DGRO vs IUSB
Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF).
5-Year PerformanceDGRO has outperformed IUSB, delivering a return of +11.2% compared to +0.1%
DGRO vs IUSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRO
$41B
Winner
IUSB
$43B
Expense Ratio
DGRO
0.08%
Winner
IUSB
0.06%
Max Drawdown
DGRO
35.10%
Winner
IUSB
22.73%
Sharpe Ratio
Winner
DGRO
1.99
IUSB
-0.37
5Y Beta
DGRO
0.62
Winner
IUSB
0.06
P/E Ratio
DGRO
22.77
IUSB
N/A
Forward P/E
DGRO
18.57
IUSB
N/A
PEG Ratio
DGRO
0.33
IUSB
N/A
5Y Dividends CAGR
DGRO
6.66%
Winner
IUSB
8.71%
5Y EPS CAGR
DGRO
11.48%
IUSB
N/A
Debt to Equity
DGRO
27.61%
IUSB
N/A
P/S Ratio
DGRO
2.65
IUSB
N/A
P/B Ratio
DGRO
4.15
IUSB
N/A
DGRO vs IUSB - Holdings Comparison
DGRO and IUSB have 0 common holdings. Overlap is 0.00%
DGRO's top 25 holdings weight is 48.00%. IUSB's top 25 holdings weight is 3.11%.
| Rank | DGRO | IUSB |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.15% | BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11% |
| #2 | APPLE INC (AAPL) - 3.08% | N/A |
| #3 | ABBVIE INC (ABBV) - 3.06% | N/A |
| #4 | JOHNSON & JOHNSON (JNJ) - 3.04% | N/A |
| #5 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.85% | N/A |
| #6 | MICROSOFT CORP (MSFT) - 2.81% | N/A |
| #7 | BROADCOM INC (AVGO) - 2.57% | N/A |
| #8 | PROCTER & GAMBLE CO (PG) - 2.26% | N/A |
| #9 | THE HOME DEPOT INC (HD) - 2.17% | N/A |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.13% | N/A |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.88% | N/A |
| #12 | MERCK & CO INC (MRK) - 1.88% | N/A |
| #13 | COCA-COLA CO (KO) - 1.86% | N/A |
| #14 | BANK OF AMERICA CORP (BAC) - 1.84% | N/A |
| #15 | PEPSICO INC (PEP) - 1.63% | N/A |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.31% | N/A |
| #17 | WELLS FARGO & CO (WFC) - 1.30% | N/A |
| #18 | AMGEN INC (AMGN) - 1.25% | N/A |
| #19 | ELI LILLY AND CO (LLY) - 1.24% | N/A |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.20% | N/A |
| #21 | NEXTERA ENERGY INC (NEE) - 1.19% | N/A |
| #22 | MCDONALD'S CORP (MCD) - 1.10% | N/A |
| #23 | VISA INC CLASS A (V) - 1.08% | N/A |
| #24 | MORGAN STANLEY (MS) - 1.07% | N/A |
| #25 | ABBOTT LABORATORIES (ABT) - 1.05% | N/A |
| Total Holdings | 395 | 1 |
DGRO vs IUSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRO
+2.43%
IUSB
-0.83%
3M
Winner
DGRO
+8.04%
IUSB
-0.64%
6M
Winner
DGRO
+8.00%
IUSB
-0.55%
1Y
Winner
DGRO
+24.71%
IUSB
+2.51%
5Y(CAGR)
Winner
DGRO
+11.23%
IUSB
+0.14%
10Y(CAGR)
Winner
DGRO
+13.51%
IUSB
+1.76%
Max(CAGR)
Winner
DGRO
+12.64%
IUSB
+2.15%
DGRO vs IUSB - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DGRO | IUSB |
|---|---|---|
| 2026 | +14.42% | +0.11% |
| 2025 | +16.12% | +7.38% |
| 2024 | +16.28% | +2.60% |
| 2023 | +10.80% | +5.66% |
| 2022 | -8.02% | -12.47% |
| 2021 | +28.44% | -1.17% |
| 2020 | +8.75% | +7.38% |
| 2019 | +30.11% | +8.95% |
| 2018 | -2.69% | -0.27% |
| 2017 | +22.33% | +3.93% |
| 2016 | +16.95% | +3.83% |
| 2015 | -0.62% | +0.06% |
| 2014 | +8.55% | +1.90% |
DGRO vs IUSB Drawdown Comparison
The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.
The current DGRO drawdown is -0.11%. The current IUSB drawdown is -1.66%.
| Rank | DGRO | IUSB |
|---|---|---|
| #1 | -35.10% Feb 12, 2020 - Nov 9, 2020 | -17.90% Dec 31, 2020 - Oct 20, 2025 |
| #2 | -19.30% Jan 4, 2022 - Dec 14, 2023 | -9.90% Mar 6, 2020 - Jun 10, 2020 |
| #3 | -16.64% Sep 21, 2018 - Apr 4, 2019 | -4.01% Sep 7, 2016 - Jul 21, 2017 |
| #4 | -14.02% Nov 29, 2024 - Jun 30, 2025 | -3.26% Sep 7, 2017 - Jan 30, 2019 |
| #5 | -11.31% May 18, 2015 - Mar 18, 2016 | -2.58% Apr 24, 2015 - Mar 16, 2016 |
| #6 | -10.57% Jan 26, 2018 - Aug 20, 2018 | -2.53% Feb 27, 2026 - May 19, 2026 |
| #7 | -6.47% Feb 11, 2026 - Apr 30, 2026 | -1.78% Sep 4, 2019 - Oct 4, 2019 |
| #8 | -6.16% Sep 18, 2014 - Oct 31, 2014 | -1.69% Jan 30, 2015 - Mar 24, 2015 |
| #9 | -6.08% Jul 26, 2019 - Sep 11, 2019 | -1.54% Aug 4, 2020 - Dec 30, 2020 |
| #10 | -5.77% Apr 30, 2019 - Jun 18, 2019 | -1.31% Oct 4, 2019 - Jan 3, 2020 |
| #11 | -5.12% Dec 29, 2014 - Feb 24, 2015 | -0.99% Oct 28, 2025 - Nov 26, 2025 |
| #12 | -4.97% Jun 23, 2016 - Jul 8, 2016 | -0.85% Aug 15, 2014 - Oct 7, 2014 |
| #13 | -4.93% Aug 16, 2021 - Oct 20, 2021 | -0.76% Jul 8, 2016 - Jul 29, 2016 |
| #14 | -4.87% Mar 28, 2024 - May 15, 2024 | -0.75% Nov 26, 2025 - Jan 14, 2026 |
| #15 | -4.56% Aug 15, 2016 - Nov 10, 2016 | -0.72% Oct 20, 2014 - Nov 26, 2014 |
Correlation
Correlation between DGRO and IUSB is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2014 - 2026)
DGRO vs IUSB dividend yield comparison.
| Year | DGRO | IUSB |
|---|---|---|
| 2026 | 0.84% | 2.49% |
| 2025 | 2.09% | 4.17% |
| 2024 | 2.26% | 4.04% |
| 2023 | 2.45% | 3.46% |
| 2022 | 2.34% | 2.53% |
| 2021 | 1.93% | 1.74% |
| 2020 | 2.30% | 2.68% |
| 2019 | 2.21% | 3.04% |
| 2018 | 2.44% | 2.98% |
| 2017 | 2.03% | 2.56% |
| 2016 | 2.27% | 2.60% |
| 2015 | 2.52% | 1.95% |
| 2014 | 0.97% | 1.39% |
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