Data as of Oct 28, 2026.
DGRO vs SCHX: Differences, Returns & Fees
Over the year to Oct 28, 2026, DGRO returned +18.8% to SCHX's +13.1%; 40% of their weight is in the same names.
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Net assets: $44.6bn on Oct 27, 2026 for iShares Core Dividend Growth ETF, and $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.
Pair scorecard
SCHX costs 0.05 points a year less; their one-year returns differ by 5.7 points.
| Measure | DGRO | SCHX |
|---|---|---|
| Return | ||
| Total return, 1 year | +18.8% | +13.1% |
| Benchmark | ||
| What it tracks | Morningstar US Dividend Growth Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.08% | 0.03% |
| Net assets, DGRO as of Oct 27, 2026 and SCHX as of Aug 31, 2026 | $44.6bn | $74.2bn |
| Holdings | ||
| Holdings in common | 40% | |
| Top ten holdings, share of the fund | 27.2% | 36.0% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Jun 20, 2014 to Oct 23, 2026 · 644 weekly returnsSCHX returned more: +368.7% to +321.3%. DGRO swung slightly less: 15.3% to 16.6%. DGRO and SCHX fell about the same at their worst: −32.1% and −32.3%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DGRO | SCHX | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +321.3% | +368.7% | SCHX | Price change plus distributions, reinvested. |
| Annualized | +12.3% | +13.3% | SCHX (slight) | Total return as a yearly rate. |
| Price return | +216.7% | +281.0% | SCHX | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 15.3% | 16.6% | DGRO (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.7% | 11.6% | DGRO (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −32.1% | −32.3% | Tie | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.70 | 0.71 | Tie | Return above Treasury bills per unit of volatility. |
| Sortino | 1.00 | 1.02 | SCHX (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.38 | 0.41 | SCHX (slight) | 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 SCHX hold 40% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
40% in common
Only in one fund ↓
Side by side
DGRO and SCHX on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DGRO and SCHX do different jobs. What does each one do in a portfolio?
- What each follows. DGRO follows Morningstar US Dividend Growth Index and SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index.
- Holdings in common. 40% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 DGRO returned +18.8% and SCHX +13.1% with distributions reinvested, a gap of 5.7 points.
Data as of Oct 28, 2026.
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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%.
SCHX
SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.
Questions people ask
- Which returned more over the last year, DGRO or SCHX?
- In the year to Oct 28, 2026, with distributions reinvested, DGRO returned +18.8% and SCHX +13.1%.
- Which is cheaper, DGRO or SCHX?
- SCHX is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, DGRO against SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgro-vs-schx
ETFIQ. (Oct 28, 2026). DGRO against SCHX. Retrieved from https://etfiq.com/compare/any/dgro-vs-schx
[DGRO against SCHX (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dgro-vs-schx)
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