Correlation
The correlation between STXD and DGRO is 0.83, 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.
STXD vs. DGRO
Compare and contrast key facts about Strive 1000 Dividend Growth ETF (STXD) and iShares Core Dividend Growth ETF (DGRO).
STXD and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXD is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Nov 9, 2022. 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. Both STXD and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STXD or DGRO.
Performance
STXD vs. DGRO - Performance Comparison
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Key characteristics
STXD:
0.71
DGRO:
0.78
STXD:
1.01
DGRO:
1.12
STXD:
1.13
DGRO:
1.16
STXD:
0.71
DGRO:
0.79
STXD:
2.92
DGRO:
3.10
STXD:
3.62%
DGRO:
3.57%
STXD:
16.75%
DGRO:
15.20%
STXD:
-14.87%
DGRO:
-35.10%
STXD:
-1.51%
DGRO:
-3.30%
Returns By Period
In the year-to-date period, STXD achieves a 2.82% return, which is significantly higher than DGRO's 1.76% return.
STXD
2.82%
4.09%
-0.85%
10.50%
N/A
N/A
N/A
DGRO
1.76%
3.53%
-3.30%
10.31%
9.13%
13.13%
11.38%
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STXD vs. DGRO - Expense Ratio Comparison
STXD has a 0.35% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
STXD vs. DGRO — Risk-Adjusted Performance Rank
STXD
DGRO
STXD vs. DGRO - Risk-Adjusted Performance 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.
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Dividends
STXD vs. DGRO - Dividend Comparison
STXD's dividend yield for the trailing twelve months is around 1.11%, less than DGRO's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STXD Strive 1000 Dividend Growth ETF | 1.11% | 1.23% | 1.27% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.23% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
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.
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Volatility
STXD vs. DGRO - Volatility Comparison
Strive 1000 Dividend Growth ETF (STXD) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 4.50% and 4.35%, 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.
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