DGRO vs VBK
Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF).
5-Year PerformanceDGRO has outperformed VBK, delivering a return of +9.9% compared to +5.0%
DGRO vs VBK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRO
$38B
Winner
VBK
$39B
Expense Ratio
DGRO
0.08%
Winner
VBK
0.05%
Max Drawdown
Winner
DGRO
35.10%
VBK
59.36%
Sharpe Ratio
Winner
DGRO
1.79
VBK
1.50
5Y Beta
Winner
DGRO
0.65
VBK
1.18
P/E Ratio
Winner
DGRO
22.50
VBK
60.66
Forward P/E
Winner
DGRO
17.97
VBK
21.76
PEG Ratio
DGRO
0.47
VBK
N/A
5Y Dividends CAGR
DGRO
11.61%
Winner
VBK
12.10%
5Y EPS CAGR
DGRO
12.20%
Winner
VBK
18.83%
Debt to Equity
Winner
DGRO
1.97%
VBK
28.21%
P/S Ratio
Winner
DGRO
2.49
VBK
2.85
P/B Ratio
Winner
DGRO
3.85
VBK
4.60
DGRO vs VBK - Holdings Comparison
DGRO and VBK have 53 common holdings. Overlap is 0.99%
DGRO's top 25 holdings weight is 47.87%. VBK's top 25 holdings weight is 18.04%.
| Rank | DGRO | VBK |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 3.30% | SLCMT1142 (n/a) - 1.68% |
| #2 | MICROSOFT CORP (MSFT) - 3.08% | TECHNIPFMC PLC (FTI) - 0.91% |
| #3 | JPMORGAN CHASE & CO (JPM) - 3.08% | CIENA CORP (CIEN) - 0.90% |
| #4 | APPLE INC (AAPL) - 2.94% | CASEY'S GENERAL STORES INC (CASY) - 0.88% |
| #5 | EXXON MOBIL CORP (XOM) - 2.83% | NATERA INC (NTRA) - 0.87% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.63% | LUMENTUM HOLDINGS INC (LITE) - 0.82% |
| #7 | ABBVIE INC (ABBV) - 2.39% | FTAI AVIATION LTD (FTAI) - 0.82% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 2.25% | CURTISS-WRIGHT CORP (CW) - 0.82% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.12% | COMFORT SYSTEMS USA INC (FIX) - 0.79% |
| #10 | THE HOME DEPOT INC (HD) - 1.94% | COHERENT CORP (COHR) - 0.73% |
| #11 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.92% | ROYAL GOLD INC (RGLD) - 0.71% |
| #12 | BANK OF AMERICA CORP (BAC) - 1.83% | n/a (ASTS) - 0.71% |
| #13 | MERCK & CO INC (MRK) - 1.79% | WOODWARD INC (WWD) - 0.70% |
| #14 | COCA-COLA CO (KO) - 1.75% | n/a (FWONK) - 0.68% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.69% | MASTEC INC (MTZ) - 0.67% |
| #16 | PEPSICO INC (PEP) - 1.68% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% |
| #17 | MORGAN STANLEY (MS) - 1.29% | ATI INC (ATI) - 0.65% |
| #18 | WELLS FARGO & CO (WFC) - 1.28% | EQT CORP (EQT) - 0.65% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.28% | NVENT ELECTRIC PLC (NVT) - 0.63% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | TWILIO INC CLASS A (TWLO) - 0.62% |
| #21 | NEXTERA ENERGY INC (NEE) - 1.21% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.52% |
| #22 | CITIGROUP INC (C) - 1.15% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.41% |
| #23 | AMGEN INC (AMGN) - 1.10% | FIVE BELOW INC (FIVE) - 0.41% |
| #24 | ELI LILLY AND CO (LLY) - 1.07% | PENUMBRA INC (PEN) - 0.40% |
| #25 | MCDONALD'S CORP (MCD) - 1.05% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.40% |
| Total Holdings | 400 | 512 |
DGRO vs VBK - Historical Returns
Returns include dividend reinvestment.
1M
DGRO
+1.36%
Winner
VBK
+8.31%
3M
DGRO
-0.73%
Winner
VBK
+7.39%
6M
DGRO
+8.94%
Winner
VBK
+15.27%
1Y
DGRO
+22.99%
Winner
VBK
+34.17%
5Y(CAGR)
Winner
DGRO
+9.86%
VBK
+5.00%
10Y(CAGR)
Winner
DGRO
+13.23%
VBK
+11.87%
Max(CAGR)
Winner
DGRO
+12.11%
VBK
+9.85%
DGRO vs VBK - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DGRO | VBK |
|---|---|---|
| 2026 | +5.07% | +12.04% |
| 2025 | +16.12% | +8.29% |
| 2024 | +16.28% | +17.96% |
| 2023 | +10.80% | +22.53% |
| 2022 | -8.02% | -28.70% |
| 2021 | +28.44% | +7.63% |
| 2020 | +8.75% | +34.73% |
| 2019 | +30.11% | +33.46% |
| 2018 | -2.69% | -6.53% |
| 2017 | +22.33% | +21.21% |
| 2016 | +16.95% | +12.95% |
| 2015 | -0.62% | -2.40% |
| 2014 | +8.55% | +5.05% |
| 2013 | N/A | +34.65% |
| 2012 | N/A | +16.32% |
| 2011 | N/A | -3.15% |
| 2010 | N/A | +28.14% |
| 2009 | N/A | +38.51% |
| 2008 | N/A | -39.30% |
| 2007 | N/A | +10.06% |
| 2006 | N/A | +10.29% |
| 2005 | N/A | +10.57% |
| 2004 | N/A | +10.26% |
DGRO vs VBK Drawdown Comparison
The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The current DGRO drawdown is -0.94%. The current VBK drawdown is -1.06%.
| Rank | DGRO | VBK |
|---|---|---|
| #1 | -35.10% Feb 12, 2020 - Nov 9, 2020 | -58.69% Oct 10, 2007 - Dec 7, 2010 |
| #2 | -19.30% Jan 4, 2022 - Dec 14, 2023 | -38.71% Feb 20, 2020 - Jul 29, 2020 |
| #3 | -16.64% Sep 21, 2018 - Apr 4, 2019 | -38.39% Nov 8, 2021 - Nov 25, 2024 |
| #4 | -14.02% Nov 29, 2024 - Jun 30, 2025 | -28.93% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -11.31% May 18, 2015 - Mar 18, 2016 | -27.54% Dec 4, 2024 - Sep 18, 2025 |
| #6 | -10.57% Jan 26, 2018 - Aug 20, 2018 | -26.61% Jun 23, 2015 - Dec 8, 2016 |
| #7 | -6.47% Feb 11, 2026 - Apr 30, 2026 | -25.96% Sep 4, 2018 - Jul 3, 2019 |
| #8 | -6.16% Sep 18, 2014 - Oct 31, 2014 | -18.24% Apr 5, 2004 - Nov 12, 2004 |
| #9 | -6.08% Jul 26, 2019 - Sep 11, 2019 | -16.98% May 8, 2006 - Feb 1, 2007 |
| #10 | -5.77% Apr 30, 2019 - Jun 18, 2019 | -13.64% Feb 12, 2021 - Nov 1, 2021 |
| #11 | -5.12% Dec 29, 2014 - Feb 24, 2015 | -13.23% Mar 4, 2014 - Feb 5, 2015 |
| #12 | -4.97% Jun 23, 2016 - Jul 8, 2016 | -11.44% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -4.93% Aug 16, 2021 - Oct 20, 2021 | -10.96% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -4.87% Mar 28, 2024 - May 15, 2024 | -10.15% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -4.56% Aug 15, 2016 - Nov 10, 2016 | -9.88% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between DGRO and VBK is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
DGRO vs VBK dividend yield comparison.
| Year | DGRO | VBK |
|---|---|---|
| 2026 | 0.45% | 0.10% |
| 2025 | 2.09% | 0.54% |
| 2024 | 2.26% | 0.54% |
| 2023 | 2.45% | 0.68% |
| 2022 | 2.34% | 0.55% |
| 2021 | 1.93% | 0.36% |
| 2020 | 2.30% | 0.44% |
| 2019 | 2.21% | 0.57% |
| 2018 | 2.44% | 0.79% |
| 2017 | 2.03% | 0.82% |
| 2016 | 2.27% | 1.08% |
| 2015 | 2.52% | 0.98% |
| 2014 | 0.97% | 1.01% |
| 2013 | 0.00% | 0.65% |
| 2012 | 0.00% | 1.04% |
| 2011 | 0.00% | 0.55% |
| 2010 | 0.00% | 0.46% |
| 2009 | 0.00% | 0.40% |
| 2008 | 0.00% | 1.04% |
| 2007 | 0.00% | 0.58% |
| 2006 | 0.00% | 0.41% |
| 2005 | 0.00% | 0.37% |
| 2004 | 0.00% | 0.16% |
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