DGRO vs SCHD

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

ETF A
DGRO
iShares Core Dividend Growth ETF
Holdings395
CategoryLarge Value
ETF B
SCHD
Schwab U.S. Dividend Equity ETF
Holdings50
CategoryLarge Value

Holdings overlap

20.1%
Weighted overlap
27
Shared holdings
368
Unique to DGRO
23
Unique to SCHD

DGRO and SCHD share 27 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
DGROSCHDPG2.1%UNH2.0%MRK2.0%HD1.9%XOM3.2%JPM3.0%AAPL2.9%JNJ2.9%MSFT2.8%363 more unique65.0%PG3.8%UNH4.3%MRK4.2%HD3.8%KO4.1%PEP3.9%AMGN3.8%COP4.0%ABT3.7%ACN3.0%QCOM3.6%LMT3.3%ADP2.1%EOG1.9%7 more shared2.7%TXN4.3%CVX4.2%VZ3.8%BMY3.2%MO3.0%18 more unique19.8%

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 U.S. Dividend Equity ETF
20.8%
Financial Services
7.4%
11.5%
Consumer Defensive
19.4%
17.0%
Healthcare
19.2%
18.0%
Technology
14.2%
6.0%
Energy
15.4%
10.8%
Industrials
7.9%
7.1%
Utilities
0.1%
Communication Services
6.5%
5.8%
Consumer Cyclical
6.0%
2.5%
Basic Materials

Geographic exposure

DGRO

North AmericaEuropeUnited States94.8%Ireland2.7%
North America94.8%Europe4.6%Asia-Pacific0.2%Latin America0.2%

SCHD

North AmericaEuropeUnited States92.9%Ireland3.0%
North America92.9%Europe3.0%

Top holdings compared

Top shared holdings

HoldingDGRO weightSCHD weight
UNHUnitedHealth Group Incorporated2.01%4.30%
MRKMerck & Company Inc1.99%4.17%
KOThe Coca-Cola Company1.80%4.09%
PGProcter & Gamble Company2.07%3.79%
HDThe Home Depot Inc1.91%3.76%
PEPPepsiCo Inc1.71%3.93%
COPConocoPhillips1.08%3.98%
AMGNAmgen Inc1.13%3.83%
ABTAbbott Laboratories0.92%3.71%
QCOMQualcomm Incorporated0.79%3.59%
LMTLockheed Martin Corporation0.59%3.32%
ACNAccenture plc0.88%3.01%
ADPAutomatic Data Processing Inc0.58%2.08%
EOGEOG Resources Inc0.56%1.95%
FASTFastenal Company0.25%1.48%

Unique to DGRO

XOM3.21%
JPM3.02%
AAPL2.86%
JNJ2.85%
MSFT2.77%

Unique to SCHD

TXN4.34%
CVX4.18%
VZ3.82%
BMY3.19%
MO2.98%

Key differences

Market capitalisation breakdown shows how each fund is distributed across company sizes.

Mega
22.9%
-
Big
51.8%
77.0%
Medium
20.7%
18.5%
Small
4.3%
3.1%
Micro
0.0%
1.1%
DGROSCHD

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