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KEAT vs DGRO

Keating Active ETF vs iShares Core Dividend Growth ETF

KEAT

Keating Active ETF

Annual cost

0.85%

Fund size

$123M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

Both KEAT and DGRO are equity ETFs. KEAT charges 0.85% a year and DGRO 0.08%. The main difference: KEAT follows a active selection strategy; DGRO uses index tracking.

  • KEAT follows a active selection strategy; DGRO uses index tracking.
  • DGRO costs 0.77% less per year.
  • DGRO is much larger than KEAT. 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

KEATDGRO
Annual cost (TER)0.85%0.08%
Fund size (AUM)$123M$40.5B
Since20242014
Dividend yield2.24%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.4%+22.9%
CAGR 3YN/A+18.0%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.16
Volatility 1Y10.47%9.52%
Max drawdown-7.45%-35.10%

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