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 ($39.15B vs $88.78B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

SCHD wins on 7 out of 10 metrics. SCHD has a lower expense ratio (0.06%). SCHD has higher AUM ($88.78B).

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
$39.15B
$88.78B
Holdings Count
394
104
Current Price
$72.57
$31.36
Today's Change
-0.14%
+0.13%
Dividend Yield
2.02%
3.38%

Performance Comparison

Period
DGRO
SCHD
1M
+5.20%
+2.89%
3M
+1.26%
+6.78%
6M
+6.57%
+17.23%
YTD
+3.96%
+13.09%
1Y
+20.96%
+21.13%
3Y
+44.29%
+29.53%
5Y
+43.98%
+22.72%

Top Holdings

2 overlapping holdings in top 10

DGRO Holdings
AVGOBROADCOM INC
3.29%
JPMJPMORGAN CHASE & CO
3.05%
MSFTMICROSOFT CORP
2.99%
AAPLAPPLE INC
2.98%
XOMEXXON MOBIL CORP
2.85%
JNJJOHNSON & JOHNSON
2.67%
ABBVABBVIE INC
2.42%
UNHUNITEDHEALTH GROUP INC
2.23%
PGPROCTER & GAMBLE
2.06%
PMPHILIP MORRIS INTERNATIONAL INC
2.00%
SCHD Holdings
TXNTEXAS INSTRUMENT INC
5.63%
UNHUNITEDHEALTH GROUP INC
4.90%
CVXCHEVRON CORP
4.07%
COPCONOCOPHILLIPS
3.96%
KOCOCA-COLA
3.94%
MRKMERCK & CO INC
3.85%
PEPPEPSICO INC
3.83%
VZVERIZON COMMUNICATIONS INC
3.72%
HDHOME DEPOT INC
3.72%
PGPROCTER & GAMBLE
3.72%

Sector Allocation

DGRO Sectors
Financial Services20.63%
Technology17.86%
Healthcare17.13%
Consumer Defensive11.76%
Industrials10.77%
Utilities7.09%
Energy6.20%
Consumer Cyclical5.96%
Basic Materials2.47%
Communication Services0.13%
SCHD Sectors
Consumer Defensive19.59%
Healthcare18.61%
Energy17.26%
Technology14.43%
Financial Services8.86%
Industrials7.88%
Communication Services6.99%
Consumer Cyclical6.34%
Utilities0.04%

Frequently Asked Questions

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