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 ($42.28B vs $108.39B). 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 ($42.28B).

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
$42.28B
$108.39B
Holdings Count
389
102
Current Price
$76.56
$32.81
Today's Change
+0.66%
+0.29%
Dividend Yield
1.97%
3.23%

Performance Comparison

Period
DGRO
SCHD
1M
-2.32%
-4.53%
3M
-0.48%
+1.83%
6M
+6.78%
+7.63%
YTD
+9.67%
+18.46%
1Y
+11.80%
+20.42%
3Y
+55.02%
+39.99%
5Y
+50.13%
+29.59%

Top Holdings

1 overlapping holdings in top 10

DGRO Holdings
AAPLAPPLE
3.18%
MSFTMICROSOFT
3.16%
XOMEXXONMOBIL HOLDINGS CORP
3.07%
JNJJOHNSON & JOHNSON
2.94%
ABBVABBVIE
2.93%
JPMJPMORGAN CHASE & CO
2.82%
AVGOBROADCOM INC
2.73%
PGPROCTER & GAMBLE
2.38%
PMPHILIP MORRIS INTERNATIONAL
2.24%
HDHOME DEPOT
1.93%
SCHD Holdings
TXNTEXAS INSTRUMENT INC
4.69%
QCOMQUALCOMM
4.55%
CVXCHEVRON
4.15%
KOCOCA-COLA
4.14%
PGPROCTER & GAMBLE
4.14%
MRKMERCK & CO INC
4.03%
COPCONOCOPHILLIPS
3.93%
AMGNAMGEN INC
3.91%
VZVERIZON COMMUNICATIONS INC
3.89%
UNHUNITEDHEALTH GROUP
3.88%

Sector Allocation

DGRO Sectors
Financial Services19.81%
Technology19.11%
Healthcare17.39%
Consumer Defensive12.34%
Industrials10.53%
Utilities6.88%
Consumer Cyclical6.07%
Energy5.36%
Basic Materials2.37%
Communication Services0.14%
SCHD Sectors
Healthcare21.48%
Consumer Defensive19.46%
Energy15.41%
Technology12.94%
Financial Services9.76%
Industrials7.50%
Consumer Cyclical6.89%
Communication Services6.46%
Utilities0.09%
Cash & Others0.01%

Frequently Asked Questions

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