Screener
BGRO vs DVY
iShares Large Cap Growth Active ETF vs iShares Select Dividend ETF
Key differences
- DVY costs 0.17% less per year.
- DVY is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
- BGRO is classified as alternative, while DVY is equity — different risk/return profiles.
- BGRO follows a active selection strategy; DVY uses index tracking.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BGRO | DVY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.38% |
| Fund size (AUM) | $9M | $22.9B |
| Since | 2024 | 2003 |
| Dividend yield | 0.04% | 3.38% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.2% | +23.7% |
| CAGR 3Y | N/A | +16.0% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.89 |
| Volatility 1Y | 18.05% | 11.23% |
| Max drawdown | -24.94% | -41.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BGRO and DVY
Explore further