DGRO vs SCHD

iShares Core Dividend Growth ETF vs Schwab SCHD ETF. Holdings overlap, sector exposure, and key differences compared.

ETF A
DGRO
iShares Core Dividend Growth ETF
Holdings387
ETF B
SCHD
Schwab SCHD ETF
Holdings102

Holdings overlap

20.1%
Weighted overlap
35
Shared holdings
352
Unique to DGRO
67
Unique to SCHD

DGRO and SCHD share 35 holdings, representing 20.1% weighted overlap. These funds are quite different. Combining them provides genuine diversification.

Shared holdings

Each band represents a holding. Shared holdings are connected by ribbons between DGRO and SCHD. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
DGROSCHDUNH2.3%PG2.1%HD1.9%15 more shared0.9%AVGO3.3%JPM3.0%AAPL2.9%MSFT2.9%XOM2.9%347 more unique64.8%UNH5.0%PG3.7%HD3.5%KO4.0%MRK3.6%PEP3.8%AMGN3.6%QCOM4.9%COP3.9%ABT3.2%ACN2.8%ADP2.2%EOG1.9%LMT2.7%15 more shared3.8%TXN5.5%CVX4.1%VZ3.7%BMY3.1%MO3.1%62 more unique22.7%
20.1% of DGRO is shared57.7% of SCHD is shared

Sector breakdown

Side-by-side sector exposure. Bars grow outward from the centre. Wider bars mean higher allocation.

DGRO - iShares Core Dividend Growth ETF
SCHD - Schwab SCHD ETF
21.1%
Financial Services
9.4%
11.5%
Consumer Defensive
19.2%
16.4%
Healthcare
18.6%
18.4%
Technology
13.4%
5.5%
Energy
15.9%
11.5%
Industrials
10.9%
6.9%
Utilities
0.0%
Communication Services
6.3%
5.6%
Consumer Cyclical
6.3%
2.6%
Basic Materials
0.1%
Communication

Geographic exposure

DGRO

North AmericaEuropeUnited States94.9%Ireland2.6%
North America94.9%Europe4.5%Asia-Pacific0.2%Latin America0.2%

SCHD

North AmericaEuropeUnited States97.0%Ireland2.8%
North America97.0%Europe3.0%Latin America0.1%

Top holdings compared

Top shared holdings

HoldingDGRO weightSCHD weight
UNHUNITEDHEALTH GROUP INC2.31%5.02%
QCOMQUALCOMM INC1.10%4.88%
KOCOCA-COLA1.79%3.99%
PGPROCTER & GAMBLE2.07%3.68%
PEPPEPSICO INC1.70%3.83%
HDHOME DEPOT INC1.89%3.53%
MRKMERCK & CO INC1.75%3.59%
COPCONOCOPHILLIPS0.99%3.92%
AMGNAMGEN INC1.11%3.61%
ABTABBOTT LABORATORIES0.79%3.18%
ACNACCENTURE PLC CLASS A0.76%2.80%
LMTLOCKHEED MARTIN CORP0.47%2.67%
ADPAUTOMATIC DATA PROCESSING INC0.58%2.17%
EOGEOG RESOURCES INC0.53%1.94%
FASTFASTENAL0.23%1.31%

Unique to DGRO

AVGO3.25%
JPM3.04%
AAPL2.93%
MSFT2.91%
XOM2.90%

Unique to SCHD

TXN5.50%
CVX4.11%
VZ3.71%
BMY3.14%
MO3.11%

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DGRO vs SCHD: Holdings Overlap, Sectors & Full Comparison - FundBlender