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iShares Core Dividend Growth ETF(DGRO)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DGRO
10/30/2026: DGRO (5-star) is a STRONG-BUY. BUY for 8 days. Simulated Profits (2.09%). Updated daily EoD!
DGRO is an iShares ETF that provides exposure to U.S. companies with a consistent track record of growing their dividends. By filtering for sustainable payout ratios and dividend growth, it helps investors capture a high-quality slice of the market, effectively avoiding potential yield traps. It is an excellent choice for a long-term core portfolio, offering low costs, strong liquidity, and issuer reliability. Investors should remain mindful of market and sector risks that could impact dividend sustainability. It is best suited for long-term income and growth-oriented investors looking to mitigate volatility while capturing market returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While DGRO focuses on growth, it prioritizes dividend sustainability over pure-play capital appreciation. |
| Momentum investor | Weak fit | The fund's strategy is built on long-term dividend growth rather than short-term price momentum signals. |
| Value investor | Strong fit | DGRO naturally leans toward quality and value-oriented companies that have the cash flow to support consistent payouts. |
| Dividend/Income investor | Strong fit | The primary objective of the fund is to provide exposure to companies with a proven track record of growing their dividends over time. |
| Low-risk investor | Strong fit | The focus on dividend-paying, financially stable companies tends to provide lower volatility compared to the broader equity market. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a core holding that balances moderate growth potential with reliable dividend income.
Suitability
DGRO is best suited for long-term investors or passive index followers rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it will experience price fluctuations linked to broader market sentiment. |
| Market risk | Medium / high | The fund is fully invested in equities and is subject to systemic market risks that can impact all stock holdings simultaneously. |
| Concentration | Medium | The portfolio is diversified across sectors, but it may tilt toward industries with high dividend-paying capacity. |
| Tracking/expense | Low | Low expense ratios and efficient index management ensure the fund tracks its target index closely. |
| Liquidity | Low | High trading volumes make it easy to buy and sell the ETF without significant price impact. |
| Business/sector quality | Low / none | The fund's filter mechanism specifically selects for companies with high business quality and sustainable payouts. |
Risk Analysis
Volatility
DGRO typically exhibits volatility in line with or slightly lower than the S&P 500, benefiting from the defensive nature of its quality dividend holdings.
Market Risk
The fund is subject to equity market risk; while dividend-paying stocks are often more stable, they are not immune to macroeconomic headwinds.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 20 | This sector provides exposure to companies with high growth potential and cash flow strength to support dividend payments. |
| Sector | Financials | 18 | Financial holdings contribute to the fund's yield and reflect the strength of the broader U.S. banking and insurance industries. |
| Sector | Health Care | 16 | Health care stocks offer defensive characteristics and consistent dividend growth, balancing the fund's overall volatility. |
| Sector | Industrials | 15 | Industrial companies often feature established market positions and steady cash flows that favor dividend sustainability. |
| Sector | Consumer Staples & Discretionary | 20 | These sectors provide a buffer against economic cycles through consistent consumer demand. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion of assets is held in cash to manage daily liquidity and rebalancing activities. |
Analysis of Past Performance
Type ETF | Historic Profit 51.14% | Avg. Invested days 99 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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