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DGRO vs SDY

iShares Core Dividend Growth ETF vs State Street SPDR S&P Dividend ETF

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • DGRO costs 0.27% less per year.
  • Over the last 3 years, DGRO has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGROSDY
Annual cost (TER)0.08%0.35%
Fund size (AUM)$39.6B$22.0B
Since20142005
Dividend yield2.00%2.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+14.8%
CAGR 3Y+17.2%+10.1%
CAGR 5Y+10.6%+6.2%
Sharpe 3Y1.110.56
Volatility 1Y9.59%10.48%
Max drawdown-35.10%-36.70%

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

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