SCHB vs DGRO

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

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

SCHB vs DGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SCHB

$37B

Winner

DGRO

$38B

Expense Ratio

Winner

SCHB

0.03%

DGRO

0.08%

Max Drawdown

SCHB

35.27%

Winner

DGRO

35.10%

Sharpe Ratio

Winner

SCHB

2.04

DGRO

1.79

5Y Beta

SCHB

0.98

Winner

DGRO

0.65

P/E Ratio

SCHB

27.26

Winner

DGRO

22.50

Forward P/E

SCHB

20.38

Winner

DGRO

17.97

PEG Ratio

SCHB

N/A

DGRO

0.47

5Y Dividends CAGR

SCHB

4.16%

Winner

DGRO

11.61%

5Y EPS CAGR

Winner

SCHB

24.17%

DGRO

12.20%

Debt to Equity

SCHB

N/A

DGRO

1.97%

P/S Ratio

SCHB

3.06

Winner

DGRO

2.49

P/B Ratio

SCHB

4.59

Winner

DGRO

3.85

SCHB vs DGRO - Holdings Comparison

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

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

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

SCHB vs DGRO - Historical Returns

Returns include dividend reinvestment.

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

Winner

SCHB

+8.81%

DGRO

+1.36%

Winner

SCHB

+6.33%

DGRO

-0.73%

Winner

SCHB

+10.63%

DGRO

+8.94%

Winner

SCHB

+31.97%

DGRO

+22.99%

5Y(CAGR)

Winner

SCHB

+12.28%

DGRO

+9.86%

10Y(CAGR)

Winner

SCHB

+15.05%

DGRO

+13.23%

Max(CAGR)

Winner

SCHB

+14.38%

DGRO

+12.11%

SCHB vs DGRO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

SCHB vs DGRO Drawdown Comparison

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

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

The current DGRO drawdown is -0.94%.

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

Correlation

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

0.99

-101

Dividend Comparison (2009 - 2026)

SCHB vs DGRO dividend yield comparison.

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