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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 +12.0% compared to +11.0%

SCHB vs DGRO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHB
$43B
DGRO
$41B
Expense Ratio
Winner
SCHB
0.03%
DGRO
0.08%
Max Drawdown
SCHB
35.27%
Winner
DGRO
35.10%
Sharpe Ratio
SCHB
1.24
Winner
DGRO
1.67
5Y Beta
SCHB
0.98
Winner
DGRO
0.63
P/E Ratio
SCHB
26.46
Winner
DGRO
22.81
Forward P/E
SCHB
19.76
Winner
DGRO
18.41
PEG Ratio
SCHB
N/A
DGRO
0.27
5Y Dividends CAGR
SCHB
5.00%
Winner
DGRO
6.66%
5Y EPS CAGR
Winner
SCHB
24.17%
DGRO
10.22%
Debt to Equity
Winner
SCHB
29.27%
DGRO
54.86%
P/S Ratio
SCHB
3.10
Winner
DGRO
2.50
P/B Ratio
SCHB
4.70
Winner
DGRO
4.14

SCHB vs DGRO - Holdings Comparison

SCHB and DGRO have 316 common holdings. Overlap is 30.75%

SCHB's top 25 holdings weight is 45.65%. DGRO's top 25 holdings weight is 43.94%.

RankSCHBDGRO
#1
NVIDIA CORP (NVDA) - 6.89%
JPMORGAN CHASE & CO (JPM) - 3.15%
#2
APPLE INC (AAPL) - 6.03%
JOHNSON & JOHNSON (JNJ) - 3.10%
#3
MICROSOFT CORP (MSFT) - 5.42%
APPLE INC (AAPL) - 2.98%
#4
AMAZON.COM INC (AMZN) - 3.38%
ABBVIE INC (ABBV) - 2.92%
#5
ALPHABET INC CLASS A (GOOGL) - 2.74%
EXXONMOBIL HOLDINGS CORP (XOM) - 2.74%
#6
BROADCOM INC (AVGO) - 2.47%
MICROSOFT CORP (MSFT) - 2.74%
#7
ALPHABET INC CLASS C (GOOG) - 2.20%
BROADCOM INC (AVGO) - 2.60%
#8
META PLATFORMS INC CLASS A (META) - 2.17%
PROCTER & GAMBLE CO (PG) - 2.24%
#9
TESLA INC (TSLA) - 2.04%
THE HOME DEPOT INC (HD) - 2.22%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.01%
#11
JPMORGAN CHASE & CO (JPM) - 1.33%
COCA-COLA CO (KO) - 1.90%
#12
ELI LILLY AND CO (LLY) - 1.27%
UNITEDHEALTH GROUP INC (UNH) - 1.84%
#13
VISA INC CLASS A (V) - 0.89%
BANK OF AMERICA CORP (BAC) - 1.83%
#14
EXXON MOBIL CORP (XOM) - 0.75%
MERCK & CO INC (MRK) - 1.81%
#15
JOHNSON & JOHNSON (JNJ) - 0.74%
PEPSICO INC (PEP) - 1.65%
#16
WALMART INC (WMT) - 0.73%
CISCO SYSTEMS INC (CSCO) - 1.37%
#17
MASTERCARD INC CLASS A (MA) - 0.71%
THE GOLDMAN SACHS GROUP INC (GS) - 1.27%
#18
n/a (PLTR) - 0.66%
WELLS FARGO & CO (WFC) - 1.27%
#19
ABBVIE INC (ABBV) - 0.61%
ELI LILLY AND CO (LLY) - 1.22%
#20
NETFLIX INC (NFLX) - 0.59%
AMGEN INC (AMGN) - 1.22%
#21
COSTCO WHOLESALE CORP (COST) - 0.57%
EATON CORP PLC (ETN) - 0.39%
#22
BANK OF AMERICA CORP (BAC) - 0.56%
AIR PRODUCTS AND CHEMICALS INC (APD) - 0.38%
#23
ADVANCED MICRO DEVICES INC (AMD) - 0.52%
GENERAL DYNAMICS CORP (GD) - 0.37%
#24
THE HOME DEPOT INC (HD) - 0.51%
THE CIGNA GROUP (CI) - 0.36%
#25
PROCTER & GAMBLE CO (PG) - 0.50%
DEERE & CO (DE) - 0.36%
Total Holdings2100355

SCHB vs DGRO - Historical Returns

Returns include dividend reinvestment.

1M
SCHB
+0.47%
Winner
DGRO
+2.64%
3M
Winner
SCHB
+6.56%
DGRO
+6.10%
6M
Winner
SCHB
+9.75%
DGRO
+8.84%
1Y
SCHB
+20.71%
Winner
DGRO
+21.29%
5Y(CAGR)
Winner
SCHB
+12.04%
DGRO
+10.97%
10Y(CAGR)
Winner
SCHB
+14.63%
DGRO
+13.20%
Max(CAGR)
Winner
SCHB
+14.34%
DGRO
+12.41%

SCHB vs DGRO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSCHBDGRO
2026+10.59%+11.11%
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 SCHB drawdown is -1.03%. The current DGRO drawdown is -0.95%.

RankSCHBDGRO
#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.

YearSCHBDGRO
20260.50%0.86%
20251.11%2.09%
20241.24%2.26%
20231.40%2.45%
20221.61%2.34%
20211.21%1.93%
20201.63%2.30%
20191.80%2.21%
20182.00%2.44%
20171.65%2.03%
20161.86%2.27%
20152.00%2.52%
20141.72%0.97%
20131.63%0.00%
20122.13%0.00%
20111.88%0.00%
20101.46%0.00%
20090.23%0.00%

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