DGRO vs MBB

Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and ISHARES MBS ETF (MBB, ETF).

5-Year PerformanceDGRO has outperformed MBB, delivering a return of +10.2% compared to +0.4%

DGRO vs MBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRO(ETF)	MBB(ETF)
Net Assets	$40B	$38B
Expense Ratio	0.08%	0.04%
Max Drawdown	35.10%	22.85%
Sharpe Ratio	1.59	0.68
5Y Beta	0.65	0.04
P/E Ratio	22.45	N/A
Forward P/E	17.99	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	11.61%	14.91%
5Y EPS CAGR	12.30%	N/A
Debt to Equity	1.74%	N/A
P/S Ratio	2.54	N/A
P/B Ratio	3.94	N/A

Net Assets

Winner

DGRO

$40B

MBB

$38B

Expense Ratio

DGRO

0.08%

Winner

MBB

0.04%

Max Drawdown

DGRO

35.10%

Winner

MBB

22.85%

Sharpe Ratio

Winner

DGRO

1.59

MBB

0.68

5Y Beta

DGRO

0.65

Winner

MBB

0.04

P/E Ratio

DGRO

22.45

MBB

N/A

Forward P/E

DGRO

17.99

MBB

N/A

PEG Ratio

DGRO

0.44

MBB

N/A

5Y Dividends CAGR

DGRO

11.61%

Winner

MBB

14.91%

5Y EPS CAGR

DGRO

12.30%

MBB

N/A

Debt to Equity

DGRO

1.74%

MBB

N/A

P/S Ratio

DGRO

2.54

MBB

N/A

P/B Ratio

DGRO

3.94

MBB

N/A

DGRO vs MBB - Historical Returns

Returns include dividend reinvestment.

Period	DGRO	MBB
1 month	+1.22%	-0.54%
3 months	-0.15%	-1.25%
6 months	+7.87%	+1.26%
1 year	+20.96%	+6.92%
5 years(CAGR)	+10.25%	+0.36%
10 years(CAGR)	+13.31%	+1.30%
Max(CAGR)	+12.11%	+2.68%

Winner

DGRO

+1.22%

MBB

-0.54%

Winner

DGRO

-0.15%

MBB

-1.25%

Winner

DGRO

+7.87%

MBB

+1.26%

Winner

DGRO

+20.96%

MBB

+6.92%

5Y(CAGR)

Winner

DGRO

+10.25%

MBB

+0.36%

10Y(CAGR)

Winner

DGRO

+13.31%

MBB

+1.30%

Max(CAGR)

Winner

DGRO

+12.11%

MBB

+2.68%

DGRO vs MBB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DGRO	MBB
2026	+5.32%	+0.56%
2025	+16.12%	+8.48%
2024	+16.28%	+1.91%
2023	+10.80%	+4.52%
2022	-8.02%	-11.39%
2021	+28.44%	-1.44%
2020	+8.75%	+3.95%
2019	+30.11%	+5.99%
2018	-2.69%	+0.89%
2017	+22.33%	+2.43%
2016	+16.95%	+1.25%
2015	-0.62%	+1.13%
2014	+8.55%	+6.22%
2013	N/A	-1.98%
2012	N/A	+2.07%
2011	N/A	+6.01%
2010	N/A	+5.49%
2009	N/A	+4.73%
2008	N/A	+7.13%
2007	N/A	+4.99%

DGRO vs MBB Drawdown Comparison

The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

The current DGRO drawdown is -0.71%. The current MBB drawdown is -1.62%.

Rank	DGRO	MBB
#1	-35.10% Feb 12, 2020 - Nov 9, 2020	-17.64% Feb 9, 2021 - Oct 28, 2025
#2	-19.30% Jan 4, 2022 - Dec 14, 2023	-4.81% Sep 25, 2012 - May 1, 2014
#3	-16.64% Sep 21, 2018 - Apr 4, 2019	-4.32% Mar 9, 2020 - Mar 27, 2020
#4	-14.02% Nov 29, 2024 - Jun 30, 2025	-3.82% Sep 17, 2008 - Nov 25, 2008
#5	-11.31% May 18, 2015 - Mar 18, 2016	-3.43% Sep 27, 2016 - Aug 23, 2017
#6	-10.57% Jan 26, 2018 - Aug 20, 2018	-3.00% May 20, 2008 - Sep 2, 2008
#7	-6.47% Feb 11, 2026 - Apr 30, 2026	-2.92% Sep 7, 2017 - Dec 28, 2018
#8	-6.16% Sep 18, 2014 - Oct 31, 2014	-2.65% Nov 4, 2010 - Apr 25, 2011
#9	-6.08% Jul 26, 2019 - Sep 11, 2019	-2.63% Feb 27, 2026 - Mar 26, 2026
#10	-5.77% Apr 30, 2019 - Jun 18, 2019	-2.56% May 8, 2007 - Aug 21, 2007
#11	-5.12% Dec 29, 2014 - Feb 24, 2015	-2.51% Jan 22, 2008 - Mar 17, 2008
#12	-4.97% Jun 23, 2016 - Jul 8, 2016	-2.02% May 20, 2009 - Jul 8, 2009
#13	-4.93% Aug 16, 2021 - Oct 20, 2021	-1.77% Jan 8, 2009 - Mar 18, 2009
#14	-4.87% Mar 28, 2024 - May 15, 2024	-1.74% Apr 15, 2015 - Sep 18, 2015
#15	-4.56% Aug 15, 2016 - Nov 10, 2016	-1.64% Nov 30, 2009 - Feb 4, 2010

Correlation

Correlation between DGRO and MBB is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2007 - 2026)

DGRO vs MBB dividend yield comparison.

Year	DGRO	MBB
2026	0.45%	1.41%
2025	2.09%	4.21%
2024	2.26%	3.94%
2023	2.45%	3.40%
2022	2.34%	2.31%
2021	1.93%	1.05%
2020	2.30%	2.10%
2019	2.21%	2.77%
2018	2.44%	2.64%
2017	2.03%	2.23%
2016	2.27%	2.58%
2015	2.52%	2.66%
2014	0.97%	1.72%
2013	0.00%	1.27%
2012	0.00%	2.04%
2011	0.00%	3.33%
2010	0.00%	5.92%
2009	0.00%	3.57%
2008	0.00%	4.33%
2007	0.00%	3.89%