SCHD
Schwab U.S. Dividend Equity ETF
SCHD tracks the Dow Jones U.S. Dividend 100 Index, focusing on high-quality U.S. companies with a history of paying dividends. Requires 10+ years of consecutive dividend payments and screens for financial health.
DGRO
iShares Core Dividend Growth ETF
DGRO tracks the Morningstar US Dividend Growth Index, investing in U.S. companies with a history of growing dividends. Requires 5+ years of consecutive dividend growth and screens for payout ratio sustainability.
Key Metrics Comparison
| Metric | SCHD | DGRO | Winner |
|---|---|---|---|
| Dividend Yield | 3.27% | 2.40% | SCHD (+1.06%) |
| Expense Ratio | 0.06% | 0.08% | SCHD |
| 5-Year Annual Return | 11.2% | 10.5% | SCHD (+0.7%) |
| Dividend Growth (5Y) | 8.5% | 7.2% | SCHD (+1.3%) |
| Number of Holdings | 104 | 434 | DGRO |
| Assets Under Management | $95.2B | $24.5B | SCHD |
| P/E Ratio | 15.2 | 17.8 | SCHD |
| Beta (5-Year) | 0.85 | 0.92 | SCHD |
Performance Comparison
SCHD Performance
SCHD has outperformed DGRO over most time periods due to its quality focus and higher dividend yield.
DGRO Performance
DGRO offers solid performance with better diversification and focus on dividend growth consistency.
Dividend Analysis
SCHD Dividend Strategy
Focuses on companies with 10+ years of consecutive dividend payments. Higher current yield with quality screens.
DGRO Dividend Strategy
Focuses on companies with 5+ years of dividend growth. Lower current yield but emphasis on growth.
Sector Allocation
SCHD Sectors
DGRO Sectors
Top 5 Holdings
SCHD Top Holdings
DGRO Top Holdings
Investment Recommendation
🏆 Choose SCHD If:
- You want higher current dividend yield
- You prefer quality-focused dividend stocks
- You value lower expense ratio
- You want better historical performance
- You prefer lower volatility (lower beta)
🎯 Choose DGRO If:
- You prioritize maximum diversification
- You want more technology exposure
- You prefer broader market exposure
- You focus on pure dividend growth
- You want newer dividend growers