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DGRO vs CGDG

iShares Core Dividend Growth ETF vs Capital Group Dividend Growers ETF

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

CGDG

Capital Group Dividend Growers ETF

Capital Group

Annual cost

0.47%

Fund size

$4.9B

Key differences

  • DGRO costs 0.39% less per year.
  • DGRO is significantly larger than CGDG — larger funds tend to be more liquid and less likely to close.
  • DGRO covers north america markets; CGDG covers global.
  • DGRO follows a index tracking strategy; CGDG uses active selection.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGROCGDG
Annual cost (TER)0.08%0.47%
Fund size (AUM)$39.6B$4.9B
Since20142023
Dividend yield2.00%1.88%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+24.3%+18.8%
CAGR 3Y+17.2%N/A
CAGR 5Y+10.6%N/A
Sharpe 3Y1.11N/A
Volatility 1Y9.59%10.69%
Max drawdown-35.10%-10.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DGRO and CGDG