Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Core Dividend Growth ETF (DGRO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: DGRO (3-star) is a STRONG-BUY. BUY since 64 days. Profits (8.40%). 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 23.45% | Avg. Invested days 69 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 consistent dividend growth characteristics. It focuses on stocks with a history of increasing dividends, aiming to provide a balance of capital appreciation and dividend income.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for its iShares ETF platform, known for reliability and a wide range of investment products.
Management Expertise
BlackRock's management team consists of experienced professionals with expertise in portfolio management, index tracking, and ETF operations.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities with consistent dividend growth characteristics.
Investment Approach and Strategy
Strategy: Tracks the Morningstar US Dividend Growth Index.
Composition Primarily holds stocks of U.S. companies across various sectors that have a history of growing their dividends.
Market Position
Market Share: DGRO holds a significant market share among dividend growth ETFs, although smaller than some broader dividend ETFs.
Total Net Assets (AUM): 24440000000
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 ETF landscape is competitive. DGRO distinguishes itself with its specific dividend growth focus, while VIG and SCHD offer broader dividend exposure. NOBL focuses on dividend aristocrats. DGRO's advantage lies in its consistent dividend growth requirement, but VIG's larger AUM and SCHD's value tilt are significant competitors.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers. Performance varies with market conditions and dividend growth stock performance.
Benchmark Comparison: Performance is typically compared to the Morningstar US Dividend Growth Index. Tracking error can occur due to expenses and fund management.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
DGRO exhibits good liquidity, generally with a high average trading volume, making it easy to buy or sell shares.
Bid-Ask Spread
The bid-ask spread for DGRO is typically tight, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of companies within the index significantly influence DGRO's performance. Sector performance also plays a crucial role.
Growth Trajectory
DGRO's growth is tied to the dividend growth of its underlying holdings and the overall performance of the equity market. There have been no significant strategy shifts since inception.
Moat and Competitive Advantages
Competitive Edge
DGRO's competitive advantage comes from its focus on dividend growth, which appeals to investors seeking income and capital appreciation. The low expense ratio also attracts cost-conscious investors. BlackRock's strong brand and established ETF platform contribute to its appeal. The index-tracking strategy provides transparency and reduces active management risk. These factors contribute to DGRO's attractiveness.
Risk Analysis
Volatility
DGRO's volatility generally aligns with the broader equity market, although its dividend focus may provide some downside protection.
Market Risk
DGRO is subject to market risk, sector-specific risks, and the risk that companies may reduce or eliminate their dividends, impacting fund income.
Investor Profile
Ideal Investor Profile
DGRO is suitable for investors seeking a combination of capital appreciation and dividend income with a focus on dividend growth.
Market Risk
DGRO is best suited for long-term investors and passive index followers who value dividend growth stocks.
Summary
The iShares Core Dividend Growth ETF (DGRO) provides exposure to U.S. companies with a history of dividend growth, making it a suitable choice for investors seeking income and capital appreciation. Its low expense ratio and index-tracking approach offer cost-effectiveness and transparency. However, investors should be aware of market risks and potential dividend cuts. DGRO offers a balanced investment option for those focused on consistent dividend growth within their portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.