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DVVY vs DGRO

Invesco Diversified Dividend Opportunities ETF vs iShares Core Dividend Growth ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Annual cost

0.33%

Fund size

$3M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

Both DVVY and DGRO are equity ETFs. DVVY charges 0.33% a year and DGRO 0.08%. The main difference: DVVY follows a active selection strategy; DGRO uses index tracking.

  • DVVY follows a active selection strategy; DGRO uses index tracking.
  • DGRO costs 0.25% less per year.
  • DGRO is much larger than DVVY. Larger funds are usually more liquid and less likely to close.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVVYDGRO
Annual cost (TER)0.33%0.08%
Fund size (AUM)$3M$40.5B
Since20262014
Dividend yield1.96%
Asset classequityequity
Regionnorth americanorth 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-2.57%-35.10%

Similar to DVVY and DGRO