DGRO vs SCHD: Complete Comparison
iShares Core Dividend Growth ETF vs Schwab U.S. Dividend Equity ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ SCHD wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: SCHD wins with better expense ratio. Consider SCHD for your portfolio, but DGRO is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
5 shared holdings representing 10.4% portfolio overlap
Top Shared Holdings
| # | Stock | DGRO Weight | SCHD Weight | Overlap |
|---|---|---|---|---|
| 1 | ABBV ABBV | 2.80% | 3.45% | 2.80% |
| 2 | MRK MRK | 2.11% | 3.85% | 2.11% |
| 3 | KO KO | 1.89% | 4.25% | 1.89% |
| 4 | PEP PEP | 1.82% | 4.45% | 1.82% |
| 5 | CSCO CSCO | 1.74% | 4.05% | 1.74% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in DGRO
Unique to DGRO
| Symbol | Name | Weight |
|---|---|---|
| AAPL | AAPL | 3.33% |
| JNJ | JNJ | 3.22% |
| JPM | JPM | 3.07% |
| XOM | XOM | 3.02% |
| AVGO | AVGO | 2.87% |
Top Holdings Only in SCHD
Unique to SCHD
| Symbol | Name | Weight |
|---|---|---|
| PFE | Pfizer Inc | 3.65% |
| VZ | Verizon Communications | 3.35% |
| T | AT&T Inc | 3.25% |
| TXN | Texas Instruments | 3.05% |
| BMY | Bristol-Myers Squibb | 2.95% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.