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SDY vs DGRO

State Street SPDR S&P Dividend ETF vs iShares Core Dividend Growth ETF

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.27% less per year.
  • Over the last 3 years, DGRO has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDYDGRO
Annual cost (TER)0.35%0.08%
Fund size (AUM)$22.0B$39.6B
Since20052014
Dividend yield2.46%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+24.3%
CAGR 3Y+10.1%+17.2%
CAGR 5Y+6.2%+10.6%
Sharpe 3Y0.561.11
Volatility 1Y10.48%9.59%
Max drawdown-36.70%-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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