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 ($40.77B vs $96.41B). 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%). SCHD has higher AUM ($96.41B).
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
$40.77B
$96.41B
Holdings Count
394
103
Current Price
$75.82
$32.77
Today's Change
+0.56%
+0.75%
Dividend Yield
2.02%
3.38%
Performance Comparison
Period
DGRO
SCHD
1M
+3.48%
+3.47%
3M
+6.86%
+6.32%
6M
+9.51%
+19.48%
YTD
+8.75%
+18.36%
1Y
+20.95%
+21.92%
3Y
+48.99%
+34.22%
5Y
+50.26%
+28.02%
Top Holdings
1 overlapping holdings in top 10
DGRO Holdings
AAPLAPPLE INC
3.13%JPMJPMORGAN CHASE & CO
2.98%AVGOBROADCOM INC
2.94%MSFTMICROSOFT CORP
2.73%XOMEXXON MOBIL CORP
2.70%JNJJOHNSON & JOHNSON
2.68%ABBVABBVIE INC
2.63%UNHUNITEDHEALTH GROUP INC
2.48%CSCOCISCO SYSTEMS INC
2.25%PMPHILIP MORRIS INTERNATIONAL INC
2.08%SCHD Holdings
TXNTEXAS INSTRUMENT INC
5.75%QCOMQUALCOMM INC
5.46%UNHUNITEDHEALTH GROUP INC
5.44%KOCOCA-COLA
4.14%MRKMERCK & CO INC
3.93%CVXCHEVRON CORP
3.91%PGPROCTER & GAMBLE
3.67%AMGNAMGEN INC
3.66%VZVERIZON COMMUNICATIONS INC
3.59%COPCONOCOPHILLIPS
3.56%Sector Allocation
DGRO Sectors
Technology22.01%
Financial Services20.61%
Healthcare16.50%
Consumer Defensive11.12%
Industrials10.36%
Utilities6.37%
Consumer Cyclical5.38%
Energy5.11%
Basic Materials2.41%
Communication Services0.13%
SCHD Sectors
Technology19.36%
Consumer Defensive18.47%
Healthcare18.35%
Energy14.59%
Financial Services9.06%
Industrials7.36%
Consumer Cyclical6.72%
Communication Services6.04%
Utilities0.04%
Cash & Others0.01%
Frequently Asked Questions
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