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 ($43.85B vs $108.74B). 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 ($43.85B).
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
$43.85B
$108.74B
Holdings Count
390
103
Current Price
$80.05
$35.09
Today's Change
+0.47%
+1.67%
Dividend Yield
2.02%
3.38%
Performance Comparison
Period
DGRO
SCHD
1M
+4.14%
+6.92%
3M
+6.93%
+6.88%
6M
+9.22%
+11.29%
YTD
+14.67%
+26.54%
1Y
+20.63%
+27.55%
3Y
+55.51%
+43.19%
5Y
+51.65%
+36.01%
Top Holdings
2 overlapping holdings in top 10
DGRO Holdings
MSFTMICROSOFT
3.36%JPMJPMORGAN CHASE & CO
3.21%JNJJOHNSON & JOHNSON
3.05%XOMEXXONMOBIL HOLDINGS CORP
2.89%ABBVABBVIE
2.87%AAPLAPPLE INC
2.74%AVGOBROADCOM INC
2.67%HDHOME DEPOT
2.16%PGPROCTER & GAMBLE
2.12%PMPHILIP MORRIS INTERNATIONAL INC
2.04%SCHD Holdings
ABTABBOTT LABORATORIES
4.78%AMGNAMGEN INC
4.63%MRKMERCK & CO INC
4.42%KOCOCA-COLA
4.16%HDHOME DEPOT
4.09%UNHUNITEDHEALTH GROUP INC
3.96%CVXCHEVRON CORP
3.90%VZVERIZON COMMUNICATIONS INC
3.87%PGPROCTER & GAMBLE
3.85%COPCONOCOPHILLIPS
3.74%Sector Allocation
DGRO Sectors
Financial Services21.17%
Healthcare17.82%
Technology17.17%
Consumer Defensive11.86%
Industrials11.06%
Utilities6.86%
Consumer Cyclical6.19%
Energy5.38%
Basic Materials2.35%
Communication Services0.13%
Cash & Others0.01%
SCHD Sectors
Healthcare21.16%
Consumer Defensive19.89%
Energy14.97%
Technology12.71%
Financial Services9.97%
Industrials7.76%
Consumer Cyclical7.35%
Communication Services6.10%
Utilities0.10%
Frequently Asked Questions
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