iShares Core Dividend Growth ETF (DGRO) Performance
DGRO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.4% since Dec 31, 2025
- 1 year
- +18.8% total return
- 5 years
- +11.0% a year
- 10 years
- +13.9% a year
- Since first price
- +12.5% a year since 2014
DGRO trailing returns vs SPY, QQQ, AGG
| Period | DGRO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.1% | +4.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.7% | +3.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.9% | +8.9% | +7.8% | +8.4% | −1.5% |
| YTD | +16.4% | +14.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.8% | +16.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +76.3%+20.8%/yr | +65.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +68.2%+11.0%/yr | +50.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +268.6%+13.9%/yr | +192.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJun 12, 2014 | +328.9%+12.5%/yr | +222.7% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DGRO vs SPY
From Jun 12, 2014: DGRO grew to $42,892, SPY to $48,374.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DGRO returns by calendar year
8 of 11 full years positive. Best 2019 (+29.9%), worst 2022 (−7.9%). 2026 is year to date.
DGRO annual returns table
| Year | DGRO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.4% | −6.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.7% | −13.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.6% | −5.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.5% | −10.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −7.9% | −19.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.6% | −4.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +9.5% | −35.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +29.9% | −6.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −2.4% | −16.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +23.0% | −2.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +15.2% | −6.7% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.7% | −11.3% | +1.2% | +9.4% | +0.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DGRO largest drawdowns
Now 0.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −35.1% | Mar 23, 2020 | Nov 9, 2020 | 40 days | 9 months |
| Jan 4, 2022 | −19.3% | Sep 30, 2022 | Dec 14, 2023 | 9 months | 1.9 years |
| Sep 21, 2018 | −16.7% | Dec 24, 2018 | Apr 4, 2019 | 3 months | 6 months |
| Nov 29, 2024 | −14.0% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
| May 20, 2015 | −11.3% | Aug 25, 2015 | Mar 18, 2016 | 3 months | 10 months |
| Jan 26, 2018 | −10.6% | Mar 23, 2018 | Aug 20, 2018 | 56 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DGRO risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +17.6% | +11.0% | +13.1% | +12.0% |
| Volatility (annualized) | 10.5% | 13.5% | 14.1% | 13.6% |
| Sharpe ratio | 1.20 | 0.58 | 0.79 | 0.77 |
| Sortino ratio | 1.96 | 0.90 | 1.22 | 1.21 |
| Best month | +7.1% | +10.2% | +12.1% | +12.1% |
| Worst month | −5.0% | −8.3% | −12.8% | −12.8% |
| Best 12 months | +31.5% | +31.5% | +51.9% | +51.9% |
| Worst 12 months | +8.8% | −9.5% | −9.5% | −9.5% |
| Positive months | 75% | 65% | 68% | 67% |
| Beta vs S&P 500 | 0.66 | 0.76 | 0.86 | — |
| Correlation with S&P 500 | 0.78 | 0.88 | 0.93 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DGRO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 137 | −9.5% | +12.7% | +51.9% | 86% |
| 3-year (a year) | 113 | +4.8% | +12.1% | +21.7% | 100% |
| 5-year (a year) | 89 | +6.9% | +11.9% | +17.0% | 100% |
| 10-year (a year) | 29 | +11.2% | +12.6% | +14.1% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
DGRO performance overview
iShares Core Dividend Growth ETF (DGRO) returned +18.8% over the past year and +13.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +12.5% a year, turning $10,000 into about $42,892. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.1%, from Feb 12, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. DGRO finished 8 of its 11 full calendar years with a gain; the best year was 2019 (+29.9%) and the worst 2022 (−7.9%). Volatility has been 13.6% a year.
Related: DGRO chart, DGRO holdings, DGRO dividends, DGRO valuation. See the DGRO overview for the latest quote and fund facts.
DGRO performance FAQ
What is the DGRO return over the past year?
DGRO returned +18.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.4%.
What is the average annual return of DGRO?
DGRO has returned +11.0% a year over 5 years, +13.9% a year over 10 years, +12.5% a year since June 12, 2014 (total return, distributions reinvested).
How much would $10,000 invested in DGRO be worth?
$10,000 invested in DGRO at its first recorded close on June 12, 2014 would be worth about $42,892 on October 23, 2026 with distributions reinvested.
What was the worst year for DGRO?
The worst calendar year was 2022, with a total return of −7.9%. The best was 2019 at +29.9%.
What is the biggest drawdown of DGRO?
The largest peak-to-trough decline was −35.1% between February 12, 2020 and March 23, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is DGRO?
Over the past 3 years DGRO had an annualized volatility of 10.5% and a Sharpe ratio of 1.20 (excess return over 1–3 month T-bills per unit of risk).