DGRO (iShares Core Dividend Growth ETF) — over the past 10 years it returned about 13.2% annualized on a total-return basis, yields roughly 1.88%, and had a worst drawdown near -35.1%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $39,067 today.
Sortino
1.01
Volatility
16.3%
$10k → today
$39,067
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.03 | — |
| 2021 | $1.07 | 4.1% |
| 2022 | $1.17 | 9.0% |
| 2023 | $1.32 | 12.7% |
| 2024 | $1.39 | 5.2% |
| 2025 | $1.45 | 4.8% |
Risk & return vs the S&P 500
| Metric | DGRO | SPY |
|---|---|---|
| CAGR | 13.2% | 14.4% |
| Volatility | 16.3% | 17.6% |
| Sharpe | 0.85 | 0.85 |
| Sortino | 1.01 | 1.04 |
| Max drawdown | -35.1% | -33.7% |
| Dividend yield | 1.88% | 1.00% |