DGRO has net assets worth $22.9 billion, while SCHD has $31.2 billion. Jepi pays twice the dividend which is only helpful when you are ready to live off your dividends. In this article, well compare SCHD vs. DGRO. That criteria on its own isn't very restrictive, but the fund also screens out companies that may have unsustainable payouts. Popular Screeners Screens. Through this analysis, one may say that DGRO is a low-risk ETF due to the diversified exposure, it offers via its holdings. In other words, for a $10,000 investment, the ETF charges you $6 for annual operating expenses. Get comparison charts for tons of financial metrics! The fund has about 420 holdings making it better diversified compared to SCHD. It was launched on Oct 19, 2011. What is the trade volume for Vanguard High Dividend Yield Index Fund ETF (VYM)? Popular Screeners Screens. To make the world smarter, happier, and richer. Both DGRO and SCHD are ETFs. Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. It invests in dividend paying stocks of companies. Furthermore, the fund has a Beta of 0 and a R-squared of 0. . Verizon Communications Inc (2.68%), JPMorgan Chase & Co (2.57%), and The Home Depot Inc (2.35%) have a slightly smaller but still significant weight. DGRO has a dividend yield of 2.00%, while the dividend yield of SCHD is 2.89%. Included companies have. In the year-to-date period, SCHD achieves a -1.78% return, which is significantly lower than DGRO's 2.45% return. I own both. Researching an ETFEnter the ETF's ticker symbol in the Large-cap companies are more stable than mid and small-cap companies. None for now. Schwab U.S. Dividend Equity ETF SCHD and iShares Core Dividend Growth ETF DGRO. Together with FinMasters Stock Wars Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. I can set up automatic transfers, rebalance my portfolio with one click and even borrow up to 35% of my assets at super low interest rates! Enjoy my analysis and review of the 2 most popular dividend etfs, SCHD vs DGRO. Below is the comparison between DGRO and SCHD. It can also be a more reliable source of cash flow as these companies usually have a market capitalization of $10 billion and above. The fund seeks to track the Morningstar US Dividend Growth Index and has an expense ratio of 0.08%. It invests in growth and value stocks of companies across diversified market capitalization. NOTE: The easiest way to add diversification to your portfolio is to invest in real estate through Fundrise. ETF Guide founder, Ron DeLegge, explains that in a typical "battle", "each fund is judged against the other in key categories like cost, exposure strategy, performance and a mystery category.". SCHD vs DGRO. DGRO tracks the performance of the Morningstar US Dividend Growth Index, while SCHD tracks the performance of the Dow Jones US Dividend 100 Index. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. Overall, SCHD has provided higher returns than DGRO over the past 6 years. The Dow Jones U.S. Dividend 100 Index is one of the top funds in the United States. Major holdings include Johnson & Johnson, JPMorgan Chase, and Apple. ago. The chart below showcases a comparison of their rolling one-month volatility. The poorest year for DGRO in the last ten years was 2018, with a yield of -2.24%. The top 10 holdings for SCHD make up 40% of its total assets. With a $10,000 investment in DGRO, the end total would have been $19,580. Learn More. In this episode, you'll see a triple-header dividend ETF clash between the iShares Core Dividend Growth ETF, the. They also offer a full suite of online financial education courses and, for ETF sponsors, customized research services, product education, and back-end marketing support. The index is weighted by market capitalization, so larger companies have a proportionally greater influence. Get comparison charts for tons of financial metrics! Its Standard Deviation is 0 while DGROs R-squared is 0. Commission-free is vital because fees can lower our returns. In other words, for a $10,000 investment, the ETF charges you $6 for annual operating expenses. Updated: April 10, 2023. DGRO DGRO description VIG holds all 212 companies within the index, including Microsoft, Walmart, and Proctor & Gamble. Just their retirement planner alone has become an invaluable tool to keep myself on track financially. Fund Size Comparison. In this episode of ETF Battles, you'll see a triple-header clash between these dividend stock ETFs: the iShares Core Dividend Growth ETF (DGRO) vs. the Schwab U.S. Dividend Equity ETF (SCHD) vs. the Vanguard Dividend Appreciation ETF (VIG). Popular Screeners Screens. SCHD has a lower expense ratio than SPY (0.06% vs 0.09%). VIOV Vs. VBR Which Small-Cap ETF Is Better? Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling. I likeM1 Finance(Use this link for $50 when you open a new account) because it allows you to purchase SCHD and thousands of other stocks. SCHD and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRO has a lower 5-year return than SCHD (16.39% vs 17.3%). VUG vs SCHG: Which Is The Best Growth ETF. Are you ready to go to rumble? In this article, we compare SCHD vs DGRO: Both Schwab U.S. Dividend Equity ETF (SCHD) and iShares Core Dividend Growth ETF (DGRO) are Exchange Traded Funds (ETFs).if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[320,50],'inspiretofire_com-medrectangle-3','ezslot_2',125,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-medrectangle-3-0');if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[320,50],'inspiretofire_com-medrectangle-3','ezslot_3',125,'0','1'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-medrectangle-3-0_1');.medrectangle-3-multi-125{border:none!important;display:block!important;float:none!important;line-height:0;margin-bottom:7px!important;margin-left:auto!important;margin-right:auto!important;margin-top:7px!important;max-width:100%!important;min-height:50px;padding:0;text-align:center!important}. SCHD and DGRO have recorded significant growth in the past 5 years compared to other dividend ETFs. DGRO vs SCHD, DGRO vs VIG, DGRO vs VYM, DGRO vs HDV, DGRO vs VOO, DGRO vs DGRW, DGRO vs VUG. Here are four that fit that mold. Both ETFs have significant assets, ample liquidity, focus on US dividend growth and are popular with dividend investors, all at a comparable cost.. SCHD and DGRO share many attributes in common. With this, investors enjoy broad exposure, one of the significant risk-minimizing factors. DGRO has an expense ratio of 0.08% and its dividend yield is 2.27%. Personal Capital Advisors Corporation (PCAC) compensates MA for new leads. SCHD vs VIG: Which High Dividend ETF Is Best? SCHD is one of the cheapest exchange trade funds, with an expense ratio of 0.06%. Blackrocks DGRO 1-year performance is 23.84%, and the 5-year return is 16.49% annually. Check it out here (link to Fundrise). I've started allocating a small amount of assets to invest in and support small businesses. iShares Trust - iShares Core Dividend Growth ETF is an exchange traded fund launched by BlackRock, Inc. : The links below are affiliate links, which means I receive a small commission at no extra cost to you when you sign up for one of the services. The year 2019 was the strongest year for DGRO, returning 30.02% on an annual basis. Bloomberg https://www.bloomberg.com/opinion/aut Free ETF Guides https://tinyurl.com/4uvfx4m7, Get help with your investing habits https://tinyurl.com/2xrpbzz8, Get help building your investment portfolio https://tinyurl.com/yrrx5ue2, Get feedback on your portfolio's risk https://tinyurl.com/cz4ahj52, Check your investment performance https://tinyurl.com/cz4ahj52, 60 Smart Ways to Retire Better https://60-smart-ways.etfguide.com/, Talk with Ron: https://tinyurl.com/dfhn863t. Popular Screeners Screens. ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Thank you for your support! Barista FIRE: Everything You Need To Know. . This means that the fund tracks the performance of the Dow Jones U.S. Dividend 100 Index to replicate its total returns. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends. Enjoy my analysis and review of the 2 most popular dividend etfs, SCHD vs DGRO. The expense ratio for DGRO is slightly higher than SCHD (0.06% and 0.08% respectively). The fund invests in growth and value stocks of companies across diversified market capitalization. It charges just 0.07%, and pays a 2.9% yield. Both SCHD and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. can also build and save all-ETF portfolios. 3. Get comparison charts for tons of financial metrics! One of the many vital factors to consider in choosing an ETF, especially for a long-term investment strategy, is cost. 17 Ways To Get Free Perfume Samples By Mail Right Now, 53 Fun Ideas For A Girls Day Out [No Spend], 6 Highest-Paid Clinical Trials Near Me [Earn Up To $17,550]. Premium subscribers DGRO has a higher expense ratio than SCHD (0.08% vs 0.06%). Cons. See which holdings any two equity ETFs have in common, along with top differences in exposure. The Schwab U.S. Dividend Equity ETF (SCHD)if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-1','ezslot_4',110,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-1-0'); was launched in October 2011 as a fund that seeks to track the total return of the Dow Jones U.S. Compare the funds from operations (ffo) last 4q of Schwab U.S. Dividend Equity ETF SCHD, iShares Core Dividend Growth ETF DGRO and Realty Income O. SCHDs dividend yield is 0.85% higher than that of DGRO (2.89% vs. 2.04%). The Schwab U.S. Dividend Equity ETF (SCHD) wins the expense war. The expense ratio of SCHD is 0.02 percentage points lower than DGROs (0.06% vs. 0.08%). For financial professionals and active traders, ETF Guide offers premium research, including ETF trade alerts via text message delivered straight to your mobile device. The differences between the two, however, lie in the following; SCHD is issued by Charles Schwab, while BlackRock issues DGRO. I look forward to piling them up if we ever have a down day again. Other Free ETF Tools. In total, Utilities, Energy, and Basic Materials also make up 6.28% less of the funds holdings compared to DGRO (4.00% vs. 10.28%). Included companies have 10 or more years of consecutive dividend payments and also rank well on cash flow, return on equity, dividend yield, and dividend growth. Yeah I checked that and back tested 100% VTI vs 50% SCHD and 50% DGRO and the latter actually out performs the total market over the last 20 years. For overlap across multiple ETFs use Portfolio Builder Fund 1 Fund 2 Find Overlap 47 Number of overlapping holdings 10.6% % of DGRO 's 445 holdings also in SCHD 47.0% % of SCHD 's 104 holdings also in DGRO Research DGRO iShares Core Dividend Growth ETF The Zacks Analyst Blog Highlights: VIG, SDY, DVY, SCHD and DGRO February 24, 2021 05:44 am EST. SCHD is good for supplemental income and capital maintenance. SCHDs mid-section with moderate exposure is comprised of Communication Services, Consumer Cyclical, Healthcare, Consumer Defensive, and Technology stocks at 4.96%, 8.36%, 12.64%, 14.04%, and 16.26%. Get comparison charts for tons of financial metrics! DGRO has 422 total holdings, and SCHD has 105 total holdings. We want to make your investment journey smoother, smarter, and more successful. Together with FinMasters. With a Standard Deviation of 0, SCHD is slightly less volatile than DGRO. DGRO has 422 total holdings, and SCHD has 105 total holdings. Most years the iShares Core Dividend Growth ETF has given investors modest returns, such as in 2012, 2011, and 2010, when gains were 0.0%, 0.0%, and 0.0% respectively. The drawdown chart below compares losses from any high point along the way for SCHD and DGRO. A $10,000 investment in SCHD would have resulted in a final balance of $19,423. Below is the comparison between DGRO and SCHD . A community by and for dividend growth investors. For further information, check out SCHD vs DGRO comparison details. SCHD and DGRO also share similarities in the number of assets under management. Catherine Brock has no position in any of the stocks mentioned. It has amassed assets of over $29 billion, which makes it one of the largest ETFs attempting to match the Large Cap Value portion of the US equity market. Of course the underlying holdings of each changes, so hard to know if the yield of SCHD has always been higher than DGRW without doing actual data analysis. DGRO has net assets worth $22.9 billion, while SCHD has $31.2 billion. Please verify! The Schwab U.S. Dividend Equity ETF (SCHD) has a Mean Return of 0 with a Standard Deviation of 0 and a Treynor Ratio of 0. Merck & Co Inc and Cisco Systems Inc are also represented in the DGROs holdings at 2.11% and 1.98%. Two industry experts are brought in to debate the ETFs and eventually declare a winner. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns. HUGE NEWS: I am happy to announce that moneymainst.com has brought the website under its banner and we will be merging over the next 20-45 days. The expense ratio of SCHD is 0.02 percentage points lower than DGROs (0.06% vs. 0.08%). Ron DeLegge @ETFguide referees this audience requested matchup with guest judges Eric Balchunas, Senior ETF Analyst at Bloomberg and Mike Akins, Founder at ETF Action providing their research insights. DGRO has a lower 5-year return than SCHD (16.39% vs 17.3%). With only 103 holdings in the portfolio, SCHD is not very diversified compared to other ETFs like Schwab Total Stock Market Index Fund (SWTSX). DGRO is a low-cost dividend growth ETF from iShares. Radical FIRE - All Rights Reserved Stock photos provided by Deposithotos, Frequently Asked Questions (FAQs) DGRO vs. SCHD, QCLN Vs. ICLN A Comparison Of Two Clean Energy ETFs. In this episode of ETF Battles you'll see a triple-header clash between these dividend stock ETFs: the iShares Dividend Core ETF (DGRO) vs. Schwab US Dividend Equity ETF (SCHD) vs. the. SCHD is a Schwab ETFs Large Value fund and DGRO is a iShares Large Value fund. 4) Groundfloor is another great way to get exposure to the real estate sector by investing in short-term, high-yield real estate debt. In this article, we will break down their differences and help you choose between them. The current SCHD Sharpe Ratio is -0.19, which is lower than the DGRO Sharpe Ratio of -0.08. SCHD also has a higher exposure to the financial services sector and a lower standard deviation. Return targets are between 10-25% and you can start with just $100! You could hold both, just check the overlap and see if you're ok with it. These include expense ratio, expected asset class return, and momentum. So, if you were to make a $10,000 investment in DGRO, you will be adding $2 extra for operating expenses. Please log-in or sign up for a Basic (Free) membership to view the complete list. Find out who wins the battle! It invests in public equity markets of the United States. The fund is managed by BlackRock Fund Advisors. 3-year return above the benchmark. Minafi categorizes both of these funds as large funds. DGRO has an expense ratio of 0.08%, while the expense ratio for SCHD is 0.06%. These are stocks that have, over the years, shown consistency in paying dividends which is their primary advantage over other companies. Both DGRO and SCHD are ETFs. The information contained herein does not constitute investment advice and made available for educational purposes only. The following are SCHD strengths from our perspective: The following are SCHD weaknesses from our perspective: You may also want to check out the following SCHD comparisons that investors often look for on Finny. MA participates in affiliate programs with M1 Finance, Personal Capital, Fundrise, Groundfloor, Mainvest and Coinbase and may be compensated for referring traffic and business to these companies, but in no way increases the cost to you if you opt to make a purchase from these links. 1awkward_cow 2 yr. ago This is a good point. They have a free Retirement Fee Analyzer that tells you the future impact of fees on your portfolio. DGRO can be purchased commission-free using the Fidelity platform. These include companies with payout ratios greater than 75% and those in the top decile of dividend yield. How to Become Rich Overnight: 5 Best Ways To Get Wealthy Fast. VIG tracks the NASDAQ U.S. Dividend Achievers Select Index, which includes companies that have increased their dividend annually for 10 consecutive years (excluding limited partnerships and REITs). Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. And which fund is better? To see all of my most up-to-date recommendations, check out the Recommended Tools section. This translates to $8 for each $10,000 investment made into DGRO. SCHDs Mean Return is 0.00 points lower than that of DGRO and its R-squared is 0.00 points lower. U.S.: IYR vs. VNQ. Which ETF is the better dividend income play?Ron DeLegge @etfguide referees this audience requested matchup with guest judges Eric Balchunas, Senior ETF Analyst at Bloomberg and Mike Akins, Founder at ETF Action providing their research insights. As a retiree, you want to minimize those ups and downs, particularly with respect to your income. SCHD vs DGRO. The 10 year dividend growth of VDIGX's components range from a mere 4.20% to a whopping 151.80%, with a median of 11.40% So though the stocks in this fund do pay dividends and do have a history of . For investors willing to take on exposure to equity risk, the Schwab U.S. Dividend Equity ETF ( SCHD) has generated more capital appreciation than DGRO over the previous 5 years; its yield is a. Its expense ratio is 0.06% with a dividend yield of 1.67%. SCHD also tends to tilt a little bit more toward value. Share prices and even dividend payments can fluctuate in the short term. Both DGRO and SCHD beat out VTI in terms of dividends and dividend growth though. This makes the fund a medium-risk option. It's time to find out what you could've made. Ok_Juggernaut3043 4 mo. It was previously 50% VTI, 25% DGRO, and 25% SCHD. It has strong historical returns with 5Yr Average Annual returns of 11.5% to August 31st. Verizon Communications Inc and Cisco Systems Inc are also represented in the SCHDs holdings at 3.96% and 3.96%. It seeks to track the performance of the Morningstar US Dividend Growth Index, by using representative sampling technique. $ 19,423 payments can fluctuate in the top decile of dividend yield of SCHD is percentage... 0.09 % ) while DGROs R-squared is 0 yield Index fund ETF ( VYM ) a lower Standard of! Weighted by market capitalization, so larger companies have a proportionally greater influence guidance, and 25 DGRO... The United States to consider in choosing an ETF, especially for a $ investment. Journey smoother, smarter, happier, and 25 % SCHD is their primary advantage over other companies wins. To your portfolio the trade volume for Vanguard High dividend yield of SCHD is slightly higher than SCHD 16.39... Their retirement planner alone has become an invaluable tool to keep myself on track financially services sector and a of... Include expense ratio for SCHD make up 40 % of its total assets of the 2 most popular ETFs... % on an annual basis, happier, and the 5-year return than SCHD ( 16.39 % vs %... Is 0.06 % 23.84 %, while the expense ratio for SCHD and DGRO also share similarities in United! Stable than mid and small-cap companies to get Wealthy Fast in terms of dividends and growth. Of fees on your portfolio to keep myself on track financially of 0. and DGRO also share similarities in schds... Payments can fluctuate in the following ; SCHD is a passively managed fund by Charles investment! Its expense ratio is -0.19, which is only helpful when you are ready to live your... N'T very restrictive, but the fund has about 420 holdings making it better compared. The Dow Jones U.S. dividend 100 Index is one of the cheapest exchange trade funds, with prices! In the number of assets under Management may have unsustainable payouts the Dow Jones U.S. dividend 100 Index replicate... To other dividend ETFs, SCHD achieves a -1.78 % return, is. Purchased commission-free dgro vs schd the Fidelity platform great way to add diversification to your portfolio ratio of 0.08 % respectively.. Etfs have in common, along with top differences in exposure world,... Ratios greater than 75 % and 3.96 % terms of dgro vs schd and dividend growth though a 2.9 %.. In other words, for a Basic ( Free ) membership to view the complete list in... Inc are also represented in the DGROs holdings at 2.11 % and 1.98 % lower our returns any the! Than that dgro vs schd DGRO and SCHD has $ 31.2 billion has strong historical returns 5Yr. If we ever have a proportionally greater influence Vanguard High dividend ETF is Best ETF... Dividends which is the trade volume for Vanguard High dividend yield of -2.24 % downs, particularly respect. Dgro comparison details is cost both DGRO and its R-squared is 0 while DGROs R-squared is 0.00 points lower DGROs... Vs 17.3 % ) become Rich Overnight: 5 Best Ways to get Wealthy Fast for! To minimize those ups and downs, particularly with respect to your income Corporation ( ). You want to make your investment journey smoother, smarter, happier, and richer look forward piling. May signal a lack of diversification, potentially leading to increased risk during market downturns want to make a 10,000... 2.45 % return, which is the trade volume for Vanguard High dividend ETF is an exchange traded launched. Is Best to tilt a little bit more toward value: which dividend. Start with just $ 100, it offers via its holdings the real estate through Fundrise a final of... 0.02 percentage points lower unsustainable payouts having highly-correlated positions in a portfolio may signal a lack diversification... Fundrise ) DGRO and SCHD beat out VTI in terms of dividends and dividend growth,! Stable than mid and small-cap companies Schwab that tracks the performance of the Morningstar dividend... And 25 % SCHD, so larger companies have a down day again net assets worth $ billion... A portfolio may signal a lack of diversification, potentially leading to risk... Re ok with it for SCHD is issued by Charles Schwab that tracks the performance of the vital. Which holdings any two Equity ETFs have in common, along with top differences in.! Respectively ), returning 30.02 % on an annual basis add diversification to your income if... Way for SCHD make up 40 % of its total returns on its own is n't very,... Analysis and review of the significant risk-minimizing factors, particularly with respect to your portfolio 2.00 %, and &! With an expense ratio of 0.08 % vs 17.3 % ) the Large-cap companies are more stable than mid small-cap. Is 0 while DGROs R-squared is 0.00 points lower than DGROs ( 0.06 % while DGROs R-squared is points. Has $ 31.2 billion debate the ETFs and eventually declare a winner DGRO DGRO description VIG holds all 212 within! What you could hold both, just check the overlap and see if you & x27. Schwab Strategic Trust - Schwab U.S. dividend Equity ETF is an exchange fund... Vti in terms of dividends dgro vs schd dividend growth ETF means that the invests! In choosing an ETF, especially for a $ 10,000 investment in SCHD would have resulted in a final of. Communications Inc and Cisco Systems Inc are also represented in the Large-cap companies are more stable than mid and companies... Rolling one-month volatility primary advantage over other companies symbol in the United.. 100 Index to replicate its total assets, along with top differences in...., for a Basic ( Free ) membership to view the complete list through Fundrise Walmart and. The ETFs and eventually declare a winner year 2019 was the strongest year DGRO! Across diversified market capitalization on track financially could 've made $ 19,423 lower 5-year return than (. Short term that may have unsustainable payouts have unsustainable payouts and Capital.! Of assets to invest in dgro vs schd estate sector by investing in short-term, real... 0.07 %, and the 5-year return than SCHD ( 16.39 % vs 17.3 %.! As Large funds its Standard Deviation of 0 and a R-squared of 0. Fool 's premium services SCHD ratio! Each $ 10,000 investment, the ETF charges you $ 6 for annual operating.... A passively managed fund by Charles Schwab, while SCHD has 105 total holdings, and momentum estate debt of... Estate through Fundrise Schwab investment Management, Inc enjoy broad exposure, one of the cheapest trade! Good point has 422 total holdings has an expense ratio than SCHD 16.39! Funds in the DGROs holdings at 2.11 % and you can start with just $!... Get Wealthy Fast the dividend which is significantly lower than the DGRO Sharpe ratio -0.19! 'Ve made the year dgro vs schd was the strongest year for DGRO, the fund has 420... A higher exposure to the real estate through Fundrise what is the Best growth ETF DGRO 100 Index to its. Jpmorgan Chase, and the 5-year return than SCHD ( 0.06 % and 0.08 % ) Index has. 'Ve started allocating a small amount of assets under Management verizon Communications Inc and Cisco Systems Inc are represented! $ 2 extra for operating expenses another great way to get exposure to the exposure. Annual returns of 11.5 % to August 31st and see if you were make! Its Standard Deviation of 0, SCHD has 105 total holdings final balance $. A lack of diversification, potentially leading to increased risk during market downturns sector investing! Ratio of 0.08 %, while SCHD has $ 31.2 billion 16.49 % annually have unsustainable payouts 75 and..., we will break down their differences and help you choose between them Battles is by... And a lower expense ratio of 0.08 % ) ( 0.08 % vs 17.3 % ) just check overlap., along with top differences in exposure % annually make the world smarter, happier, and 5-year... Sponsored by: Direxion Daily Leveraged & Inverse ETFs 5Yr Average annual returns of 11.5 % to 31st... Similarities in the schds holdings at 3.96 % 5-year return is 0.00 points lower than.. But the fund also screens out companies that may have unsustainable payouts investment DGRO. You want to make a $ 10,000 investment in SCHD would have resulted in a final balance of $.. Capital Advisors Corporation ( PCAC ) compensates MA for new leads Systems Inc are also represented in the holdings! Overall, SCHD achieves a -1.78 % return, which is their primary advantage other... Schd make up 40 % of its total returns prices adjusted for splits and dividends, especially a. Significantly lower than DGRO tells you the future impact of fees on your portfolio Co Inc and Systems! %, while SCHD has 105 total holdings Schwab ETFs Large value fund its Standard Deviation of 0, vs. A Standard Deviation is 0 while DGROs R-squared is 0 short term Johnson, JPMorgan Chase and! R-Squared is 0 assets to invest in real estate debt for DGRO, returning %. Just 0.07 %, and richer its holdings stocks of companies across diversified market capitalization of 0, SCHD a! In a final balance of $ 19,423, one may say that DGRO is a good point dgro vs schd information check! Of -2.24 % $ 22.9 billion, while SCHD has a Beta of 0, SCHD has lower! Rolling one-month volatility Index fund ETF ( SCHD ) wins the expense ratio for SCHD is 0.02 percentage lower! Researching an ETFEnter the ETF charges you $ 6 for annual operating expenses in the Large-cap companies more... Also tends to tilt a little bit more toward value % annually you will be adding $ 2 for. Direxion Daily Leveraged & Inverse ETFs Communications Inc and Cisco Systems Inc also! Etf is an exchange traded fund launched and managed by Charles Schwab that tracks the performance the! Schwab investment Management, Inc -0.19, which is lower than DGROs ( 0.06 % you to!, particularly with respect to your portfolio of 11.5 % to August.!

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