DGRO vs SCHB

Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).

5-Year PerformanceSCHB has outperformed DGRO, delivering a return of +12.3% compared to +9.9%

DGRO vs SCHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRO(ETF)	SCHB(ETF)
Net Assets	$38B	$37B
Expense Ratio	0.08%	0.03%
Max Drawdown	35.10%	35.27%
Sharpe Ratio	1.79	2.04
5Y Beta	0.65	0.98
P/E Ratio	22.50	27.26
Forward P/E	17.97	20.38
PEG Ratio	0.47	N/A
5Y Dividends CAGR	11.61%	4.16%
5Y EPS CAGR	12.20%	24.17%
Debt to Equity	1.97%	N/A
P/S Ratio	2.49	3.06
P/B Ratio	3.85	4.59

Net Assets

Winner

DGRO

$38B

SCHB

$37B

Expense Ratio

DGRO

0.08%

Winner

SCHB

0.03%

Max Drawdown

Winner

DGRO

35.10%

SCHB

35.27%

Sharpe Ratio

DGRO

1.79

Winner

SCHB

2.04

5Y Beta

Winner

DGRO

0.65

SCHB

0.98

P/E Ratio

Winner

DGRO

22.50

SCHB

27.26

Forward P/E

Winner

DGRO

17.97

SCHB

20.38

PEG Ratio

DGRO

0.47

SCHB

N/A

5Y Dividends CAGR

Winner

DGRO

11.61%

SCHB

4.16%

5Y EPS CAGR

DGRO

12.20%

Winner

SCHB

24.17%

Debt to Equity

DGRO

1.97%

SCHB

N/A

P/S Ratio

Winner

DGRO

2.49

SCHB

3.06

P/B Ratio

Winner

DGRO

3.85

SCHB

4.59

DGRO vs SCHB - Holdings Comparison

DGRO and SCHB have 361 common holdings. Overlap is 41.59%

DGRO's top 25 holdings weight is 47.87%. SCHB's top 25 holdings weight is 45.65%.

Rank	DGRO	SCHB
#1	BROADCOM INC (AVGO) - 3.30%	NVIDIA CORP (NVDA) - 6.89%
#2	MICROSOFT CORP (MSFT) - 3.08%	APPLE INC (AAPL) - 6.03%
#3	JPMORGAN CHASE & CO (JPM) - 3.08%	MICROSOFT CORP (MSFT) - 5.42%
#4	APPLE INC (AAPL) - 2.94%	AMAZON.COM INC (AMZN) - 3.38%
#5	EXXON MOBIL CORP (XOM) - 2.83%	ALPHABET INC CLASS A (GOOGL) - 2.74%
#6	JOHNSON & JOHNSON (JNJ) - 2.63%	BROADCOM INC (AVGO) - 2.47%
#7	ABBVIE INC (ABBV) - 2.39%	ALPHABET INC CLASS C (GOOG) - 2.20%
#8	UNITEDHEALTH GROUP INC (UNH) - 2.25%	META PLATFORMS INC CLASS A (META) - 2.17%
#9	PROCTER & GAMBLE CO (PG) - 2.12%	TESLA INC (TSLA) - 2.04%
#10	THE HOME DEPOT INC (HD) - 1.94%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#11	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.92%	JPMORGAN CHASE & CO (JPM) - 1.33%
#12	BANK OF AMERICA CORP (BAC) - 1.83%	ELI LILLY AND CO (LLY) - 1.27%
#13	MERCK & CO INC (MRK) - 1.79%	VISA INC CLASS A (V) - 0.89%
#14	COCA-COLA CO (KO) - 1.75%	EXXON MOBIL CORP (XOM) - 0.75%
#15	CISCO SYSTEMS INC (CSCO) - 1.69%	JOHNSON & JOHNSON (JNJ) - 0.74%
#16	PEPSICO INC (PEP) - 1.68%	WALMART INC (WMT) - 0.73%
#17	MORGAN STANLEY (MS) - 1.29%	MASTERCARD INC CLASS A (MA) - 0.71%
#18	WELLS FARGO & CO (WFC) - 1.28%	n/a (PLTR) - 0.66%
#19	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.28%	ABBVIE INC (ABBV) - 0.61%
#20	THE GOLDMAN SACHS GROUP INC (GS) - 1.22%	NETFLIX INC (NFLX) - 0.59%
#21	NEXTERA ENERGY INC (NEE) - 1.21%	COSTCO WHOLESALE CORP (COST) - 0.57%
#22	CITIGROUP INC (C) - 1.15%	BANK OF AMERICA CORP (BAC) - 0.56%
#23	AMGEN INC (AMGN) - 1.10%	ADVANCED MICRO DEVICES INC (AMD) - 0.52%
#24	ELI LILLY AND CO (LLY) - 1.07%	THE HOME DEPOT INC (HD) - 0.51%
#25	MCDONALD'S CORP (MCD) - 1.05%	PROCTER & GAMBLE CO (PG) - 0.50%
Total Holdings	400	2100

DGRO vs SCHB - Historical Returns

Returns include dividend reinvestment.

Period	DGRO	SCHB
1 month	+1.36%	+8.81%
3 months	-0.73%	+6.33%
6 months	+8.94%	+10.63%
1 year	+22.99%	+31.97%
5 years(CAGR)	+9.86%	+12.28%
10 years(CAGR)	+13.23%	+15.05%
Max(CAGR)	+12.11%	+14.38%

DGRO

+1.36%

Winner

SCHB

+8.81%

DGRO

-0.73%

Winner

SCHB

+6.33%

DGRO

+8.94%

Winner

SCHB

+10.63%

DGRO

+22.99%

Winner

SCHB

+31.97%

5Y(CAGR)

DGRO

+9.86%

Winner

SCHB

+12.28%

10Y(CAGR)

DGRO

+13.23%

Winner

SCHB

+15.05%

Max(CAGR)

DGRO

+12.11%

Winner

SCHB

+14.38%

DGRO vs SCHB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	DGRO	SCHB
2026	+5.07%	+8.31%
2025	+16.12%	+17.15%
2024	+16.28%	+24.73%
2023	+10.80%	+26.77%
2022	-8.02%	-19.93%
2021	+28.44%	+27.54%
2020	+8.75%	+19.76%
2019	+30.11%	+30.74%
2018	-2.69%	-6.12%
2017	+22.33%	+20.37%
2016	+16.95%	+14.36%
2015	-0.62%	+0.51%
2014	+8.55%	+13.72%
2013	N/A	+30.06%
2012	N/A	+14.75%
2011	N/A	+0.25%
2010	N/A	+15.16%
2009	N/A	+7.53%

DGRO vs SCHB Drawdown Comparison

The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current DGRO drawdown is -0.94%.

Rank	DGRO	SCHB
#1	-35.10% Feb 12, 2020 - Nov 9, 2020	-35.27% Feb 19, 2020 - Aug 12, 2020
#2	-19.30% Jan 4, 2022 - Dec 14, 2023	-25.40% Dec 27, 2021 - Dec 18, 2023
#3	-16.64% Sep 21, 2018 - Apr 4, 2019	-20.19% Sep 20, 2018 - Apr 23, 2019
#4	-14.02% Nov 29, 2024 - Jun 30, 2025	-20.09% Apr 29, 2011 - Feb 8, 2012
#5	-11.31% May 18, 2015 - Mar 18, 2016	-19.34% Feb 19, 2025 - Jun 27, 2025
#6	-10.57% Jan 26, 2018 - Aug 20, 2018	-15.90% Apr 23, 2010 - Nov 4, 2010
#7	-6.47% Feb 11, 2026 - Apr 30, 2026	-15.06% Jun 23, 2015 - Jun 7, 2016
#8	-6.16% Sep 18, 2014 - Oct 31, 2014	-10.01% Apr 2, 2012 - Aug 16, 2012
#9	-6.08% Jul 26, 2019 - Sep 11, 2019	-9.85% Jan 26, 2018 - Jul 25, 2018
#10	-5.77% Apr 30, 2019 - Jun 18, 2019	-9.26% Sep 2, 2020 - Nov 9, 2020
#11	-5.12% Dec 29, 2014 - Feb 24, 2015	-8.91% Jan 27, 2026 - Apr 14, 2026
#12	-4.97% Jun 23, 2016 - Jul 8, 2016	-8.53% Jul 16, 2024 - Sep 19, 2024
#13	-4.93% Aug 16, 2021 - Oct 20, 2021	-7.90% Jan 19, 2010 - Mar 9, 2010
#14	-4.87% Mar 28, 2024 - May 15, 2024	-7.58% Sep 14, 2012 - Jan 2, 2013
#15	-4.56% Aug 15, 2016 - Nov 10, 2016	-7.53% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DGRO and SCHB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2009 - 2026)

DGRO vs SCHB dividend yield comparison.

Year	DGRO	SCHB
2026	0.45%	0.24%
2025	2.09%	1.11%
2024	2.26%	1.24%
2023	2.45%	1.40%
2022	2.34%	1.61%
2021	1.93%	1.21%
2020	2.30%	1.63%
2019	2.21%	1.80%
2018	2.44%	2.00%
2017	2.03%	1.65%
2016	2.27%	1.86%
2015	2.52%	2.00%
2014	0.97%	1.72%
2013	0.00%	1.63%
2012	0.00%	2.13%
2011	0.00%	1.88%
2010	0.00%	1.46%
2009	0.00%	0.23%