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TESL vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TESL vs. DGRO

Last updated Jun 24, 2026

TESL (Simplify Volt TSLA Revolution ETF) and DGRO (iShares Core Dividend Growth ETF) are both Large Cap Growth Equities funds - TESL tracks the Actively Managed while DGRO tracks the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 5 years, TESL returned 8.82%/yr vs 11.00%/yr for DGRO. At a 0.40 correlation, their price movements are largely independent. TESL charges 0.97%/yr vs 0.08%/yr for DGRO.

Performance

TESL vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Volt TSLA Revolution ETF (TESL) 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, TESL achieves a -12.28% return, which is significantly lower than DGRO's 9.19% return.

TESL

1D
-6.80%
1M
-14.12%
YTD
-12.28%
6M
-17.99%
1Y
-31.81%
3Y*
26.19%
5Y*
8.82%
10Y*
—

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)

TESL vs. DGRO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
TESL
Simplify Volt TSLA Revolution ETF		-12.28%-14.73%152.27%58.33%-61.11%18.52%2.57%
DGRO
iShares Core Dividend Growth ETF		9.19%15.69%16.62%10.47%-7.91%26.64%0.81%

Correlation

The correlation between TESL and DGRO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

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

0.40

Correlation (All Time)
Calculated using the full available price history since Dec 29, 2020

0.40

The correlation between TESL and DGRO shifts across timeframes, from 0.22 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.

TESL vs. DGRO - Sectors Allocation Comparison

Sectors
TESL
DGRO

Consumer Cyclical

100.0%
5.4%

Basic Materials

-

2.4%

Communication Services

-

0.1%

Consumer Defensive

-

11.1%

Energy

-

5.1%

Financial Services

-

20.6%

Healthcare

-

16.5%

Industrials

-

10.4%

Real Estate

-

-

Technology

-

22.0%

Utilities

-

6.4%

Consumer Cyclical

TESL
100.0%
DGRO
5.4%

Basic Materials

TESL

-

DGRO
2.4%

Communication Services

TESL

-

DGRO
0.1%

Consumer Defensive

TESL

-

DGRO
11.1%

Energy

TESL

-

DGRO
5.1%

Financial Services

TESL

-

DGRO
20.6%

Healthcare

TESL

-

DGRO
16.5%

Industrials

TESL

-

DGRO
10.4%

Real Estate

TESL

-

DGRO

-

Technology

TESL

-

DGRO
22.0%

Utilities

TESL

-

DGRO
6.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Simplify Volt TSLA Revolution ETF

iShares Core Dividend Growth ETF

Often compared with TESL:
TESL vs. TSIITESL vs. TSLLTESL vs. ILCBTESL vs. AGGHTESL vs. MFUSTESL vs. QLCTESL vs. MEME
Often compared with DGRO:
DGRO vs. SCHDDGRO vs. VIGDGRO vs. VYMDGRO vs. VOODGRO vs. DGRWDGRO vs. DIVODGRO vs. HDV

Return for Risk

TESL vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TESL
TESL Risk / Return Rank: 55
Overall Rank
TESL Sharpe Ratio Rank: 44
Sharpe Ratio Rank
TESL Sortino Ratio Rank: 55
Sortino Ratio Rank
TESL Omega Ratio Rank: 55
Omega Ratio Rank
TESL Calmar Ratio Rank: 44
Calmar Ratio Rank
TESL Martin Ratio Rank: 55
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.

TESL vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Volt TSLA Revolution ETF (TESL) 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.

TESLDGRODifference
Sharpe ratioReturn per unit of total volatility
-0.57
2.35

-2.91

Sortino ratioReturn per unit of downside risk
-0.56
3.41

-3.97

Omega ratioGain probability vs. loss probability

0.93

1.42

-0.49

Calmar ratioReturn relative to maximum drawdown

-0.57

3.45

-4.02

Martin ratioReturn relative to average drawdown

-0.98

13.31

-14.29

TESL vs. DGRO - Sharpe Ratio Comparison

The current TESL Sharpe Ratio is -0.57, which is lower than the DGRO Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of TESL 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

TESL vs. DGRO - Drawdown Comparison

The maximum TESL drawdown since its inception was -69.11%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for TESL and DGRO.

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Drawdown Indicators

TESLDGRODifference

Max Drawdown

Largest peak-to-trough decline

-69.11%

-35.10%

-34.01%

Max Drawdown (1Y)

Largest decline over 1 year

-56.12%

-6.47%

-49.65%

Max Drawdown (3Y)

Largest decline over 3 years

-56.12%

-14.03%

-42.09%

Max Drawdown (5Y)

Largest decline over 5 years

-69.11%

-19.31%

-49.80%

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.10%

—

Current Drawdown

Current decline from peak

-45.57%

-0.90%

-44.67%

Average Drawdown

Average peak-to-trough decline

-37.71%

-3.43%

-34.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.64%

1.67%

+30.97%

Volatility

TESL vs. DGRO - Volatility Comparison

Simplify Volt TSLA Revolution ETF (TESL) has a higher volatility of 15.88% compared to iShares Core Dividend Growth ETF (DGRO) at 2.63%. This indicates that TESL'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

TESLDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

15.88%

2.63%

+13.25%

Volatility (6M)

Calculated over the trailing 6-month period

41.68%

6.94%

+34.74%

Volatility (1Y)

Calculated over the trailing 1-year period

57.85%

9.53%

+48.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.05%

13.80%

+37.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.14%

16.60%

+33.54%

TESL vs. DGRO - Expense Ratio Comparison

TESL has a 0.97% expense ratio, which is higher than DGRO's 0.08% expense ratio.

Dividends

TESL vs. DGRO - Dividend Comparison

TESL's dividend yield for the trailing twelve months is around 26.22%, more than DGRO's 1.97% yield.

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%
TESL
Simplify Volt TSLA Revolution ETF		26.22%23.87%0.62%0.00%0.83%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TESL and DGRO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TESL has higher volatility (15.88%) compared to DGRO (2.63%). In terms of maximum drawdown, TESL dropped -69.11% vs DGRO's -35.10%.

On 5-year performance, DGRO leads with 11.00% vs 8.82% for TESL. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.63%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, DGRO has performed better with a 11.00% return vs 8.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DGRO is cheaper with a 0.08% expense ratio, compared with 0.97% for TESL.

TESL has the higher dividend yield at 26.22%, compared with 1.97% for DGRO.

TESL tracks Actively Managed, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.97% for TESL and 0.08% for DGRO.

DGRO currently has the higher Sharpe Ratio (2.35 vs -0.57), 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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