Screener
ADVE vs DGRO
Matthews Asia Dividend Active ETF vs iShares Core Dividend Growth ETF
Key differences
- DGRO costs 0.71% less per year.
- DGRO is significantly larger than ADVE — larger funds tend to be more liquid and less likely to close.
- ADVE follows a active selection strategy; DGRO uses index tracking.
- DGRO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ADVE | DGRO | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.08% |
| Fund size (AUM) | $9M | $39.6B |
| Since | 2023 | 2014 |
| Dividend yield | 2.60% | 2.00% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +38.4% | +24.3% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +10.6% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | 16.71% | 9.59% |
| Max drawdown | -18.41% | -35.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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