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BDYN vs DGRO

iShares Dynamic Equity Active ETF vs iShares Core Dividend Growth ETF

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

BDYN is a mixed asset ETF, while DGRO is an equity ETF. BDYN charges 0.40% a year and DGRO 0.08%.

  • BDYN is a mixed asset fund, while DGRO is an equity fund. They carry different risk/return profiles.
  • BDYN follows a active selection strategy; DGRO uses index tracking.
  • DGRO costs 0.32% less per year.
  • DGRO is much larger than BDYN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BDYNDGRO
Annual cost (TER)0.40%0.08%
Fund size (AUM)$2.9B$40.5B
Since20172014
Dividend yield0.91%1.96%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.9%
CAGR 3YN/A+18.0%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.16
Volatility 1Y9.52%
Max drawdown-10.85%-35.10%

Similar to BDYN and DGRO