Screener
DIVY vs DGRO
Sound Equity Income ETF vs iShares Core Dividend Growth ETF
Key differences
Both DIVY and DGRO are equity ETFs. DIVY charges 0.45% a year and DGRO 0.08%. The main difference: DIVY follows a active selection strategy; DGRO uses index tracking.
- DIVY follows a active selection strategy; DGRO uses index tracking.
- DGRO costs 0.37% less per year.
- DGRO is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DGRO has delivered higher annualized returns.
- DGRO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | DGRO | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.08% |
| Fund size (AUM) | $28M | $40.5B |
| Since | 2020 | 2014 |
| Dividend yield | 3.10% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.4% | +23.0% |
| CAGR 3Y | +9.4% | +17.3% |
| CAGR 5Y | +6.5% | +10.8% |
| Sharpe 3Y | 0.44 | 1.11 |
| Volatility 1Y | 13.06% | 9.59% |
| Max drawdown | -18.23% | -35.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.