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Upturn AI SWOT - About
iShares Core Dividend Growth ETF (DGRO)
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Upturn Advisory Summary
10/20/2025: DGRO (3-star) is a STRONG-BUY. BUY since 110 days. Simulated Profits (12.70%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 28.35% | Avg. Invested days 77 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 53.81 - 64.04 | Updated Date 06/29/2025 |
52 Weeks Range 53.81 - 64.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core Dividend Growth ETF
ETF Overview
Overview
The iShares Core Dividend Growth ETF (DGRO) seeks to track the investment results of an index composed of U.S. equities with a history of sustained dividend growth.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a large and experienced team of investment professionals dedicated to managing its ETF offerings.
Investment Objective
Goal
Seeks to track the investment results of an index composed of U.S. equities with a history of sustained dividend growth.
Investment Approach and Strategy
Strategy: Tracks the Morningstar US Dividend Growth Index, which screens for companies with a history of increasing dividends but excludes the highest-yielding 10% of stocks.
Composition Primarily holds U.S. large and mid-cap stocks. Focuses on companies with a history of dividend growth.
Market Position
Market Share: DGRO has a significant market share within the dividend growth ETF category.
Total Net Assets (AUM): 26780000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
Competitive Landscape
The dividend growth ETF market is competitive, with several large players. DGRO's advantage lies in its use of the Morningstar index and its core ETF structure, which provides a low-cost option for investors seeking dividend growth. Competitors like VIG have a broader focus while SCHD concentrates on high-quality dividend stocks. DGRO's disadvantage may be its slightly less diverse holdings compared to VIG.
Financial Performance
Historical Performance: Historical performance can be found in the fund factsheet and prospectus.
Benchmark Comparison: DGRO's performance is typically compared to the Morningstar US Dividend Growth Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
DGRO generally exhibits high liquidity with substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for DGRO is usually tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
DGRO's performance is influenced by economic growth, interest rates, and dividend policies of the underlying companies. A strong economy and rising corporate profits generally support dividend growth.
Growth Trajectory
DGRO has experienced consistent growth in AUM due to investor demand for dividend growth strategies and the low-cost, core ETF structure.
Moat and Competitive Advantages
Competitive Edge
DGRO benefits from BlackRock's strong brand and distribution network. Its low expense ratio compared to actively managed dividend growth funds is a significant advantage. The Morningstar index methodology focuses on sustained dividend growth, which attracts investors seeking reliable income streams. DGRO's classification as a core ETF further enhances its appeal to cost-conscious investors.
Risk Analysis
Volatility
DGRO's volatility is generally moderate, as it invests in established, dividend-paying companies.
Market Risk
DGRO is subject to market risk, as equity values can fluctuate. Dividend cuts or suspensions by underlying companies can negatively impact performance.
Investor Profile
Ideal Investor Profile
DGRO is suitable for investors seeking a combination of capital appreciation and dividend income, with a focus on companies with a history of dividend growth.
Market Risk
DGRO is best for long-term investors seeking a passive approach to dividend growth investing.
Summary
The iShares Core Dividend Growth ETF (DGRO) offers a low-cost, passive approach to investing in dividend-growing U.S. companies. It tracks the Morningstar US Dividend Growth Index and benefits from BlackRock's strong brand. DGRO is well-suited for long-term investors seeking a combination of capital appreciation and dividend income. While subject to market risk, its focus on established dividend payers provides a relatively stable investment profile. The fund's high liquidity and tight bid-ask spread make it an efficient choice for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on available estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core Dividend Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is a subset of the Morningstar® U.S. Market IndexSM, which is a broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.