Which returned more over the last year, DGRO or IJR?

In the year to Oct 28, 2026, with distributions reinvested, DGRO returned +18.8% and IJR +17.5%.

Which is cheaper, DGRO or IJR?

IJR is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DGRO and IJR overlap with the S&P 500?

By their latest filed holdings, 92% of DGRO and 0% of IJR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DGRO vs IJR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DGRO returned +18.8% to IJR's +17.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $44.6bn for iShares Core Dividend Growth ETF and $104.6bn for iShares Core S&P Small-Cap ETF.

DGRO on its own →IJR on its own →

At a glance

+18.8%

DGRO total return, 1 year

+17.5%

IJR total return, 1 year

0.08%

DGRO expense ratio

0.06%

IJR expense ratio

Pair scorecard

IJR costs 0.02 points a year less; their one-year returns differ by 1.3 points; IJR is 2.3 times larger.

DGRO vs IJR: Differences, Returns & Fees
Measure	DGRO	IJR
Return
Measure	DGRO	IJR
Total return, 1 year	+18.8%	+17.5%
Drawdown
Measure	DGRO	IJR
Below its high		6.8%, high on Aug 14, 2026
Benchmark
Measure	DGRO	IJR
What it tracks	Morningstar US Dividend Growth Index	S&P SmallCap 600
Cost and size
Measure	DGRO	IJR
Expense ratio	0.08%	0.06%
Net assets, as of Oct 27, 2026	$44.6bn	$104.6bn
Holdings
Measure	DGRO	IJR
Holdings in common	1%
Top ten holdings, share of the fund	27.2%	5.3%

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

Risk and return

Jun 20, 2014 to Oct 23, 2026 · 644 weekly returns

DGRO IJR

Return

Total return edge DGRO +321.3% +197.1%

Annualized edge DGRO +12.3% +9.2%

Price return edge DGRO +216.7% +147.4%

Risk

Volatility edge DGRO 15.3% 21.6%

Max drawdown edge DGRO −32.1% −43.6%

Risk-adjusted

Sharpe edge DGRO 0.70 0.42

Sortino edge DGRO 1.00 0.61

Calmar edge DGRO 0.38 0.21

Reading

DGRO returned more: +321.3% to +197.1%. DGRO swung less: 15.3% to 21.6%. DGRO fell less at its worst: −32.1% to −43.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: DGRO vs IJR: Differences, Returns & Fees
Measure	DGRO	IJR	Edge	How it is measured
Return
Total return	+321.3%	+197.1%	DGRO	Price change plus distributions, reinvested.
Annualized	+12.3%	+9.2%	DGRO	Total return as a yearly rate.
Price return	+216.7%	+147.4%	DGRO	Price change alone, distributions left out.
Risk
Volatility	15.3%	21.6%	DGRO	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	10.7%	14.8%	DGRO	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−32.1%	−43.6%	DGRO	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.70	0.42	DGRO	Return above Treasury bills per unit of volatility.
Sortino	1.00	0.61	DGRO	Return above Treasury bills per unit of downside deviation.
Calmar	0.38	0.21	DGRO	Annualized 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

By the books each fund has filed, DGRO and IJR hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first DGRO IJR

LAMB WESTON HOLDINGS 0.05% 0.42%

MAGNOLIA OIL GAS CORP CLASS A 0.04% 0.36%

POOL 0.04% 0.40%

CALIFORNIA RESOURCES 0.03% 0.25%

JACKSON FINANCIAL CLASS A 0.03% 0.48%

KONTOOR BRANDS 0.03% 0.22%

RADIAN GROUP 0.03% 0.21%

HERC HOLDINGS 0.02% 0.27%

MARKETAXESS HOLDINGS 0.02% 0.33%

MDU RESOURCES GROUP 0.02% 0.23%

SERVISFIRST BANCSHARES INC 0.02% 0.23%

STEPSTONE GROUP CLASS A 0.02% 0.20%

Only in one fund ↓

Only in DGRO

EXXONMOBIL HOLDINGS CORP 3.24%

MICROSOFT 3.14%

APPLE 3.11%

ABBVIE 3.00%

JOHNSON & JOHNSON 2.77%

JPMORGAN CHASE & CO 2.68%

BROADCOM INC 2.55%

PROCTER & GAMBLE 2.42%

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

LIFE TIME GROUP HOLDINGS 0.48%

Check overlap with more funds →

Side by side

DGRO iShares Core Dividend Growth ETF IJR iShares Core S&P Small-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of Dividend Growth Tracks the S&P SmallCap 600

Total return, 1 year +18.8% +17.5%

Its benchmark over the same days not measured +17.6% (SPSM)

Gap to its benchmark not measured −0.1 pts vs SPSM

Expense ratio 0.08% 0.06%

Already in the S&P 500 91.8% 0.0%

Holdings 393 642

Net assets, as of Oct 27, 2026 $44.6bn $104.6bn

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

Client brief · page 1 of 2 Report BR-9376E7AEB6

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

What each follows. DGRO follows Morningstar US Dividend Growth Index and IJR follows S&P SmallCap 600.
Holdings in common. 1% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return (similar). Over 1 year to Oct 28, 2026 DGRO returned +18.8% and IJR +17.5% with distributions reinvested, a gap of 1.3 points.

Data as of Oct 28, 2026.

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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%.

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DGRO or IJR?: In the year to Oct 28, 2026, with distributions reinvested, DGRO returned +18.8% and IJR +17.5%.
Which is cheaper, DGRO or IJR?: IJR is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DGRO and IJR overlap with the S&P 500?: By their latest filed holdings, 92% of DGRO and 0% of IJR by weight is stocks the S&P 500 already holds.

Other comparisons

DGRO vs VB DGRO vs IWM DGRO vs VTWO DGRO vs IJT IJR vs VTV FDVV vs IJR IJR vs VLUE IJR vs SPYD

Where to next

DGRO on its own →IJR on its own →Hold both: look the portfolio through →Rankings →DGRO dividend history →DGRO holdings →IJR dividend history →IJR holdings →Standards and sources →

Sources and dates

DGRO and IJR filings on SEC EDGAR ↗

DGRO prospectus with the expense ratio (SEC) ↗

iShares page for DGRO ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

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

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