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SPYD vs DGRO

State Street SPDR Portfolio S&P 500 High Dividend ETF vs iShares Core Dividend Growth ETF

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO is significantly larger than SPYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DGRO has delivered higher annualized returns.

Side-by-side comparison

SPYDDGRO
Annual cost (TER)0.07%0.08%
Fund size (AUM)$7.4B$39.6B
Since20152014
Dividend yield4.23%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.8%+24.3%
CAGR 3Y+14.8%+17.2%
CAGR 5Y+6.9%+10.6%
Sharpe 3Y0.781.11
Volatility 1Y11.72%9.59%
Max drawdown-46.42%-35.10%

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

Similar to SPYD and DGRO