DGRO vs SPDW
Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF).
5-Year PerformanceDGRO has outperformed SPDW, delivering a return of +10.2% compared to +10.1%
DGRO vs SPDW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRO
$40B
SPDW
$39B
Expense Ratio
DGRO
0.08%
Winner
SPDW
0.03%
Max Drawdown
Winner
DGRO
35.10%
SPDW
62.16%
Sharpe Ratio
DGRO
1.59
Winner
SPDW
1.80
5Y Beta
Winner
DGRO
0.65
SPDW
0.75
P/E Ratio
DGRO
22.45
SPDW
N/A
Forward P/E
DGRO
17.99
SPDW
N/A
PEG Ratio
DGRO
0.44
SPDW
N/A
5Y Dividends CAGR
DGRO
11.61%
Winner
SPDW
13.43%
5Y EPS CAGR
DGRO
12.30%
SPDW
N/A
Debt to Equity
DGRO
1.74%
SPDW
N/A
P/S Ratio
DGRO
2.54
SPDW
N/A
P/B Ratio
DGRO
3.94
SPDW
N/A
DGRO vs SPDW - Holdings Comparison
DGRO and SPDW have 1 common holdings. Overlap is -0.17%
DGRO's top 25 holdings weight is 48.18%. SPDW's top 25 holdings weight is 19.94%.
| Rank | DGRO | SPDW |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 3.34% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08% |
| #2 | APPLE INC (AAPL) - 3.09% | ASML HOLDING NV (n/a) - 1.80% |
| #3 | JPMORGAN CHASE & CO (JPM) - 3.02% | SK HYNIX INC (n/a) - 1.20% |
| #4 | MICROSOFT CORP (MSFT) - 2.95% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.96% |
| #5 | EXXON MOBIL CORP (XOM) - 2.92% | ASTRAZENECA PLC (AZN:XLON) - 0.95% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.60% | HSBC HOLDINGS PLC (n/a) - 0.91% |
| #7 | ABBVIE INC (ABBV) - 2.47% | SHELL PLC (n/a) - 0.90% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 2.28% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.05% | TOYOTA MOTOR CORP (n/a) - 0.84% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.00% | NESTLE SA (n/a) - 0.84% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.83% | ROYAL BANK OF CANADA (RY) - 0.75% |
| #12 | THE HOME DEPOT INC (HD) - 1.82% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% |
| #13 | MERCK & CO INC (MRK) - 1.82% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66% |
| #14 | COCA-COLA CO (KO) - 1.80% | L'OREAL SA (n/a) - 0.62% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.79% | SIEMENS AG (n/a) - 0.60% |
| #16 | PEPSICO INC (PEP) - 1.67% | TOTALENERGIES SE (TTE) - 0.60% |
| #17 | MORGAN STANLEY (MS) - 1.27% | SAP SE (n/a) - 0.57% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | BHP GROUP LTD (n/a) - 0.57% |
| #19 | WELLS FARGO & CO (WFC) - 1.26% | BANCO SANTANDER SA (n/a) - 0.54% |
| #20 | NEXTERA ENERGY INC (NEE) - 1.21% | SCHNEIDER ELECTRIC SE (n/a) - 0.53% |
| #21 | ELI LILLY AND CO (LLY) - 1.21% | THE TORONTO-DOMINION BANK (TD) - 0.52% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% | ALLIANZ SE (n/a) - 0.51% |
| #23 | QUALCOMM INC (QCOM) - 1.15% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47% |
| #24 | CITIGROUP INC (C) - 1.12% | n/a (SHOP) - 0.47% |
| #25 | AMGEN INC (AMGN) - 1.06% | HITACHI LTD (n/a) - 0.47% |
| Total Holdings | 400 | 2250 |
DGRO vs SPDW - Historical Returns
Returns include dividend reinvestment.
1M
DGRO
+1.22%
Winner
SPDW
+3.59%
3M
DGRO
-0.15%
Winner
SPDW
+2.97%
6M
DGRO
+7.87%
Winner
SPDW
+16.81%
1Y
DGRO
+20.96%
Winner
SPDW
+34.49%
5Y(CAGR)
Winner
DGRO
+10.25%
SPDW
+10.07%
10Y(CAGR)
Winner
DGRO
+13.31%
SPDW
+10.27%
Max(CAGR)
Winner
DGRO
+12.11%
SPDW
+5.09%
DGRO vs SPDW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DGRO | SPDW |
|---|---|---|
| 2026 | +5.32% | +11.89% |
| 2025 | +16.12% | +35.04% |
| 2024 | +16.28% | +4.67% |
| 2023 | +10.80% | +17.29% |
| 2022 | -8.02% | -16.44% |
| 2021 | +28.44% | +10.78% |
| 2020 | +8.75% | +9.03% |
| 2019 | +30.11% | +22.59% |
| 2018 | -2.69% | -14.87% |
| 2017 | +22.33% | +25.12% |
| 2016 | +16.95% | +4.63% |
| 2015 | -0.62% | -1.21% |
| 2014 | +8.55% | -3.60% |
| 2013 | N/A | +17.28% |
| 2012 | N/A | +15.67% |
| 2011 | N/A | -14.17% |
| 2010 | N/A | +8.26% |
| 2009 | N/A | +27.02% |
| 2008 | N/A | -40.20% |
| 2007 | N/A | +2.52% |
DGRO vs SPDW Drawdown Comparison
The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.
The current DGRO drawdown is -0.71%. The current SPDW drawdown is -0.34%.
| Rank | DGRO | SPDW |
|---|---|---|
| #1 | -35.10% Feb 12, 2020 - Nov 9, 2020 | -60.01% Oct 31, 2007 - May 27, 2014 |
| #2 | -19.30% Jan 4, 2022 - Dec 14, 2023 | -34.97% Jan 26, 2018 - Nov 11, 2020 |
| #3 | -16.64% Sep 21, 2018 - Apr 4, 2019 | -30.23% Sep 3, 2021 - Mar 7, 2024 |
| #4 | -14.02% Nov 29, 2024 - Jun 30, 2025 | -23.54% Jul 3, 2014 - May 2, 2017 |
| #5 | -11.31% May 18, 2015 - Mar 18, 2016 | -13.53% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -10.57% Jan 26, 2018 - Aug 20, 2018 | -12.79% Jul 16, 2007 - Oct 10, 2007 |
| #7 | -6.47% Feb 11, 2026 - Apr 30, 2026 | -11.55% Feb 26, 2026 - May 6, 2026 |
| #8 | -6.16% Sep 18, 2014 - Oct 31, 2014 | -9.62% Sep 26, 2024 - Mar 5, 2025 |
| #9 | -6.08% Jul 26, 2019 - Sep 11, 2019 | -7.71% Jul 12, 2024 - Aug 21, 2024 |
| #10 | -5.77% Apr 30, 2019 - Jun 18, 2019 | -5.66% Jun 14, 2021 - Sep 2, 2021 |
| #11 | -5.12% Dec 29, 2014 - Feb 24, 2015 | -5.23% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -4.97% Jun 23, 2016 - Jul 8, 2016 | -4.74% Mar 27, 2024 - May 9, 2024 |
| #13 | -4.93% Aug 16, 2021 - Oct 20, 2021 | -4.49% Jan 8, 2021 - Feb 9, 2021 |
| #14 | -4.87% Mar 28, 2024 - May 15, 2024 | -4.38% Oct 12, 2007 - Oct 26, 2007 |
| #15 | -4.56% Aug 15, 2016 - Nov 10, 2016 | -4.28% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between DGRO and SPDW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
DGRO vs SPDW dividend yield comparison.
| Year | DGRO | SPDW |
|---|---|---|
| 2026 | 0.45% | 0.00% |
| 2025 | 2.09% | 3.30% |
| 2024 | 2.26% | 3.19% |
| 2023 | 2.45% | 2.75% |
| 2022 | 2.34% | 3.12% |
| 2021 | 1.93% | 3.04% |
| 2020 | 2.30% | 1.87% |
| 2019 | 2.21% | 3.13% |
| 2018 | 2.44% | 3.08% |
| 2017 | 2.03% | 1.86% |
| 2016 | 2.27% | 3.12% |
| 2015 | 2.52% | 2.78% |
| 2014 | 0.97% | 3.51% |
| 2013 | 0.00% | 2.36% |
| 2012 | 0.00% | 2.23% |
| 2011 | 0.00% | 3.26% |
| 2010 | 0.00% | 2.25% |
| 2009 | 0.00% | 0.79% |
| 2008 | 0.00% | 3.43% |
| 2007 | 0.00% | 2.01% |
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