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SPDV vs DGRO

AAM S&P 500 High Dividend Value ETF vs iShares Core Dividend Growth ETF

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.21% less per year.
  • DGRO is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SPDVDGRO
Annual cost (TER)0.29%0.08%
Fund size (AUM)$90M$39.6B
Since20172014
Dividend yield3.38%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+24.3%
CAGR 3Y+17.2%+17.2%
CAGR 5Y+8.5%+10.6%
Sharpe 3Y0.911.11
Volatility 1Y12.31%9.59%
Max drawdown-43.81%-35.10%

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

Similar to SPDV and DGRO