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DVY vs DGRO

iShares Select Dividend ETF vs iShares Core Dividend Growth ETF

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.30% less per year.
  • Over the last 3 years, DGRO has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVYDGRO
Annual cost (TER)0.38%0.08%
Fund size (AUM)$22.9B$39.6B
Since20032014
Dividend yield3.38%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.9%+24.3%
CAGR 3Y+16.1%+17.2%
CAGR 5Y+8.7%+10.6%
Sharpe 3Y0.891.11
Volatility 1Y11.23%9.59%
Max drawdown-41.59%-35.10%

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

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