IUSB vs DGRO
Comparison between ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF) and ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF).
5-Year PerformanceDGRO has outperformed IUSB, delivering a return of +10.9% compared to +0.5%
IUSB vs DGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSB
$40B
Winner
DGRO
$41B
Expense Ratio
Winner
IUSB
0.06%
DGRO
0.08%
Max Drawdown
Winner
IUSB
22.73%
DGRO
35.10%
Sharpe Ratio
IUSB
0.40
Winner
DGRO
1.83
5Y Beta
Winner
IUSB
0.05
DGRO
0.64
P/E Ratio
IUSB
N/A
DGRO
22.98
Forward P/E
IUSB
N/A
DGRO
18.25
PEG Ratio
IUSB
N/A
DGRO
0.30
5Y Dividends CAGR
Winner
IUSB
9.17%
DGRO
6.66%
5Y EPS CAGR
IUSB
N/A
DGRO
11.01%
Debt to Equity
IUSB
N/A
DGRO
39.78%
P/S Ratio
IUSB
N/A
DGRO
2.60
P/B Ratio
IUSB
N/A
DGRO
4.10
IUSB vs DGRO - Holdings Comparison
IUSB and DGRO have 0 common holdings. Overlap is 0.00%
IUSB's top 25 holdings weight is 3.11%. DGRO's top 25 holdings weight is 49.57%.
| Rank | IUSB | DGRO |
|---|---|---|
| #1 | BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11% | BROADCOM INC (AVGO) - 3.53% |
| #2 | N/A | APPLE INC (AAPL) - 3.27% |
| #3 | N/A | MICROSOFT CORP (MSFT) - 3.24% |
| #4 | N/A | JPMORGAN CHASE & CO (JPM) - 2.85% |
| #5 | N/A | EXXON MOBIL CORP (XOM) - 2.77% |
| #6 | N/A | JOHNSON & JOHNSON (JNJ) - 2.53% |
| #7 | N/A | ABBVIE INC (ABBV) - 2.51% |
| #8 | N/A | UNITEDHEALTH GROUP INC (UNH) - 2.34% |
| #9 | N/A | CISCO SYSTEMS INC (CSCO) - 2.26% |
| #10 | N/A | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.00% |
| #11 | N/A | PROCTER & GAMBLE CO (PG) - 1.95% |
| #12 | N/A | MERCK & CO INC (MRK) - 1.82% |
| #13 | N/A | COCA-COLA CO (KO) - 1.77% |
| #14 | N/A | THE HOME DEPOT INC (HD) - 1.76% |
| #15 | N/A | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.74% |
| #16 | N/A | BANK OF AMERICA CORP (BAC) - 1.74% |
| #17 | N/A | PEPSICO INC (PEP) - 1.50% |
| #18 | N/A | MORGAN STANLEY (MS) - 1.40% |
| #19 | N/A | QUALCOMM INC (QCOM) - 1.38% |
| #20 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 1.33% |
| #21 | N/A | ELI LILLY AND CO (LLY) - 1.30% |
| #22 | N/A | ORACLE CORP (ORCL) - 1.22% |
| #23 | N/A | WELLS FARGO & CO (WFC) - 1.20% |
| #24 | N/A | CITIGROUP INC (C) - 1.12% |
| #25 | N/A | NEXTERA ENERGY INC (NEE) - 1.04% |
| Total Holdings | 1 | 400 |
IUSB vs DGRO - Historical Returns
Returns include dividend reinvestment.
1M
IUSB
+1.21%
Winner
DGRO
+3.54%
3M
IUSB
+0.52%
Winner
DGRO
+7.43%
6M
IUSB
+1.09%
Winner
DGRO
+9.09%
1Y
IUSB
+5.49%
Winner
DGRO
+23.06%
5Y(CAGR)
IUSB
+0.45%
Winner
DGRO
+10.91%
10Y(CAGR)
IUSB
+1.94%
Winner
DGRO
+13.55%
Max(CAGR)
IUSB
+2.23%
Winner
DGRO
+12.37%
IUSB vs DGRO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IUSB | DGRO |
|---|---|---|
| 2026 | +0.80% | +9.34% |
| 2025 | +7.38% | +16.12% |
| 2024 | +2.60% | +16.28% |
| 2023 | +5.66% | +10.80% |
| 2022 | -12.47% | -8.02% |
| 2021 | -1.17% | +28.44% |
| 2020 | +7.38% | +8.75% |
| 2019 | +8.95% | +30.11% |
| 2018 | -0.27% | -2.69% |
| 2017 | +3.93% | +22.33% |
| 2016 | +3.83% | +16.95% |
| 2015 | +0.06% | -0.62% |
| 2014 | +1.90% | +8.55% |
IUSB vs DGRO Drawdown Comparison
The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.
The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current IUSB drawdown is -0.98%.
| Rank | IUSB | DGRO |
|---|---|---|
| #1 | -17.90% Dec 31, 2020 - Oct 20, 2025 | -35.10% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -9.90% Mar 6, 2020 - Jun 10, 2020 | -19.30% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -4.01% Sep 7, 2016 - Jul 21, 2017 | -16.64% Sep 21, 2018 - Apr 4, 2019 |
| #4 | -3.26% Sep 7, 2017 - Jan 30, 2019 | -14.02% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -2.58% Apr 24, 2015 - Mar 16, 2016 | -11.31% May 18, 2015 - Mar 18, 2016 |
| #6 | -2.53% Feb 27, 2026 - May 19, 2026 | -10.57% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -1.78% Sep 4, 2019 - Oct 4, 2019 | -6.47% Feb 11, 2026 - Apr 30, 2026 |
| #8 | -1.69% Jan 30, 2015 - Mar 24, 2015 | -6.16% Sep 18, 2014 - Oct 31, 2014 |
| #9 | -1.54% Aug 4, 2020 - Dec 30, 2020 | -6.08% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -1.31% Oct 4, 2019 - Jan 3, 2020 | -5.77% Apr 30, 2019 - Jun 18, 2019 |
| #11 | -0.99% Oct 28, 2025 - Nov 26, 2025 | -5.12% Dec 29, 2014 - Feb 24, 2015 |
| #12 | -0.85% Aug 15, 2014 - Oct 7, 2014 | -4.97% Jun 23, 2016 - Jul 8, 2016 |
| #13 | -0.76% Jul 8, 2016 - Jul 29, 2016 | -4.93% Aug 16, 2021 - Oct 20, 2021 |
| #14 | -0.75% Nov 26, 2025 - Jan 14, 2026 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #15 | -0.72% Oct 20, 2014 - Nov 26, 2014 | -4.56% Aug 15, 2016 - Nov 10, 2016 |
Correlation
Correlation between IUSB and DGRO is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2014 - 2026)
IUSB vs DGRO dividend yield comparison.
| Year | IUSB | DGRO |
|---|---|---|
| 2026 | 1.74% | 0.87% |
| 2025 | 4.17% | 2.09% |
| 2024 | 4.04% | 2.26% |
| 2023 | 3.46% | 2.45% |
| 2022 | 2.53% | 2.34% |
| 2021 | 1.74% | 1.93% |
| 2020 | 2.68% | 2.30% |
| 2019 | 3.04% | 2.21% |
| 2018 | 2.98% | 2.44% |
| 2017 | 2.56% | 2.03% |
| 2016 | 2.60% | 2.27% |
| 2015 | 1.95% | 2.52% |
| 2014 | 1.39% | 0.97% |
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