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ETF comparison

DGRO vs SCHD

Both Dividend.

iShares Core Dividend Growth ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
20.3 %

32 positions appear in both funds. Buying equal dollars of DGRO and SCHD would leave roughly 20.3% of each dollar exposed to the same underlying securities.

DGRO unmatched 79.4% Shared 20.3% SCHD unmatched 79.4%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DGRO only
358 positions
Shared
32 positions
In SCHD only
67 positions

Side by side

DGRO

iShares Core Dividend Growth ETF

iShares · Dividend

88 composite / 100
Expense ratio
0.080%
Net assets
$41.89B
TTM yield
1.88%
Top-10 conc.
27.2%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

92
Cost
94
77
Tax efficiency
75
100
Liquidity
100
75
Concentration
52
—
Tracking quality
—
DGRO sub-score SCHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHD is 2 bps cheaper than DGRO. On a $100,000 position that's about $20/yr more in fees for DGRO.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DGRO vs SCHD.

Top shared holdings

32 shared in total
# Holding In DGRO In SCHD Overlap
1 PROCTER & GAMBLE COMPANY (THE) 2.17% 3.55% 2.17%
2 HOME DEPOT INC (THE) 2.14% 3.36% 2.14%
3 COCA-COLA COMPANY (THE) 1.96% 3.96% 1.96%
4 MERCK & COMPANY INC 1.91% 3.86% 1.91%
5 UNITEDHEALTH GROUP INC 1.76% 5.09% 1.76%
6 PEPSICO INC 1.66% 3.44% 1.66%
7 AMGEN INC 1.30% 3.47% 1.30%
8 ABBOTT LABORATORIES 1.10% 2.96% 1.10%
9 CONOCOPHILLIPS 0.89% 3.51% 0.89%
10 ACCENTURE PLC 0.82% 2.90% 0.82%
11 AUTOMATIC DATA PROCESSING INC 0.68% 2.25% 0.68%
12 LOCKHEED MARTIN CORP 0.65% 2.70% 0.65%

Only in DGRO

358 total
  • MICROSOFT CORP 3.24%
  • JP MORGAN CHASE & COMPANY 3.16%
  • JOHNSON & JOHNSON 3.07%
  • ABBVIE INC 2.96%
  • EXXONMOBIL HOLDINGS CORP 2.87%
  • APPLE INC 2.86%
  • BROADCOM INC 2.55%
  • PHILIP MORRIS INTERNATIONAL INC 2.13%
  • BANK OF AMERICA CORP 1.83%
  • CISCO SYSTEMS INC 1.33%

Only in SCHD

67 total
  • Texas Instruments Inc 5.90%
  • Chevron Corp 3.83%
  • Verizon Communications Inc 3.65%
  • Altria Group Inc 2.94%
  • Bristol-Myers Squibb Co 2.93%
  • Comcast Corp 2.25%
  • Blackstone Inc 2.20%
  • SLB Ltd 2.05%
  • United Parcel Service Inc 1.98%
  • Ford Motor Co 1.72%

Percentages are holdings overlap with the named fund.

Open DGRO or SCHD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.