DGRO vs VYM: Complete Comparison
iShares Core Dividend Growth ETF vs Vanguard High Dividend Yield ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
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 VYM wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VYM wins with better expense ratio and number of holdings. Consider VYM for your portfolio, but DGRO is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
10 shared holdings representing 23.6% portfolio overlap
Top Shared Holdings
| # | Stock | DGRO Weight | VYM Weight | Overlap |
|---|---|---|---|---|
| 1 | JPM JPM | 3.07% | 3.82% | 3.07% |
| 2 | XOM XOM | 3.02% | 3.24% | 3.02% |
| 3 | AVGO AVGO | 2.87% | 4.52% | 2.87% |
| 4 | JNJ JNJ | 3.22% | 2.51% | 2.51% |
| 5 | ABBV ABBV | 2.80% | 2.38% | 2.38% |
| 6 | MRK MRK | 2.11% | 2.15% | 2.11% |
| 7 | PG PG | 1.96% | 2.65% | 1.96% |
| 8 | BAC BAC | 1.75% | 1.85% | 1.75% |
| 9 | HD HD | 1.73% | 2.58% | 1.73% |
| 10 | WMT WMT | 1.02% | 1.98% | 1.02% |
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% |
| MSFT | MSFT | 2.85% |
| KO | KO | 1.89% |
| UNH | UNH | 1.84% |
| PEP | PEP | 1.82% |
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.