Correlation
The correlation between DGRO and USMV is 0.85, 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.
DGRO vs. USMV
Compare and contrast key facts about iShares Core Dividend Growth ETF (DGRO) and iShares Edge MSCI Min Vol USA ETF (USMV).
DGRO and USMV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. USMV is a passively managed fund by iShares that tracks the performance of the MSCI USA Minimum Volatility Index. It was launched on Oct 18, 2011. Both DGRO and USMV 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: DGRO or USMV.
Performance
DGRO vs. USMV - Performance Comparison
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Key characteristics
DGRO:
0.68
USMV:
1.11
DGRO:
1.01
USMV:
1.47
DGRO:
1.14
USMV:
1.21
DGRO:
0.70
USMV:
1.45
DGRO:
2.76
USMV:
5.55
DGRO:
3.56%
USMV:
2.45%
DGRO:
15.25%
USMV:
13.23%
DGRO:
-35.10%
USMV:
-33.10%
DGRO:
-3.92%
USMV:
-1.84%
Returns By Period
In the year-to-date period, DGRO achieves a 1.11% return, which is significantly lower than USMV's 4.71% return. Over the past 10 years, DGRO has outperformed USMV with an annualized return of 11.29%, while USMV has yielded a comparatively lower 10.43% annualized return.
DGRO
1.11%
3.45%
-3.60%
10.33%
8.67%
12.98%
11.29%
USMV
4.71%
1.65%
-1.10%
14.51%
9.58%
10.34%
10.43%
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DGRO vs. USMV - Expense Ratio Comparison
DGRO has a 0.08% expense ratio, which is lower than USMV's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DGRO vs. USMV — Risk-Adjusted Performance Rank
DGRO
USMV
DGRO vs. USMV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and iShares Edge MSCI Min Vol USA ETF (USMV). 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
DGRO vs. USMV - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 2.24%, more than USMV's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 2.24% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
USMV iShares Edge MSCI Min Vol USA ETF | 1.57% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% | 1.88% |
Drawdowns
DGRO vs. USMV - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, which is greater than USMV's maximum drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for DGRO and USMV.
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Volatility
DGRO vs. USMV - Volatility Comparison
iShares Core Dividend Growth ETF (DGRO) has a higher volatility of 4.36% compared to iShares Edge MSCI Min Vol USA ETF (USMV) at 3.64%. This indicates that DGRO's price experiences larger fluctuations and is considered to be riskier than USMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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