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DGROiShares Core Dividend Growth ETF

Grow my moneyGet income12y track recordRanked #49 of 1,706 in this goal

Tracks the investment results of the Morningstar US Dividend Growth Index.

By iShares · Launched 2014

Annual Cost

0.08%

#278 of 6,040 · low cost

Fund Size

$43.5B

#82 of 6,040 · large

Return (1Y)

+17.4%

Track Record

12 years

#1,188 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,610+16.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

Morningstar US Dividend Growth Index

Holdings

By weight

Concentration

Top 10 holdings = 26.5% of funddiversified

BROADCOM INC
3.2%
JP MORGAN CHASE & COMPANY
3.0%
APPLE INC
2.9%
MICROSOFT CORP
2.9%
EXXON MOBIL CORP
2.9%
JOHNSON & JOHNSON
2.6%
ABBVIE INC
2.5%
UNITEDHEALTH GROUP INC
2.3%
PROCTER & GAMBLE COMPANY (THE)
2.1%
PHILIP MORRIS INTERNATIONAL INC
1.9%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Financial Services
21.1%
Healthcare
18.4%
Technology
17.6%
Consumer Defensive
11.7%
Industrials
10.7%
Utilities
6.5%
Consumer Cyclical
6.0%
Energy
5.6%
Other
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.5%Low

Year-on-year price swings

Max drawdown
-35.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.59Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Morningstar US Dividend Growth Index.
Strategy
Seeks to track the investment results of the Morningstar US Dividend Growth Index, which includes U.S. companies with a history of growing dividends. Invests in large-, mid-, and small-cap companies, aiming for lower costs and better after-tax performance through representative sampling.
Inception date
June 10, 2014
Fund family
iShares

Next steps

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Data updated on 2026-09-18