Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

DGRO vs IGM: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, DGRO returned +18.8% to IGM's +21.7%; 17% of their weight is in the same names.

askIQ about this page

askIQ about DGRO and IGM

Net assets on Oct 27, 2026: $44.6bn for iShares Core Dividend Growth ETF and $11.0bn for iShares Expanded Tech Sector ETF.

At a glance
+18.8%
DGRO total return, 1 year
+21.7%
IGM total return, 1 year
0.08%
DGRO expense ratio
0.37%
IGM expense ratio

Pair scorecard

DGRO costs 0.29 points a year less; their one-year returns differ by 2.9 points; DGRO is 4.1 times larger.

DGRO vs IGM: Differences, Returns & Fees
MeasureDGROIGM
Return
Total return, 1 year+18.8%+21.7%
Drawdown
Below its high6.2%, high on Oct 6, 2026
Benchmark
What it tracksMorningstar US Dividend Growth IndexS&P North American Expanded Technology Sector Index
Cost and size
Expense ratio0.08%0.37%
Net assets, as of Oct 27, 2026$44.6bn$11.0bn
Holdings
Holdings in common17%
Top ten holdings, share of the fund27.2%56.8%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Jun 20, 2014 to Oct 23, 2026 · 644 weekly returns
DGRO IGM
Return
Total return edge IGM +321.3% +962.4%
Annualized edge IGM +12.3% +21.0%
Price return edge IGM +216.7% +897.1%
Risk
Volatility edge DGRO 15.3% 21.7%
Max drawdown edge DGRO −32.1% −40.1%
Risk-adjusted
Sharpe edge IGM 0.70 0.89
Sortino edge IGM 1.00 1.35
Calmar edge IGM 0.38 0.52
Reading

IGM returned more: +962.4% to +321.3%. DGRO swung less: 15.3% to 21.7%. DGRO fell less at its worst: −32.1% to −40.1%.

Full scorecard

9 measures, with how each is measured
Open ↓
Risk and return: DGRO vs IGM: Differences, Returns & Fees
MeasureDGROIGMEdgeHow it is measured
Return
Total return+321.3%+962.4%IGMPrice change plus distributions, reinvested.
Annualized+12.3%+21.0%IGMTotal return as a yearly rate.
Price return+216.7%+897.1%IGMPrice change alone, distributions left out.
Risk
Volatility15.3%21.7%DGROSpread of weekly returns, annualized. Lower is steadier.
Downside deviation10.7%14.4%DGROLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−32.1%−40.1%DGRODeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.700.89IGMReturn above Treasury bills per unit of volatility.
Sortino1.001.35IGMReturn above Treasury bills per unit of downside deviation.
Calmar0.380.52IGMAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 644 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

17%

By the books each fund has filed, DGRO and IGM hold 17% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

17% in common

Positions both hold · largest shared weight first DGRO IGM
MICROSOFT 3.14% 9.19%
APPLE 3.11% 9.36%
BROADCOM INC 2.55% 7.07%
CISCO SYSTEMS INC 1.49% 2.00%
INTERNATIONAL BUSINESS MACHINES CO 1.49% 1.07%
QUALCOMM 0.94% 0.90%
ACCENTURE PLC CLASS A 1.10% 0.65%
ORACLE 0.62% 1.03%
ANALOG DEVICES 0.55% 0.94%
APPLIED MATERIAL INC 0.32% 1.43%
INTUIT 0.28% 0.41%
AMPHENOL CORP CLASS A 0.26% 0.88%
Only in one fund ↓
Only in DGRO
EXXONMOBIL HOLDINGS CORP 3.24%
ABBVIE 3.00%
JOHNSON & JOHNSON 2.77%
JPMORGAN CHASE & CO 2.68%
PROCTER & GAMBLE 2.42%
PHILIP MORRIS INTERNATIONAL 2.23%
HOME DEPOT 2.03%
COCA-COLA 1.89%
Only in IGM
NVIDIA 8.28%
ALPHABET CLASS A 4.57%
META PLATFORMS CLASS A 4.27%
ADVANCED MICRO DEVICES 4.16%
MICRON TECHNOLOGY 4.07%
ALPHABET CLASS C 3.66%
INTEL CORPORATION 2.12%
PALANTIR TECHNOLOGIES CLASS A 2.08%
Check overlap with more funds →

Side by side

DGRO iShares Core Dividend Growth ETF IGM iShares Expanded Tech Sector ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Dividend Growth Tracks an index of Expanded Tech Sector
Total return, 1 year +18.8% +21.7%
Expense ratio 0.08% 0.37%
Already in the S&P 500 91.8% 91.9%
Holdings 393 295
Net assets, as of Oct 27, 2026 $44.6bn $11.0bn

DGRO and IGM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-07A6465C31

DGRO and IGM do different jobs. What does each one do in a portfolio?

  1. What each follows. DGRO follows Morningstar US Dividend Growth Index and IGM follows S&P North American Expanded Technology Sector Index.
  2. Holdings in common. 17% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 DGRO returned +18.8% and IGM +21.7% with distributions reinvested, a gap of 2.9 points.

Data as of Oct 28, 2026.

The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.

Your saved page · Privacy.

Alert

DGRO and IGM flows, by email on Sundays.

One-click unsubscribe. See Privacy.

About each fund
DGRO

DGRO tracks an index of Dividend Growth. Over the year to Oct 28, 2026 it returned +18.8% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 393 positions, with the top ten at 27.2%.

IGM

IGM tracks an index of Expanded Tech Sector. Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 56.8%. It sat 6.2% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DGRO or IGM?
In the year to Oct 28, 2026, with distributions reinvested, DGRO returned +18.8% and IGM +21.7%.
Which is cheaper, DGRO or IGM?
DGRO is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DGRO and IGM overlap with the S&P 500?
By their latest filed holdings, 92% of DGRO and 92% of IGM by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

ETFIQ, DGRO against IGM, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgro-vs-igm

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.