HDV vs DGRO

Both DGRO and HDV are ETFs. DGRO has a higher 5-year return than HDV (16.39% vs 8.19%). DGRO and HDV have the same expense ratio (0.08%). Below is the comparison between DGRO and HDV.

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DGRO HDV
Security Type ETF ETF
Finny Score N/A 40
Category N/A N/A
Family BlackRock BlackRock
Net Assets $23.26B N/A
Expense Ratio 0.08% 0.08%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.37% 4.11%
Underlying Index Morningstar U.S. Dividend Growth Index Morningstar Dividend Yield Focus TR
YTD Return 12.91% 11.72%
1-Year Return 45.86% 26.69%
3-Year Return 16.95% 9.13%
5-Year Return 16.39% 8.19%
10-Year Return 0.00% 10.02%

DGRO

DGRO description

iShares Trust - iShares Core Dividend Growth ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. It seeks to track the performance of the Morningstar US Dividend Growth Index, by using representative sampling technique. iShares Trust - iShares Core Dividend Growth ETF was formed on June 10, 2014 and is domiciled in the United States.

DGRO performance & returns
YTD Return 12.91%
1-Month Return 3.62%
3-Month Return 10.93%
1-Year Return 45.86%
3-Year Return 16.95%
5-Year Return 16.39%
10-Year Return 0.00%
DGRO expense ratio is 0.08%.

DGRO holdings

Top 10 Holdings (26.20% of Total Assets)

Name Symbol % Assets
MSFT MSFT 2.95%
AAPL AAPL 2.87%
JNJ JNJ 2.86%
PFE PFE 2.83%
VZ VZ 2.82%
JPM JPM 2.73%
PG PG 2.63%
HD HD 2.33%
MRK MRK 2.14%
CSCO CSCO 2.05%

DGRO pros

The following are DGRO strengths from our perspective:

  • DGRO 3-year return is 16.95%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • DGRO 5-year return is 16.39%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • DGRO expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

DGRO cons

None that we could think of.

Other relevant DGRO comparisons

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HDV

HDV description

iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.

HDV performance & returns
YTD Return 11.72%
1-Month Return 1.74%
3-Month Return 10.42%
1-Year Return 26.69%
3-Year Return 9.13%
5-Year Return 8.19%
10-Year Return 10.02%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (55.46% of Total Assets)

Name Symbol % Assets
XOM XOM 8.20%
JNJ JNJ 6.78%
JPM JPM 6.64%
VZ VZ 6.53%
CVX CVX 5.77%
PG PG 5.15%
MO MO 4.19%
MRK MRK 4.18%
CSCO CSCO 4.02%
KO KO 4.01%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 9.13%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

HDV cons

The following are HDV weaknesses from our perspective:

  • HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HDV 5-year return is 8.19%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 10.02%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

Other relevant HDV comparisons

You may also want to check out the following HDV comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.