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Head to head · real data

SCHD vs DGRO

Schwab U.s. Dividend Equity ETF vs Ishares Core Dividend Growth ETF

Over their shared history — 2014-06 to 2026-09, about 12 years — SCHD returned 11.87% a year versus 12.35% for DGRO, with worst peak-to-trough falls of -21.54% and -21.92% respectively (dividends reinvested). Past performance doesn't predict future results.

SCHD DGROBoth re-based to 100 at 2014-06, the start of their shared window
Metric · shared window 2014-06 – 2026-09SCHDDGRO
CAGR (annualized return)11.87%12.35%
Volatility (annualized)14.38%13.45%
Worst drawdown-21.54%-21.92%
Sharpe ratio0.710.79
Each fund on its own — windows differ, not directly comparable
CAGR (full own history)13.28%12.35%
Worst drawdown (full own history)-21.54%-21.92%
Data window2011-10 – 2026-092014-06 – 2026-09

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Ticker pages: SCHD · DGRO

Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

SCHD vs DGRO: returns, risk & which held up better · Informed Portfolio