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STXS vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

STXS vs. DGRO

Last updated Jun 24, 2026

STXS (Stereotaxis, Inc.) 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 10 years, STXS returned 6.30%/yr vs 13.62%/yr for DGRO. At a 0.22 correlation, their price movements are largely independent.

Performance

STXS vs. DGRO - Performance Comparison

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

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Returns By Period

In the year-to-date period, STXS achieves a -23.91% return, which is significantly lower than DGRO's 9.19% return. Over the past 10 years, STXS has underperformed DGRO with an annualized return of 6.30%, while DGRO has yielded a comparatively higher 13.62% annualized return.

STXS

1D
-6.42%
1M
-8.85%
YTD
-23.91%
6M
-28.57%
1Y
-17.06%
3Y*
2.82%
5Y*
-28.99%
10Y*
6.30%

DGRO

1D
0.32%
1M
0.80%
YTD
9.19%
6M
8.52%
1Y
22.22%
3Y*
16.92%
5Y*
11.00%
10Y*
13.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

STXS vs. DGRO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
STXS
Stereotaxis, Inc.		-23.91%0.88%30.29%-15.46%-66.61%21.81%-3.78%389.36%35.12%23.10%
DGRO
iShares Core Dividend Growth ETF		9.19%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%23.00%

Correlation

The correlation between STXS 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 (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Jun 12, 2014

0.22

Over the past year, STXS and DGRO have become more correlated (0.43) than their long-term average of 0.22, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

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Stereotaxis, Inc.

iShares Core Dividend Growth ETF

Often compared with STXS:
STXS vs. FMFMXSTXS vs. SPYSTXS vs. RRSTXS vs. WTAISTXS vs. ADPSTXS vs. IEMGSTXS vs. XOM
Often compared with DGRO:
DGRO vs. SCHDDGRO vs. VIGDGRO vs. VYMDGRO vs. VOODGRO vs. DGRWDGRO vs. DIVODGRO vs. HDV

Return for Risk

STXS vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
STXS
STXS Risk / Return Rank: 3131
Overall Rank
STXS Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
STXS Sortino Ratio Rank: 3030
Sortino Ratio Rank
STXS Omega Ratio Rank: 3030
Omega Ratio Rank
STXS Calmar Ratio Rank: 3232
Calmar Ratio Rank
STXS Martin Ratio Rank: 3333
Martin Ratio Rank
DGRO
DGRO Risk / Return Rank: 7575
Overall Rank
DGRO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 8181
Sortino Ratio Rank
DGRO Omega Ratio Rank: 7575
Omega Ratio Rank
DGRO Calmar Ratio Rank: 7171
Calmar Ratio Rank
DGRO Martin Ratio Rank: 7373
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.

STXS vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stereotaxis, Inc. (STXS) 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.

STXSDGRODifference
Sharpe ratioReturn per unit of total volatility
-0.31
2.35

-2.65

Sortino ratioReturn per unit of downside risk
-0.08
3.41

-3.49

Omega ratioGain probability vs. loss probability

0.99

1.42

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.33

3.45

-3.78

Martin ratioReturn relative to average drawdown

-0.52

13.31

-13.83

STXS vs. DGRO - Sharpe Ratio Comparison

The current STXS Sharpe Ratio is -0.31, which is lower than the DGRO Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of STXS 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.

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Drawdowns

STXS vs. DGRO - Drawdown Comparison

The maximum STXS drawdown since its inception was -99.68%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for STXS and DGRO.

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Drawdown Indicators

STXSDGRODifference

Max Drawdown

Largest peak-to-trough decline

-99.68%

-35.10%

-64.58%

Max Drawdown (1Y)

Largest decline over 1 year

-51.54%

-6.47%

-45.07%

Max Drawdown (3Y)

Largest decline over 3 years

-51.54%

-14.03%

-37.51%

Max Drawdown (5Y)

Largest decline over 5 years

-85.61%

-19.31%

-66.30%

Max Drawdown (10Y)

Largest decline over 10 years

-86.04%

-35.10%

-50.94%

Current Drawdown

Current decline from peak

-98.91%

-0.90%

-98.01%

Average Drawdown

Average peak-to-trough decline

-82.62%

-3.43%

-79.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.74%

1.67%

+31.07%

Volatility

STXS vs. DGRO - Volatility Comparison

Stereotaxis, Inc. (STXS) has a higher volatility of 15.45% compared to iShares Core Dividend Growth ETF (DGRO) at 2.63%. This indicates that STXS'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

STXSDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

15.45%

2.63%

+12.82%

Volatility (6M)

Calculated over the trailing 6-month period

34.52%

6.94%

+27.58%

Volatility (1Y)

Calculated over the trailing 1-year period

56.17%

9.53%

+46.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.15%

13.80%

+52.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

74.95%

16.60%

+58.35%

Dividends

STXS vs. DGRO - Dividend Comparison

STXS has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.97%.

PositionTTM20252024202320222021202020192018201720162015
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%
STXS
Stereotaxis, Inc.		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

STXS 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.

STXS has higher volatility (15.45%) compared to DGRO (2.63%). In terms of maximum drawdown, STXS dropped -99.68% vs DGRO's -35.10%.

DGRO currently has the higher Sharpe Ratio (2.35 vs -0.31), 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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