USMV vs DGRO

Both USMV and DGRO are ETFs. USMV has a lower 5-year return than DGRO (11.82% vs 12.69%). USMV has a higher expense ratio than DGRO (0.15% vs 0.08%). Below is the comparison between USMV and DGRO.

DGRO USMV
Segment Equity: U.S. - Total Market Equity: U.S. - Total Market
Issuer BlackRock BlackRock
Net Assets $8.75B $32.01B
Expense Ratio 0.08% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.64% 2.22%
Underlying Index Morningstar U.S. Dividend Growth Index MSCI USA Minimum Volatility Index
YTD Return 0.40% 1.36%
1-Year Return 8.46% 4.73%
3-Year Return 10.56% 10.91%
5-Year Return 12.69% 11.82%
10-Year Return N/A N/A

USMV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Minimum Volatility Index. The Fund generally invests at least 90% of its assets in securities of the Underlying Index or in depositary receipts representing securities in the Index.

USMV performance & returns

YTD Return 1.36%
1-Month Return 1.50%
3-Month Return 5.66%
1-Year Return 4.73%
3-Year Return 10.91%
5-Year Return 11.82%
10-Year Return N/A
USMV expense ratio is 0.15%.

USMV holdings

Top 10 Holdings (14.94% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 1.55%
T-Mobile US Inc TMUS 1.54%
NextEra Energy Inc NEE 1.52%
Vertex Pharmaceuticals Inc VRTX 1.50%
McDonald's Corp MCD 1.49%
Visa Inc Class A V 1.48%
Regeneron Pharmaceuticals Inc REGN 1.47%
Verizon Communications Inc VZ 1.47%
PepsiCo Inc PEP 1.46%
Waste Management Inc WM 1.46%

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DGRO description

The Fund seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends. The Underlying Index may include large-, mid- or small-capitalization companies, and components primarily include consumer staples, industrials and information technology companies.

DGRO performance & returns

YTD Return 0.40%
1-Month Return 2.21%
3-Month Return 7.02%
1-Year Return 8.46%
3-Year Return 10.56%
5-Year Return 12.69%
10-Year Return N/A
DGRO expense ratio is 0.08%.

DGRO holdings

Top 10 Holdings (27.42% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.20%
Microsoft Corp MSFT 3.29%
Johnson & Johnson JNJ 2.97%
Verizon Communications Inc VZ 2.93%
JPMorgan Chase & Co JPM 2.71%
Procter & Gamble Co PG 2.58%
Pfizer Inc PFE 2.49%
Chevron Corp CVX 2.36%
The Home Depot Inc HD 2.07%
Merck & Co Inc MRK 1.82%

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