Compare/DGRO vs SCHD

DGRO vs SCHD — ETF Comparison

iShares Core Dividend Growth ETF (DGRO) and Schwab U.S. Dividend Equity ETF (SCHD) differ in expense ratio (0.08% vs 0.06%) and AUM ($43.98B vs $114.06B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

SCHD wins on 6 out of 10 metrics. SCHD has a lower expense ratio (0.06%). DGRO has higher AUM ($43.98B).

Basic Information

Metric
DGRO
SCHD
Fund Name
iShares Core Dividend Growth ETF
Schwab U.S. Dividend Equity ETF
Issuer
iShares
Schwab
Inception Date
Jun 10, 2014
Oct 20, 2011
Expense Ratio
0.08%
0.06%
AUM
$43.98B
$114.06B
Holdings Count
391
102
Current Price
$79.31
$34.65
Today's Change
+0.07%
-0.14%
Dividend Yield
1.90%
3.07%

Performance Comparison

Period
DGRO
SCHD
1M
+3.14%
+2.73%
3M
+1.97%
+4.12%
6M
+9.34%
+11.34%
YTD
+13.71%
+24.99%
1Y
+16.29%
+28.42%
3Y
+64.53%
+51.24%
5Y
+49.44%
+32.98%

Top Holdings

2 overlapping holdings in top 10

DGRO Holdings
MSFTMICROSOFT
3.24%
XOMEXXONMOBIL HOLDINGS CORP
3.20%
AAPLAPPLE
3.11%
ABBVABBVIE
3.02%
JPMJPMORGAN CHASE & CO
2.73%
JNJJOHNSON & JOHNSON
2.66%
AVGOBROADCOM INC
2.61%
PGPROCTER & GAMBLE
2.43%
PMPHILIP MORRIS INTERNATIONAL
2.24%
HDHOME DEPOT
1.99%
SCHD Holdings
TXNTEXAS INSTRUMENT INC
4.47%
PGPROCTER & GAMBLE
4.34%
QCOMQUALCOMM
4.28%
KOCOCA-COLA
4.25%
CVXCHEVRON
4.22%
COPCONOCOPHILLIPS
4.21%
UNHUNITEDHEALTH GROUP
4.15%
AMGNAMGEN INC
4.00%
HDHOME DEPOT
3.95%
MRKMERCK & CO INC
3.91%

Sector Allocation

DGRO Sectors
Financials19.50%
Information Technology18.41%
Health Care17.27%
Consumer Staples12.51%
Industrials11.18%
Utilities6.95%
Consumer Discretionary5.80%
Energy5.61%
Materials2.38%
Cash and/or Derivatives0.24%
Communication0.14%
SCHD Sectors
Consumer Defensive20.07%
Healthcare19.33%
Technology15.98%
Energy15.35%
Financial Services9.18%
Industrials7.31%
Consumer Cyclical6.73%
Communication Services5.95%
Utilities0.09%
Cash & Others0.01%

Frequently Asked Questions

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