STXD vs. DGRO

Last updated Jun 23, 2026

STXD (Strive 1000 Dividend Growth ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - STXD is a Large Cap Blend Equities fund tracking the Bloomberg US 1000 Dividend Growth Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 3 years, STXD returned 15.17%/yr vs 16.80%/yr for DGRO. Their correlation of 0.89 suggests significant overlap in exposure. STXD charges 0.35%/yr vs 0.08%/yr for DGRO.

Performance

STXD vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Dividend Growth ETF (STXD) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STXD achieves a 6.99% return, which is significantly lower than DGRO's 8.84% return.

STXD

• 1D: 0.08%
• 1M: 3.29%
• YTD: 6.99%
• 6M: 6.43%
• 1Y: 19.19%
• 3Y*: 15.17%
• 5Y*: —
• 10Y*: —

DGRO

• 1D: 0.08%
• 1M: 0.48%
• YTD: 8.84%
• 6M: 8.25%
• 1Y: 22.81%
• 3Y*: 16.80%
• 5Y*: 11.08%
• 10Y*: 13.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STXD vs. DGRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
STXD Strive 1000 Dividend Growth ETF	6.99%	14.79%	14.51%	13.94%	1.51%
DGRO iShares Core Dividend Growth ETF	8.84%	15.69%	16.62%	10.47%	3.73%

Correlation

The correlation between STXD and DGRO is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.83
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022	0.89

The correlation between STXD and DGRO has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.

STXD vs. DGRO - Sectors Allocation Comparison

Sectors	STXD	DGRO
Technology	25.3%	22.0%
Financial Services	24.6%	20.6%
Industrials	16.0%	10.4%
Healthcare	12.7%	16.5%
Consumer Cyclical	8.5%	5.4%
Consumer Defensive	3.6%	11.1%
Real Estate	3.2%	-
Basic Materials	3.0%	2.4%
Utilities	2.2%	6.4%
Energy	0.2%	5.1%
Communication Services	0.1%	0.1%

Return for Risk

STXD vs. DGRO — Risk / Return Rank

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

STXD

STXD Risk / Return Rank: 48
STXD Sharpe Ratio Rank: 49
STXD Sortino Ratio Rank: 50
STXD Omega Ratio Rank: 46
STXD Calmar Ratio Rank: 43
STXD Martin Ratio Rank: 52

DGRO

DGRO Risk / Return Rank: 77
DGRO Sharpe Ratio Rank: 78
DGRO Sortino Ratio Rank: 82
DGRO Omega Ratio Rank: 77
DGRO Calmar Ratio Rank: 72
DGRO Martin Ratio Rank: 74

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.

STXD vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) 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.

	STXD	DGRO	Difference
Sharpe ratio: Return per unit of total volatility	1.64	2.40	-0.77
Sortino ratio: Return per unit of downside risk	2.39	3.49	-1.10
Omega ratio: Gain probability vs. loss probability	1.29	1.43	-0.15
Calmar ratio: Return relative to maximum drawdown	2.09	3.54	-1.45
Martin ratio: Return relative to average drawdown	8.65	13.67	-5.02

STXD vs. DGRO - Sharpe Ratio Comparison

The current STXD Sharpe Ratio is 1.64, which is lower than the DGRO Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of STXD and DGRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STXD vs. DGRO - Drawdown Comparison

The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for STXD and DGRO.

Drawdown Indicators

	STXD	DGRO	Difference
Max Drawdown Largest peak-to-trough decline	-14.87%	-35.10%	+20.23%
Max Drawdown (1Y) Largest decline over 1 year	-9.21%	-6.47%	-2.74%
Max Drawdown (3Y) Largest decline over 3 years	-14.87%	-14.03%	-0.84%
Max Drawdown (5Y) Largest decline over 5 years	—	-19.31%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.10%	—
Current Drawdown Current decline from peak	-0.30%	-1.21%	+0.91%
Average Drawdown Average peak-to-trough decline	-1.98%	-3.43%	+1.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	1.67%	+0.55%

Volatility

STXD vs. DGRO - Volatility Comparison

Strive 1000 Dividend Growth ETF (STXD) has a higher volatility of 3.71% compared to iShares Core Dividend Growth ETF (DGRO) at 2.64%. This indicates that STXD'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.

Volatility by Period

	STXD	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.71%	2.64%	+1.07%
Volatility (6M) Calculated over the trailing 6-month period	9.18%	6.94%	+2.24%
Volatility (1Y) Calculated over the trailing 1-year period	11.79%	9.55%	+2.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.16%	13.80%	-0.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.16%	16.63%	-3.47%

STXD vs. DGRO - Expense Ratio Comparison

STXD has a 0.35% expense ratio, which is higher than DGRO's 0.08% expense ratio.

Dividends

STXD vs. DGRO - Dividend Comparison

STXD's dividend yield for the trailing twelve months is around 1.19%, less than DGRO's 1.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRO iShares Core Dividend Growth ETF	1.97%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
STXD Strive 1000 Dividend Growth ETF	1.19%	1.15%	1.23%	1.27%	0.28%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both STXD and DGRO in my portfolio?

STXD and DGRO have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STXD or DGRO?

STXD has higher volatility (3.71%) compared to DGRO (2.64%). In terms of maximum drawdown, STXD dropped -14.87% vs DGRO's -35.10%.

Which ETF is better, STXD or DGRO?

On 3-year performance, DGRO leads with 16.80% vs 15.17% for STXD. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, STXD or DGRO?

Over the 3-year period, DGRO has performed better with a 16.80% return vs 15.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, STXD or DGRO?

DGRO is cheaper with a 0.08% expense ratio, compared with 0.35% for STXD.

Which ETF pays a higher dividend yield, STXD or DGRO?

DGRO has the higher dividend yield at 1.97%, compared with 1.19% for STXD.

What is the main difference between STXD and DGRO?

STXD is categorized as Large Cap Blend Equities, while DGRO is Large Cap Growth Equities. STXD tracks Bloomberg US 1000 Dividend Growth Index, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: Strive and iShares. Their fees differ too: 0.35% for STXD and 0.08% for DGRO.

Which has better risk-adjusted returns?

DGRO currently has the higher Sharpe Ratio (2.40 vs 1.64), 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.