DGRO vs VOO: Complete Comparison
iShares Core Dividend Growth ETF vs Vanguard S&P 500 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 VOO wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VOO wins with better expense ratio and number of holdings. Consider VOO for your portfolio, but DGRO is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
201 shared holdings representing 36.0% portfolio overlap
Top Shared Holdings
| # | Stock | DGRO Weight | VOO Weight | Overlap |
|---|---|---|---|---|
| 1 | AAPL AAPL | 3.33% | 7.07% | 3.33% |
| 2 | AVGO AVGO | 2.87% | 3.24% | 2.87% |
| 3 | MSFT MSFT | 2.85% | 6.24% | 2.85% |
| 4 | LLY LLY | 1.47% | 1.46% | 1.46% |
| 5 | JPM JPM | 3.07% | 1.40% | 1.40% |
| 6 | V V | 0.87% | 0.96% | 0.87% |
| 7 | JNJ JNJ | 3.22% | 0.85% | 0.85% |
| 8 | XOM XOM | 3.02% | 0.84% | 0.84% |
| 9 | WMT WMT | 1.02% | 0.83% | 0.83% |
| 10 | ABBV ABBV | 2.80% | 0.69% | 0.69% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in DGRO
Unique to DGRO
| Symbol | Name | Weight |
|---|---|---|
| MRK | MRK | 2.11% |
| PG | PG | 1.96% |
| KO | KO | 1.89% |
| UNH | UNH | 1.84% |
| PEP | PEP | 1.82% |
Top Holdings Only in VOO
Unique to VOO
| Symbol | Name | Weight |
|---|---|---|
| NVDA | NVDA | 7.37% |
| AMZN | AMZN | 3.86% |
| GOOGL | GOOGL | 3.18% |
| GOOG | GOOG | 2.55% |
| META | META | 2.40% |
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.