DGRO vs XLV
Comparison between ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF) and STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV, ETF).
5-Year PerformanceDGRO has outperformed XLV, delivering a return of +11.0% compared to +6.1%
DGRO vs XLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRO
$41B
XLV
$41B
Expense Ratio
DGRO
0.08%
XLV
0.08%
Max Drawdown
Winner
DGRO
35.10%
XLV
40.58%
Sharpe Ratio
Winner
DGRO
1.67
XLV
1.18
5Y Beta
DGRO
0.63
Winner
XLV
0.44
P/E Ratio
Winner
DGRO
22.81
XLV
29.93
Forward P/E
Winner
DGRO
18.41
XLV
19.60
PEG Ratio
DGRO
0.27
XLV
N/A
5Y Dividends CAGR
DGRO
6.66%
Winner
XLV
7.67%
5Y EPS CAGR
DGRO
10.22%
Winner
XLV
12.02%
Debt to Equity
DGRO
54.86%
Winner
XLV
52.40%
P/S Ratio
DGRO
2.50
Winner
XLV
1.59
P/B Ratio
Winner
DGRO
4.14
XLV
4.95
DGRO vs XLV - Holdings Comparison
DGRO and XLV have 24 common holdings. Overlap is 14.77%
DGRO's top 25 holdings weight is 43.94%. XLV's top 25 holdings weight is 85.31%.
| Rank | DGRO | XLV |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.15% | ELI LILLY AND CO (LLY) - 15.96% |
| #2 | JOHNSON & JOHNSON (JNJ) - 3.10% | JOHNSON & JOHNSON (JNJ) - 10.37% |
| #3 | APPLE INC (AAPL) - 2.98% | ABBVIE INC (ABBV) - 7.52% |
| #4 | ABBVIE INC (ABBV) - 2.92% | UNITEDHEALTH GROUP INC (UNH) - 6.63% |
| #5 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.74% | MERCK & CO INC (MRK) - 5.33% |
| #6 | MICROSOFT CORP (MSFT) - 2.74% | THERMO FISHER SCIENTIFIC INC (TMO) - 3.47% |
| #7 | BROADCOM INC (AVGO) - 2.60% | AMGEN INC (AMGN) - 3.37% |
| #8 | PROCTER & GAMBLE CO (PG) - 2.24% | GILEAD SCIENCES INC (GILD) - 2.85% |
| #9 | THE HOME DEPOT INC (HD) - 2.22% | ABBOTT LABORATORIES (ABT) - 2.71% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.01% | PFIZER INC (PFE) - 2.47% |
| #11 | COCA-COLA CO (KO) - 1.90% | INTUITIVE SURGICAL INC (ISRG) - 2.40% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.84% | CVS HEALTH CORP (CVS) - 2.36% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.83% | DANAHER CORP (DHR) - 2.21% |
| #14 | MERCK & CO INC (MRK) - 1.81% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.11% |
| #15 | PEPSICO INC (PEP) - 1.65% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.09% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.37% | STRYKER CORP (SYK) - 1.90% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.27% | MEDTRONIC PLC (MDT) - 1.80% |
| #18 | WELLS FARGO & CO (WFC) - 1.27% | MCKESSON CORP (MCK) - 1.67% |
| #19 | ELI LILLY AND CO (LLY) - 1.22% | ELEVANCE HEALTH INC (ELV) - 1.48% |
| #20 | AMGEN INC (AMGN) - 1.22% | THE CIGNA GROUP (CI) - 1.37% |
| #21 | EATON CORP PLC (ETN) - 0.39% | REGENERON PHARMACEUTICALS INC (REGN) - 1.16% |
| #22 | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.38% | BOSTON SCIENTIFIC CORP (BSX) - 1.12% |
| #23 | GENERAL DYNAMICS CORP (GD) - 0.37% | HCA HEALTHCARE INC (HCA) - 1.03% |
| #24 | THE CIGNA GROUP (CI) - 0.36% | CENCORA INC (COR) - 1.01% |
| #25 | DEERE & CO (DE) - 0.36% | CARDINAL HEALTH INC (CAH) - 0.92% |
| Total Holdings | 355 | 63 |
DGRO vs XLV - Historical Returns
Returns include dividend reinvestment.
1M
DGRO
+2.64%
Winner
XLV
+6.79%
3M
DGRO
+6.10%
Winner
XLV
+10.30%
6M
Winner
DGRO
+8.84%
XLV
+2.12%
1Y
DGRO
+21.29%
Winner
XLV
+24.37%
5Y(CAGR)
Winner
DGRO
+10.97%
XLV
+6.13%
10Y(CAGR)
Winner
DGRO
+13.20%
XLV
+9.73%
Max(CAGR)
Winner
DGRO
+12.41%
XLV
+8.35%
DGRO vs XLV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DGRO | XLV |
|---|---|---|
| 2026 | +11.11% | +3.92% |
| 2025 | +16.12% | +14.46% |
| 2024 | +16.28% | +0.70% |
| 2023 | +10.80% | +2.36% |
| 2022 | -8.02% | -1.07% |
| 2021 | +28.44% | +26.58% |
| 2020 | +8.75% | +13.04% |
| 2019 | +30.11% | +22.30% |
| 2018 | -2.69% | +5.10% |
| 2017 | +22.33% | +20.20% |
| 2016 | +16.95% | -0.98% |
| 2015 | -0.62% | +6.45% |
| 2014 | +8.55% | +25.84% |
| 2013 | N/A | +38.67% |
| 2012 | N/A | +15.87% |
| 2011 | N/A | +11.38% |
| 2010 | N/A | +1.54% |
| 2009 | N/A | +17.13% |
| 2008 | N/A | -22.50% |
| 2007 | N/A | +7.12% |
| 2006 | N/A | +5.76% |
| 2005 | N/A | +7.66% |
| 2004 | N/A | +1.05% |
| 2003 | N/A | +11.89% |
| 2002 | N/A | -1.59% |
| 2001 | N/A | +3.39% |
| 2000 | N/A | -9.87% |
| 1999 | N/A | +10.22% |
DGRO vs XLV Drawdown Comparison
The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 850 trading sessions.
The current DGRO drawdown is -0.95%. The current XLV drawdown is -2.55%.
| Rank | DGRO | XLV |
|---|---|---|
| #1 | -35.10% Feb 12, 2020 - Nov 9, 2020 | -39.17% Dec 10, 2007 - Apr 26, 2011 |
| #2 | -19.30% Jan 4, 2022 - Dec 14, 2023 | -33.13% Jan 10, 2000 - Jun 16, 2005 |
| #3 | -16.64% Sep 21, 2018 - Apr 4, 2019 | -28.39% Jan 22, 2020 - Jul 15, 2020 |
| #4 | -14.02% Nov 29, 2024 - Jun 30, 2025 | -17.34% May 18, 2011 - Jan 18, 2012 |
| #5 | -11.31% May 18, 2015 - Mar 18, 2016 | -17.11% Sep 16, 2024 - Nov 21, 2025 |
| #6 | -10.57% Jan 26, 2018 - Aug 20, 2018 | -17.08% Jul 20, 2015 - Mar 1, 2017 |
| #7 | -6.47% Feb 11, 2026 - Apr 30, 2026 | -16.06% Apr 8, 2022 - Jan 4, 2024 |
| #8 | -6.16% Sep 18, 2014 - Oct 31, 2014 | -15.44% Nov 30, 2018 - Oct 29, 2019 |
| #9 | -6.08% Jul 26, 2019 - Sep 11, 2019 | -12.79% Jan 26, 2018 - Aug 17, 2018 |
| #10 | -5.77% Apr 30, 2019 - Jun 18, 2019 | -10.56% Dec 30, 2021 - Apr 7, 2022 |
| #11 | -5.12% Dec 29, 2014 - Feb 24, 2015 | -10.47% Feb 27, 2026 - Jun 26, 2026 |
| #12 | -4.97% Jun 23, 2016 - Jul 8, 2016 | -9.85% Mar 22, 2006 - Aug 29, 2006 |
| #13 | -4.93% Aug 16, 2021 - Oct 20, 2021 | -8.71% Oct 1, 2018 - Nov 30, 2018 |
| #14 | -4.87% Mar 28, 2024 - May 15, 2024 | -8.21% May 7, 2007 - Nov 30, 2007 |
| #15 | -4.56% Aug 15, 2016 - Nov 10, 2016 | -8.08% Sep 3, 2021 - Dec 15, 2021 |
Correlation
Correlation between DGRO and XLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
DGRO vs XLV dividend yield comparison.
| Year | DGRO | XLV |
|---|---|---|
| 2026 | 0.86% | 0.78% |
| 2025 | 2.09% | 1.60% |
| 2024 | 2.26% | 1.67% |
| 2023 | 2.45% | 1.59% |
| 2022 | 2.34% | 1.47% |
| 2021 | 1.93% | 1.33% |
| 2020 | 2.30% | 1.49% |
| 2019 | 2.21% | 2.17% |
| 2018 | 2.44% | 1.57% |
| 2017 | 2.03% | 1.47% |
| 2016 | 2.27% | 1.60% |
| 2015 | 2.52% | 1.43% |
| 2014 | 0.97% | 1.35% |
| 2013 | 0.00% | 1.52% |
| 2012 | 0.00% | 2.01% |
| 2011 | 0.00% | 1.96% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 1.85% |
| 2008 | 0.00% | 2.19% |
| 2007 | 0.00% | 1.62% |
| 2006 | 0.00% | 1.35% |
| 2005 | 0.00% | 1.25% |
| 2004 | 0.00% | 1.13% |
| 2003 | 0.00% | 1.15% |
| 2002 | 0.00% | 0.74% |
| 2001 | 0.00% | 0.27% |
| 2000 | 0.00% | 0.22% |
| 1999 | 0.00% | 0.57% |
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