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DGRO vs SCHD: Performance & Backtest Comparison
DGRO delivered the higher return - 12.14% CAGR vs 11.50% - over 2014-07-31 → 2026-07-31.
Growth comparison
Drawdown
Annual returns
| DGRO | SCHD | |
|---|---|---|
| Name | iShares Core Dividend Growth ETF | Schwab US Dividend Equity ETF |
| CAGR | 12.14% | 11.50% |
| Total return | 299.44% | 272.59% |
| Volatility | 13.59% | 14.35% |
| Max drawdown | -21.92%Mar 2020 | -21.54%Mar 2020 |
| Sharpe | 0.77 | 0.70 |
| Sortino | 1.15 | 1.06 |
| Best year | 29.88% | 28.96% |
| Worst year | -8.48% | -5.56% |
| Final balance | $39,944 | $37,259 |
Correlation of monthly returns: 0.95. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, DGRO or SCHD?
Over 2014-07-31 to 2026-07-31, DGRO performed better: 12.14% annualized versus 11.50% for SCHD, with dividends reinvested. Past performance does not guarantee future results.
How similar are DGRO and SCHD?
Their monthly returns have a correlation of 0.95 over the common period. DGRO is iShares Core Dividend Growth ETF; SCHD is Schwab US Dividend Equity ETF.
Which is riskier, DGRO or SCHD?
Over the common period DGRO had 13.59% annualized volatility and a -21.92% max drawdown, versus 14.35% and -21.54% for SCHD.