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ETF comparison

DGRO vs SCHX

Dividend vs US Large Cap.

iShares Core Dividend Growth ETF · Schwab U.S. Large-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
40.3 %

298 positions appear in both funds. Buying equal dollars of DGRO and SCHX would leave roughly 40.3% of each dollar exposed to the same underlying securities.

DGRO unmatched 59.4% Shared 40.3% SCHX unmatched 59.5%

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
92 positions
Shared
298 positions
In SCHX only
450 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%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%

Sub-score comparison

92
Cost
97
77
Tax efficiency
88
100
Liquidity
100
75
Concentration
61
—
Tracking quality
—
DGRO sub-score SCHX

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

Cost difference

SCHX 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 SCHX.

Top shared holdings

298 shared in total
# Holding In DGRO In SCHX Overlap
1 MICROSOFT CORP 3.24% 4.88% 3.24%
2 APPLE INC 2.86% 6.69% 2.86%
3 BROADCOM INC 2.55% 3.10% 2.55%
4 ELI LILLY & COMPANY 1.19% 1.28% 1.19%
5 JP MORGAN CHASE & COMPANY 3.16% 1.18% 1.18%
6 VISA INC 1.10% 0.80% 0.80%
7 JOHNSON & JOHNSON 3.07% 0.79% 0.79%
8 WALMART INC 0.87% 0.74% 0.74%
9 CISCO SYSTEMS INC 1.33% 0.70% 0.70%
10 MASTERCARD INC 0.72% 0.59% 0.59%
11 ABBVIE INC 2.96% 0.56% 0.56%
12 COSTCO WHOLESALE CORP 0.55% 0.62% 0.55%

Only in DGRO

92 total
  • EXXONMOBIL HOLDINGS CORP 2.87%
  • HONEYWELL INTERNATIONAL INC 0.37%
  • HONEYWELL AEROSPACE INC 0.32%
  • H & R BLOCK INC 0.05%
  • FIRST AMERICAN FINANCIAL CORP 0.05%
  • SOUTHSTATE BANK CORP 0.05%
  • PROSPERITY BANCSHARES INC 0.05%
  • INSTALLED BUILDING PRODUCTS INC 0.05%
  • NATIONAL FUEL GAS COMPANY 0.05%
  • NEXSTAR MEDIA GROUP INC 0.05%

Only in SCHX

450 total
  • NVIDIA Corp 7.50%
  • Amazon.com Inc 3.86%
  • Alphabet Inc 3.24%
  • Alphabet Inc 2.57%
  • Meta Platforms Inc 2.02%
  • Tesla Inc 1.79%
  • Micron Technology Inc 1.60%
  • Berkshire Hathaway Inc 1.27%
  • Advanced Micro Devices Inc 1.23%
  • Exxon Mobil Corp 0.89%

Percentages are holdings overlap with the named fund.

Open DGRO or SCHX 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.