iShares Core Dividend Growth ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$56.18
- Net Assets:$0 Million
- NAV:$56.54
- Premium-0.64%
- Peer Rank:196 of 397
- Investment Rating:B-
- Performance:B-
- RiskC+
We rate iShares Core Dividend Growth ETF at B-. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The iShares Core Dividend Growth ETF has returned an annual rate of 11.46% since inception. More recently, the fund has generated a total return of 12.15% in the last five years, 9.53% in the last three years, and 14.52% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 85% of them. It has also outpaced 81% of its competitors on a three year basis and 66% of them over the last year for the period ending 2/29/2024. On a year to date basis, DGRO has returned 5.05%.
Downside risk has been below average. DGRO has a draw down risk of -19.99%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 15.7%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As DGRO is an exchange traded fund, it has no front end or back end load.
The iShares Core Dividend Growth ETF is managed by Gregory R Savage at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.