VSDA vs. DGRO
Compare and contrast key facts about VictoryShares Dividend Accelerator ETF (VSDA) and iShares Core Dividend Growth ETF (DGRO).
VSDA and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VSDA is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory Dividend Accelerator Index. It was launched on Apr 18, 2017. 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 VSDA 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: VSDA or DGRO.
Key characteristics
| VSDA | DGRO | |
|---|---|---|
| YTD Return | 15.03% | 21.31% |
| 1Y Return | 27.54% | 32.30% |
| 3Y Return (Ann) | 7.27% | 8.48% |
| 5Y Return (Ann) | 11.11% | 12.23% |
| Sharpe Ratio | 2.74 | 3.49 |
| Sortino Ratio | 3.87 | 4.93 |
| Omega Ratio | 1.49 | 1.66 |
| Calmar Ratio | 3.18 | 4.39 |
| Martin Ratio | 14.68 | 23.49 |
| Ulcer Index | 1.93% | 1.44% |
| Daily Std Dev | 10.35% | 9.66% |
| Max Drawdown | -32.12% | -35.10% |
| Current Drawdown | -0.34% | 0.00% |
Correlation
The correlation between VSDA 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.
Performance
VSDA vs. DGRO - Performance Comparison
In the year-to-date period, VSDA achieves a 15.03% return, which is significantly lower than DGRO's 21.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSDA vs. DGRO - Expense Ratio Comparison
VSDA has a 0.35% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
VSDA vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Dividend Accelerator ETF (VSDA) 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.
Dividends
VSDA vs. DGRO - Dividend Comparison
VSDA's dividend yield for the trailing twelve months is around 2.06%, less than DGRO's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VSDA VictoryShares Dividend Accelerator ETF | 2.06% | 1.93% | 1.83% | 1.40% | 1.49% | 1.36% | 1.69% | 1.23% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.15% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
VSDA vs. DGRO - Drawdown Comparison
The maximum VSDA drawdown since its inception was -32.12%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for VSDA and DGRO. For additional features, visit the drawdowns tool.
Volatility
VSDA vs. DGRO - Volatility Comparison
VictoryShares Dividend Accelerator ETF (VSDA) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 3.30% and 3.28%, 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.