SCHD vs DGRO — ETF Comparison
Schwab U.S. Dividend Equity ETF (SCHD) and iShares Core Dividend Growth ETF (DGRO) differ in expense ratio (0.06% vs 0.08%) and AUM ($83.69B vs $37.39B). 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 ($83.69B).
Basic Information
Metric
SCHD
DGRO
Fund Name
Schwab U.S. Dividend Equity ETF
iShares Core Dividend Growth ETF
Issuer
Schwab
iShares
Inception Date
Oct 20, 2011
Jun 10, 2014
Expense Ratio
0.06%
0.08%
AUM
$83.69B
$37.39B
Holdings Count
101
395
Current Price
$30.60
$69.74
Today's Change
-1.15%
-1.40%
Dividend Yield
3.38%
2.02%
Performance Comparison
Period
SCHD
DGRO
1M
-2.67%
-5.22%
3M
+11.36%
+0.45%
6M
+12.22%
+3.03%
YTD
+10.28%
-0.20%
1Y
+9.10%
+12.48%
3Y
+28.18%
+41.67%
5Y
+27.01%
+45.82%
Top Holdings
1 overlapping holdings in top 10
SCHD Holdings
LMTLOCKHEED MARTIN CORP
4.88%COPCONOCOPHILLIPS
4.58%CVXCHEVRON CORP
4.55%VZVERIZON COMMUNICATIONS INC
4.48%BMYBRISTOL MYERS SQUIBB
4.23%MRKMERCK & CO INC
4.08%MOALTRIA GROUP INC
4.08%KOCOCA-COLA
3.94%AMGNAMGEN INC
3.93%TXNTEXAS INSTRUMENT INC
3.91%DGRO Holdings
XOMEXXON MOBIL CORP
3.72%JNJJOHNSON & JOHNSON
3.40%AAPLAPPLE INC
2.66%ABBVABBVIE INC
2.66%JPMJPMORGAN CHASE & CO
2.59%PGPROCTER & GAMBLE
2.46%MSFTMICROSOFT CORP
2.40%PMPHILIP MORRIS INTERNATIONAL INC
2.31%MRKMERCK & CO INC
2.13%AVGOBROADCOM INC
2.10%Sector Allocation
SCHD Sectors
Energy21.20%
Consumer Defensive18.88%
Healthcare16.03%
Industrials11.38%
Consumer Cyclical9.55%
Technology9.08%
Financial Services8.02%
Communication Services4.58%
Basic Materials1.23%
Utilities0.04%
Cash & Others0.01%
DGRO Sectors
Financial Services18.66%
Healthcare17.35%
Technology15.11%
Consumer Defensive13.17%
Industrials12.69%
Utilities7.33%
Energy6.55%
Consumer Cyclical6.02%
Basic Materials2.64%
Cash & Others0.36%
Communication Services0.14%