SHRY vs DVGR
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and DAC 3D DIVIDEND GROWTH ETF (DVGR, ETF).
SHRY vs DVGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHRY
$15M
DVGR
$15M
Expense Ratio
Winner
SHRY
0.60%
DVGR
0.65%
Max Drawdown
SHRY
36.67%
Winner
DVGR
8.64%
Sharpe Ratio
SHRY
0.29
Winner
DVGR
0.76
5Y Beta
Winner
SHRY
0.60
DVGR
0.88
P/E Ratio
Winner
SHRY
14.25
DVGR
23.34
Forward P/E
Winner
SHRY
11.81
DVGR
20.62
PEG Ratio
Winner
SHRY
0.42
DVGR
0.61
5Y Dividends CAGR
SHRY
11.17%
DVGR
N/A
5Y EPS CAGR
SHRY
13.72%
Winner
DVGR
17.45%
Debt to Equity
SHRY
75.23%
Winner
DVGR
60.72%
P/S Ratio
Winner
SHRY
1.25
DVGR
2.40
P/B Ratio
Winner
SHRY
3.12
DVGR
6.26
SHRY vs DVGR - Holdings Comparison
SHRY and DVGR have 5 common holdings. Overlap is 3.66%
SHRY's top 25 holdings weight is 75.12%. DVGR's top 25 holdings weight is 84.98%.
| Rank | SHRY | DVGR |
|---|---|---|
| #1 | FOX CORP CLASS A (FOXA) - 5.43% | ORACLE CORP (ORCL) - 6.93% |
| #2 | QUALCOMM INC (QCOM) - 5.38% | BROADCOM INC (AVGO) - 5.61% |
| #3 | METLIFE INC (MET) - 5.07% | MICROSOFT CORP (MSFT) - 5.23% |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 4.42% | THE GOLDMAN SACHS GROUP INC (GS) - 4.52% |
| #5 | COMCAST CORP CLASS A (CMCSA) - 4.19% | HEICO CORP (HEI) - 4.22% |
| #6 | FISERV INC (FISV) - 4.19% | UNITEDHEALTH GROUP INC (UNH) - 4.01% |
| #7 | D.R. HORTON INC (DHI) - 3.86% | JPMORGAN CHASE & CO (JPM) - 3.77% |
| #8 | AMERIPRISE FINANCIAL INC (AMP) - 3.49% | COSTCO WHOLESALE CORP (COST) - 3.69% |
| #9 | ADOBE INC (ADBE) - 3.30% | ENBRIDGE INC (n/a) - 3.52% |
| #10 | ALTRIA GROUP INC (MO) - 2.86% | KLA CORP (KLAC) - 3.48% |
| #11 | THE KROGER CO (KR) - 2.86% | NEXTERA ENERGY INC (NEE) - 3.45% |
| #12 | SLB LTD (SLB) - 2.85% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 3.45% |
| #13 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79% | VISA INC CLASS A (V) - 3.27% |
| #14 | AFLAC INC (AFL) - 2.69% | TEXAS INSTRUMENTS INC (TXN) - 3.23% |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.33% | AMGEN INC (AMGN) - 2.96% |
| #16 | BOOKING HOLDINGS INC (BKNG) - 2.31% | LOWE'S COMPANIES INC (LOW) - 2.59% |
| #17 | ALLSTATE CORP (ALL) - 2.13% | AMERICAN TOWER CORP (AMT) - 2.51% |
| #18 | HCA HEALTHCARE INC (HCA) - 2.10% | CINTAS CORP (CTAS) - 2.49% |
| #19 | CONOCOPHILLIPS (COP) - 2.09% | COMFORT SYSTEMS USA INC (FIX) - 2.48% |
| #20 | VALERO ENERGY CORP (VLO) - 2.06% | NOVO NORDISK AS ADR (NVO) - 2.41% |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% | INTUIT INC (INTU) - 2.38% |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.89% | PARKER HANNIFIN CORP (PH) - 2.34% |
| #23 | PHILLIPS 66 (PSX) - 1.69% | MCKESSON CORP (MCK) - 2.23% |
| #24 | CHENIERE ENERGY INC (LNG) - 1.64% | WILLIAMS-SONOMA INC (WSM) - 2.21% |
| #25 | UNION PACIFIC CORP (UNP) - 1.58% | LEMAITRE VASCULAR INC (LMAT) - 2.00% |
| Total Holdings | 51 | 37 |
SHRY vs DVGR - Historical Returns
Returns include dividend reinvestment.
1M
SHRY
+0.13%
Winner
DVGR
+2.51%
3M
SHRY
-0.27%
Winner
DVGR
+7.57%
6M
SHRY
+2.64%
Winner
DVGR
+8.66%
1Y
SHRY
+5.36%
DVGR
N/A
5Y(CAGR)
SHRY
+7.83%
DVGR
N/A
10Y(CAGR)
SHRY
+10.77%
DVGR
N/A
Max(CAGR)
SHRY
+10.77%
Winner
DVGR
+15.22%
SHRY vs DVGR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | DVGR |
|---|---|---|
| 2026 | +3.21% | +7.63% |
| 2025 | +7.21% | -0.65% |
| 2024 | +17.84% | N/A |
| 2023 | +17.52% | N/A |
| 2022 | -14.18% | N/A |
| 2021 | +31.62% | N/A |
| 2020 | +11.50% | N/A |
| 2019 | +30.14% | N/A |
| 2018 | -9.35% | N/A |
| 2017 | +10.12% | N/A |
SHRY vs DVGR Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for DVGR was -8.19%, occurring on Mar 30, 2026. Recovery took 56 trading sessions.
The current SHRY drawdown is -4.15%. The current DVGR drawdown is -0.63%.
| Rank | SHRY | DVGR |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -8.19% Jan 26, 2026 - Apr 16, 2026 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -3.05% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -2.93% Dec 11, 2025 - Dec 26, 2025 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -1.83% Jan 16, 2026 - Jan 26, 2026 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -1.82% May 6, 2026 - May 29, 2026 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -1.42% Apr 24, 2026 - May 5, 2026 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | -1.27% Dec 26, 2025 - Jan 5, 2026 |
| #8 | -6.37% Jul 26, 2019 - Sep 12, 2019 | -0.99% Dec 5, 2025 - Dec 10, 2025 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -0.94% Jan 6, 2026 - Jan 9, 2026 |
| #10 | -5.13% Mar 2, 2026 - Mar 18, 2026 | -0.85% Jan 12, 2026 - Jan 16, 2026 |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | -0.65% Jun 2, 2026 - Jun 4, 2026 |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | -0.42% Apr 20, 2026 - Apr 22, 2026 |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | N/A |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | N/A |
Correlation
Correlation between SHRY and DVGR is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2017 - 2026)
SHRY vs DVGR dividend yield comparison.
| Year | SHRY | DVGR |
|---|---|---|
| 2026 | 0.27% | 0.44% |
| 2025 | 1.73% | 0.05% |
| 2024 | 1.76% | 0.00% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 0.55% | 0.00% |
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