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Is iShares Core Dividend Growth ETF (DGRO) a Strong ETF Right Now?

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The iShares Core Dividend Growth ETF (DGRO - Free Report) was launched on 06/10/2014, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

What Are Smart Beta ETFs?

Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.

Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.

On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.

This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics.

Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.

Fund Sponsor & Index

The fund is managed by Blackrock, and has been able to amass over $30.01 billion, which makes it one of the largest ETFs in the Style Box - Large Cap Value. Before fees and expenses, DGRO seeks to match the performance of the Morningstar US Dividend Growth Index.

The Morningstar US Dividend Growth Index is composed of U.S. equities with a history of consistently growing dividends.

Cost & Other Expenses

Expense ratios are an important factor in the return of an ETF and in the long-term, cheaper funds can significantly outperform their more expensive cousins, other things remaining the same.

Operating expenses on an annual basis are 0.08% for this ETF, which makes it one of the least expensive products in the space.

DGRO's 12-month trailing dividend yield is 2.26%.

Sector Exposure and Top Holdings

ETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.

Representing 20.10% of the portfolio, the fund has heaviest allocation to the Financials sector; Information Technology and Healthcare round out the top three.

When you look at individual holdings, Jpmorgan Chase & Co (JPM - Free Report) accounts for about 3.21% of the fund's total assets, followed by Exxon Mobil Corp (XOM - Free Report) and Chevron Corp (CVX - Free Report) .

DGRO's top 10 holdings account for about 26.06% of its total assets under management.

Performance and Risk

So far this year, DGRO return is roughly 0%, and it's up approximately 16.55% in the last one year (as of 01/02/2025). During this past 52-week period, the fund has traded between $53.33 and $64.94.

DGRO has a beta of 0.89 and standard deviation of 14.48% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 419 holdings, it effectively diversifies company-specific risk.

Alternatives

IShares Core Dividend Growth ETF is an excellent option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.

IShares MSCI EAFE Growth ETF (EFG - Free Report) tracks MSCI EAFE Growth Index and the Vanguard Dividend Appreciation ETF (VIG - Free Report) tracks NASDAQ US Dividend Achievers Select Index. IShares MSCI EAFE Growth ETF has $15.28 billion in assets, Vanguard Dividend Appreciation ETF has $85.67 billion. EFG has an expense ratio of 0.36% and VIG charges 0.06%.

Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value.

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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