% |
Max Drawdown (1Y)Largest decline over 1 year | -52.01% | -6.47% | -45.54% |
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 | -60.04% | -0.50% | -59.54% |
Average DrawdownAverage peak-to-trough decline | -36.66% | -3.42% | -33.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.92% | 1.67% | +27.25% |
Volatility
SDHC vs. DGRO - Volatility Comparison
Smith Douglas Homes Corp (SDHC) has a higher volatility of 13.59% compared to iShares Core Dividend Growth ETF (DGRO) at 2.52%. This indicates that SDHC'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
| SDHC | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.59% | 2.52% | +11.07% |
Volatility (6M)Calculated over the trailing 6-month period | 43.02% | 6.94% | +36.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.60% | 9.50% | +50.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.35% | 13.79% | +40.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.35% | 16.57% | +37.78% |
Dividends
SDHC vs. DGRO - Dividend Comparison
SDHC has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.91% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
SDHC Smith Douglas Homes Corp | 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
SDHC and DGRO have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDHC has higher volatility (13.59%) compared to DGRO (2.52%). In terms of maximum drawdown, SDHC dropped -71.98% vs DGRO's -35.10%.
DGRO currently has the higher Sharpe Ratio (2.29 vs -0.44), 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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