SCHD vs DGRO Stock Comparison: AI Score, Valuation, Performance and Upside
SCHD and DGRO are both excellent dividend growth ETFs with similar objectives but different portfolio construction. SCHD uses stricter quality screens (10-year streak, multiple financial ratios) for a more concentrated 100-stock portfolio with higher current yield and faster dividend growth. DGRO is broader (400+ stocks) with a lower quality bar (5-year streak) and slightly lower current yield. Both are strong choices for dividend growth investors.
SCHD is the higher-conviction, higher-quality dividend growth fund; DGRO offers more diversification and captures earlier-stage dividend growers — investors should choose based on whether they value quality concentration or broader diversification.
SCHD holds the edge across 5 of 5 key metrics in this comparison. SCHD has delivered stronger 1-year price return (+24.21% vs +22.75% for DGRO).
- →want stricter quality screening that requires 10+ consecutive years of dividend payments
- →value the higher current yield SCHD provides versus DGRO's broader basket
- →prefer a concentrated 100-stock high-conviction portfolio over broad diversification
- →are seeking the combination of above-average yield and strong dividend growth rate
- →prefer broader 400+ stock diversification to reduce individual company concentration risk
- →want exposure to companies earlier in their dividend growth journey (5-year vs 10-year streak)
- →value iShares/BlackRock's ETF platform consistency alongside other iShares holdings
- →are comfortable with slightly lower current yield in exchange for broader diversification
| Metric | SCHD | DGRO |
|---|---|---|
| ETF score | 81.0 | 84.0 |
| Latest close | $31.86 | $74.82 |
| 1M return | -0.75% | +2.19% |
| 6M return | +16.41% | +9.07% |
| 1Y return | +24.21% | +22.75% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SCHD | DGRO |
|---|---|---|
| 1Y ago | $12.91K (+29.1%) started 2025-06-18 | $12.54K (+25.4%) started 2025-06-18 |
| 5Y ago | $18.74K (+87.4%) started 2021-06-18 | $19.33K (+93.3%) started 2021-06-18 |
| 10Y ago | $48.13K (+381.3%) started 2016-06-20 | $45.74K (+357.4%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | SCHD | DGRO |
|---|---|---|
| Expense ratio | 0.06% | 0.08% |
| Total assets (AUM) | $94.95B | $40.46B |
| Dividend yield | 3.25% | 1.96% |
| Trailing P/E | 18.78 | 23.01 |
| Beta | 0.71 | 0.79 |
| 52-week change | 24.21% | 22.75% |
| Metric | SCHD | DGRO |
|---|---|---|
| 1Y return | +24.21% | +22.75% |
| 6M return | +16.41% | +9.07% |
| 1M return | -0.75% | +2.19% |
| 1Y Sharpe ratio | 1.62 | 1.74 |
| Beta | 0.71 | 0.79 |
| Dividend yield | 3.25% | 1.96% |
| 5Y CAGR | +9.07% | +11.37% |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SCHD | DGRO |
|---|---|---|---|
| 1Y | Growth | +24.21% | +22.75% |
| CAGR | +24.23% | +22.77% | |
| Sharpe ratio | 1.62 | 1.74 | |
| Max drawdown | 4.61% | 6.47% | |
| Max daily drop | 1.84% | 1.78% | |
| Max wkly drop | 3.44% | 3.02% | |
| 5Y | Growth | +54.34% | +71.33% |
| CAGR | +9.07% | +11.37% | |
| Sharpe ratio | 0.37 | 0.53 | |
| Max drawdown | 16.84% | 19.31% | |
| Max daily drop | 5.42% | 5.48% | |
| Max wkly drop | 12.74% | 10.37% | |
| 10Y | Growth | +224.07% | +249.42% |
| CAGR | +12.49% | +13.34% | |
| Sharpe ratio | 0.52 | 0.57 | |
| Max drawdown | 33.37% | 35.10% | |
| Max daily drop | 9.95% | 11.30% | |
| Max wkly drop | 18.00% | 18.26% |
| Category | SCHD | DGRO |
|---|---|---|
| Fund name | Schwab U.S. Dividend Equity ETF | iShares Core Dividend Growth ETF |
| Type | ETF | ETF |
| Expense ratio | 0.06% | 0.08% |
| Total assets (AUM) | $94.95B | $40.46B |
| Dividend yield | 3.25% | 1.96% |
- →Strong dividend growth rate (11-13% historically) compounds income significantly over decades
- →Multi-factor quality screen reduces exposure to dividend traps and financial distress
- →0.06% expense ratio at a competitive cost for a quality-screened dividend fund
- →Broader 400+ stock diversification reduces concentration risk vs SCHD's 100 stocks
- →5-year dividend streak requirement captures earlier-stage dividend growers with more upside
- →iShares/BlackRock backing with strong institutional infrastructure
- →Excludes high-yield sectors like utilities and REITs due to quality screens
- →Concentrated in 100 stocks versus DGRO's broader 400+ holdings
- →Sector concentration in financials and consumer staples may underperform in growth markets
- →0.08% expense ratio is slightly higher than SCHD's 0.06%
- →Lower current yield than SCHD due to different screening methodology
- →5-year streak requirement means portfolio includes companies earlier in their dividend growth journey
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