DVGR vs SHRY
Comparison between DAC 3D DIVIDEND GROWTH ETF (DVGR, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
DVGR vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVGR
$15M
SHRY
$15M
Expense Ratio
DVGR
0.65%
Winner
SHRY
0.60%
Max Drawdown
Winner
DVGR
8.64%
SHRY
36.67%
Sharpe Ratio
Winner
DVGR
0.76
SHRY
0.29
5Y Beta
DVGR
0.88
Winner
SHRY
0.60
P/E Ratio
DVGR
23.34
Winner
SHRY
14.25
Forward P/E
DVGR
20.62
Winner
SHRY
11.81
PEG Ratio
DVGR
0.61
Winner
SHRY
0.42
5Y Dividends CAGR
DVGR
N/A
SHRY
11.17%
5Y EPS CAGR
Winner
DVGR
17.45%
SHRY
13.72%
Debt to Equity
Winner
DVGR
60.72%
SHRY
75.23%
P/S Ratio
DVGR
2.40
Winner
SHRY
1.25
P/B Ratio
DVGR
6.26
Winner
SHRY
3.12
DVGR vs SHRY - Holdings Comparison
DVGR and SHRY have 5 common holdings. Overlap is 3.66%
DVGR's top 25 holdings weight is 84.98%. SHRY's top 25 holdings weight is 75.12%.
| Rank | DVGR | SHRY |
|---|---|---|
| #1 | ORACLE CORP (ORCL) - 6.93% | FOX CORP CLASS A (FOXA) - 5.43% |
| #2 | BROADCOM INC (AVGO) - 5.61% | QUALCOMM INC (QCOM) - 5.38% |
| #3 | MICROSOFT CORP (MSFT) - 5.23% | METLIFE INC (MET) - 5.07% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.52% | PAYPAL HOLDINGS INC (PYPL) - 4.42% |
| #5 | HEICO CORP (HEI) - 4.22% | COMCAST CORP CLASS A (CMCSA) - 4.19% |
| #6 | UNITEDHEALTH GROUP INC (UNH) - 4.01% | FISERV INC (FISV) - 4.19% |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.77% | D.R. HORTON INC (DHI) - 3.86% |
| #8 | COSTCO WHOLESALE CORP (COST) - 3.69% | AMERIPRISE FINANCIAL INC (AMP) - 3.49% |
| #9 | ENBRIDGE INC (n/a) - 3.52% | ADOBE INC (ADBE) - 3.30% |
| #10 | KLA CORP (KLAC) - 3.48% | ALTRIA GROUP INC (MO) - 2.86% |
| #11 | NEXTERA ENERGY INC (NEE) - 3.45% | THE KROGER CO (KR) - 2.86% |
| #12 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 3.45% | SLB LTD (SLB) - 2.85% |
| #13 | VISA INC CLASS A (V) - 3.27% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 3.23% | AFLAC INC (AFL) - 2.69% |
| #15 | AMGEN INC (AMGN) - 2.96% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.33% |
| #16 | LOWE'S COMPANIES INC (LOW) - 2.59% | BOOKING HOLDINGS INC (BKNG) - 2.31% |
| #17 | AMERICAN TOWER CORP (AMT) - 2.51% | ALLSTATE CORP (ALL) - 2.13% |
| #18 | CINTAS CORP (CTAS) - 2.49% | HCA HEALTHCARE INC (HCA) - 2.10% |
| #19 | COMFORT SYSTEMS USA INC (FIX) - 2.48% | CONOCOPHILLIPS (COP) - 2.09% |
| #20 | NOVO NORDISK AS ADR (NVO) - 2.41% | VALERO ENERGY CORP (VLO) - 2.06% |
| #21 | INTUIT INC (INTU) - 2.38% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% |
| #22 | PARKER HANNIFIN CORP (PH) - 2.34% | COLGATE-PALMOLIVE CO (CL) - 1.89% |
| #23 | MCKESSON CORP (MCK) - 2.23% | PHILLIPS 66 (PSX) - 1.69% |
| #24 | WILLIAMS-SONOMA INC (WSM) - 2.21% | CHENIERE ENERGY INC (LNG) - 1.64% |
| #25 | LEMAITRE VASCULAR INC (LMAT) - 2.00% | UNION PACIFIC CORP (UNP) - 1.58% |
| Total Holdings | 37 | 51 |
DVGR vs SHRY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVGR
+2.08%
SHRY
+0.23%
3M
Winner
DVGR
+7.12%
SHRY
-0.18%
6M
Winner
DVGR
+8.66%
SHRY
+3.49%
1Y
DVGR
N/A
SHRY
+5.46%
5Y(CAGR)
DVGR
N/A
SHRY
+8.00%
10Y(CAGR)
DVGR
N/A
SHRY
+10.77%
Max(CAGR)
Winner
DVGR
+14.22%
SHRY
+10.77%
DVGR vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DVGR | SHRY |
|---|---|---|
| 2026 | +7.17% | +3.31% |
| 2025 | -0.65% | +7.21% |
| 2024 | N/A | +17.84% |
| 2023 | N/A | +17.52% |
| 2022 | N/A | -14.18% |
| 2021 | N/A | +31.62% |
| 2020 | N/A | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
DVGR vs SHRY Drawdown Comparison
The maximum drawdown for DVGR was -8.19%, occurring on Mar 30, 2026. Recovery took 56 trading sessions.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current DVGR drawdown is -1.05%. The current SHRY drawdown is -4.07%.
| Rank | DVGR | SHRY |
|---|---|---|
| #1 | -8.19% Jan 26, 2026 - Apr 16, 2026 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -3.05% Jun 4, 2026 - Jun 10, 2026 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -2.93% Dec 11, 2025 - Dec 26, 2025 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -1.83% Jan 16, 2026 - Jan 26, 2026 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -1.82% May 6, 2026 - May 29, 2026 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -1.42% Apr 24, 2026 - May 5, 2026 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | -1.27% Dec 26, 2025 - Jan 5, 2026 | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | -0.99% Dec 5, 2025 - Dec 10, 2025 | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | -0.94% Jan 6, 2026 - Jan 9, 2026 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -0.85% Jan 12, 2026 - Jan 16, 2026 | -5.13% Mar 2, 2026 - Mar 18, 2026 |
| #11 | -0.65% Jun 2, 2026 - Jun 4, 2026 | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -0.42% Apr 20, 2026 - Apr 22, 2026 | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | N/A | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | N/A | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | N/A | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between DVGR and SHRY is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2017 - 2026)
DVGR vs SHRY dividend yield comparison.
| Year | DVGR | SHRY |
|---|---|---|
| 2026 | 0.44% | 0.27% |
| 2025 | 0.05% | 1.73% |
| 2024 | 0.00% | 1.76% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
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