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GROZ vs DGRO

Zacks Focus Growth ETF vs iShares Core Dividend Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

Both GROZ and DGRO are equity ETFs. GROZ charges 0.55% a year and DGRO 0.08%. The main difference: GROZ follows a active selection strategy; DGRO uses index tracking.

  • GROZ follows a active selection strategy; DGRO uses index tracking.
  • DGRO costs 0.47% less per year.
  • DGRO is much larger than GROZ. 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

GROZDGRO
Annual cost (TER)0.55%0.08%
Fund size (AUM)$90M$40.5B
Since20242014
Dividend yield0.04%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+22.9%
CAGR 3YN/A+18.0%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.16
Volatility 1Y15.54%9.52%
Max drawdown-23.33%-35.10%

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