DGRO vs SCHH

iShares Core Dividend Growth ETF vs Schwab US REIT ETF

Quick take
  • SCHH has the lower expense ratio at 0.07% vs 0.08% for DGRO.
  • SCHH pays a higher dividend yield (2.79%).

Side-by-side metrics

MetricDGROSCHH
Expense ratio
Annual fee. Lower is better.
0.08%0.07%
Dividend yield
Trailing 12-month yield.
1.95%2.79%
AUM
Assets under management — bigger funds are typically more liquid.
$41.23B$11.13B
YTD return
11.68%15.26%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.680.98
P/E ratio
23.5030.26
Last price
$76.92$23.80
Inception
Issuer
iSharesSchwab

DGRO top holdings

Top holdings · DGRO
JNJJohnson & Johnson3.12%
ABBVAbbVie Inc3.05%
JPMJPMorgan Chase & Co3.03%
AAPLApple Inc2.76%
MSFTMicrosoft Corp2.67%
XOMExxon Mobil Corp2.60%
AVGOBroadcom Inc2.55%
HDThe Home Depot Inc2.33%
PGProcter & Gamble Co2.26%
PMPhilip Morris International Inc2.08%
Sector breakdown · DGRO
Consumer Cyclical6.5%
Basic Materials2.5%
Consumer Defensive11.9%
Technology17.3%
Communication Services0.1%
Financial Services20.4%
Utilities7.3%
Industrials11.3%
Energy4.8%
Healthcare17.9%

SCHH top holdings

Top holdings · SCHH
WELLWelltower Inc10.35%
PLDPrologis Inc8.34%
SPGSimon Property Group Inc4.78%
EQIXEquinix Inc4.30%
DLRDigital Realty Trust Inc4.30%
ORealty Income Corp4.02%
AMTAmerican Tower Corp3.95%
PSAPublic Storage3.50%
VTRVentas Inc2.97%
IRMIron Mountain Inc2.64%
Sector breakdown · SCHH
Real Estate100.0%

About DGRO

DGRO (iShares Core Dividend Growth ETF) is US stocks with sustained dividend growth. Managed by iShares, the fund carries $41.2B in assets under management, an expense ratio of 0.08%, a dividend yield of 1.95%. Its largest holding is Johnson & Johnson (JNJ), which represents 3.1% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 6.5%.

About SCHH

SCHH (Schwab US REIT ETF) is US REITs at very low cost. Managed by Schwab, the fund carries $11.1B in assets under management, an expense ratio of 0.07%, a dividend yield of 2.79%. Its largest holding is Welltower Inc (WELL), which represents 10.3% of the portfolio. Real Estate is the fund's largest sector exposure at 100.0%.