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KDVD vs DGRO

Keeley Dividend ETF vs iShares Core Dividend Growth ETF

KDVD

Keeley Dividend ETF

Annual cost

0.00%

Fund size

$8M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

Both KDVD and DGRO are equity ETFs. KDVD charges 0.00% a year and DGRO 0.08%. The main difference: KDVD follows a active selection strategy; DGRO uses index tracking.

  • KDVD follows a active selection strategy; DGRO uses index tracking.
  • KDVD costs 0.08% less per year.
  • DGRO is much larger than KDVD. 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

KDVDDGRO
Annual cost (TER)0.00%0.08%
Fund size (AUM)$8M$40.5B
Since20252014
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-10.98%-35.10%

Similar to KDVD and DGRO