ETF comparison
DGRO vs SCHM
Dividend vs US Mid Cap.
Holdings overlap
141 positions appear in both funds. Buying equal dollars of DGRO and SCHM would leave roughly 5.5% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHM is 5 bps cheaper than DGRO. On a $100,000 position that's about $50/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 SCHM.
Top shared holdings
141 shared in total| # | Holding | In DGRO | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | EVERGY INC | 0.14% | 0.35% | 0.14% |
| 2 | NISOURCE INC | 0.12% | 0.41% | 0.12% |
| 3 | ALLIANT ENERGY CORP | 0.12% | 0.34% | 0.12% |
| 4 | FIDELITY NATIONAL FINANCIAL INC | 0.12% | 0.22% | 0.12% |
| 5 | SNAP-ON INC | 0.11% | 0.36% | 0.11% |
| 6 | EAST WEST BANCORP INC | 0.10% | 0.31% | 0.10% |
| 7 | ESSENTIAL UTILITIES INC | 0.09% | 0.19% | 0.09% |
| 8 | ROYALTY PHARMA PLC | 0.08% | 0.39% | 0.08% |
| 9 | OGE ENERGY CORP | 0.08% | 0.18% | 0.08% |
| 10 | DT MIDSTREAM INC | 0.08% | 0.26% | 0.08% |
| 11 | OVINTIV INC | 0.07% | 0.29% | 0.07% |
| 12 | OLD REPUBLIC INTERNATIONAL CORP | 0.07% | 0.16% | 0.07% |
Only in DGRO
249 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%
- PROCTER & GAMBLE COMPANY (THE) 2.17%
- HOME DEPOT INC (THE) 2.14%
- PHILIP MORRIS INTERNATIONAL INC 2.13%
Only in SCHM
355 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Twilio Inc 0.54%
- AST SpaceMobile Inc 0.52%
Related comparisons
More comparisons with DGRO
- DGRO vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.0%
- DGRO vs DON · WisdomTree U.S. MidCap Dividend Fund 4.7%
- DGRO vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 4.6%
- DGRO vs IJH · iShares Core S&P Mid-Cap ETF 4.0%
- DGRO vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4.0%
- DGRO vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.0%
More comparisons with SCHM
- SCHM vs VO · Vanguard Morningstar Mid-Cap ETF 5.1%
- SCHM vs IWM · iShares Russell 2000 ETF 5.0%
- SCHM vs IJR · iShares Core S&P Small-Cap ETF 4.7%
- SCHM vs IWF · iShares Russell 1000 Growth ETF 4.4%
- SCHM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.4%
- SCHM vs SCHD · Schwab U.S. Dividend Equity ETF 3.0%
Percentages are holdings overlap with the named fund.
Open DGRO or SCHM 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.