iShares Core Dividend Growth ETF (Morningstar US Dividend Growth) against Vanguard Dividend Appreciation ETF (S&P U.S. Dividend Growers) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| DGRO | VIG | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +11.0% | — |
| 1Y CAGR | — | +16.6% | — |
| 3Y CAGR | — | +16.1% | — |
| 5Y CAGR | — | +10.3% | — |
| 10Y CAGR | — | +13.1% | — |
| Since inception CAGR | — | +10.2% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is DGRO minus VIG. VIG since-inception measured from first available bar May 2, 2006. Since-inception spans differ — compare that row with care.
| DGRO | VIG | |
|---|---|---|
| Name | iShares Core Dividend Growth ETF | Vanguard Dividend Appreciation Index Fund ETF Shares |
| Category | Large Value | Large Blend |
| Style | Passive | Passive |
| Expense ratio | 0.08% | 0.04% |
| Assets (AUM) | $42.8B | $130.9B |
| Dividend yield | 1.89% | 1.50% |
| Avg volume (3-mo) | 1.4M | 1.1M |
| Inception | June 10, 2014 | April 21, 2006 |
| Benchmark proxy | S&P 500 | S&P 500 |
VIG costs 0.04 pp less per year — about $4.00 per $10,000 invested.
| Shared holding | DGRO | VIG | MIN |
|---|---|---|---|
| MSFTMicrosoft Corp | 3.24% | 4.33% | 3.24% |
| JPMJPMorgan Chase & Co | 3.16% | 4.06% | 3.16% |
| AAPLApple Inc | 2.86% | 4.44% | 2.86% |
| XOMExxonMobil Holdings Corp | 2.87% | 2.78% | 2.78% |
| JNJJohnson & Johnson | 3.07% | 2.66% | 2.66% |
| AVGOBroadcom Inc | 2.55% |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| 4.62% |
| 2.55% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.