Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
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
10/02/2026: DGRO (5-star) is currently NOT-A-BUY. Pass it for now.
DGRO provides exposure to a diversified basket of US equities selected for their history of sustainable dividend growth. By excluding REITs and filtering for payout ratios, the ETF aims to capture companies with strong cash flows and financial discipline. Its strengths include a low expense ratio, high liquidity, and the robust institutional oversight provided by BlackRock, making it a reliable core holding for long-term portfolios. The primary risks involve exposure to general equity market volatility and the possibility of dividend stagnation during severe economic downturns. It is best suited for investors prioritizing quality and long-term dividend growth over high-yield income or speculative capital gains.
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 | Strong fit | The focus on companies with growing earnings and dividends provides a quality-growth tilt suitable for long-term investors. |
| Momentum investor | Mixed fit | DGRO is more of a quality-value strategy and may not capture high-velocity momentum moves as effectively as growth-focused indices. |
| Value investor | Strong fit | The focus on dividend sustainability naturally aligns with value characteristics and fundamental business quality. |
| Dividend/Income investor | Strong fit | It is specifically designed for investors seeking a combination of reliable income and potential dividend increases over time. |
| Low-risk investor | Strong fit | The emphasis on stable, cash-generating companies generally results in lower volatility compared to the broader equity market. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking a core portfolio holding that balances income with modest capital appreciation potential.
Suitability
DGRO is most suitable for long-term buy-and-hold investors rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While typically lower than the broader market, it remains subject to equity market fluctuations. |
| Market risk | Medium / high | The fund is fully invested in equities and will decline in value during broad market downturns. |
| Concentration | Medium | Diversification across sectors reduces risk, though some industry concentration is inherent in the index methodology. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize the impact of fees on long-term performance. |
| Liquidity | Low | High trading volume and tight spreads mean liquidity risk is minimal for individual investors. |
| Business/sector quality | Low | The screening process for sustainable earnings lowers the risk of investing in failing businesses. |
Risk Analysis
Volatility
DGRO typically exhibits lower volatility than the S&P 500, as its constituents are generally more mature and financially stable.
Market Risk
The fund is inherently exposed to equity market risk, though it mitigates this slightly through its quality-focused stock selection.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 22 | Tech stocks provide growth potential while often maintaining strong free cash flows to support dividend growth. |
| Sector | Financials | 19 | Financial companies are included for their ability to generate stable income and return capital through dividends. |
| Sector | Health Care | 16 | Health care provides defensive characteristics and consistent dividend reliability for the portfolio. |
| Sector | Industrials | 15 | Industrial firms often exhibit the maturity and operational history required to sustain long-term dividend increases. |
| Sector | Consumer Staples and Others | 28 | Broad exposure to remaining sectors ensures diversification and reduces reliance on any single industry. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 34.75% | Avg. Invested days 121 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $42.47B |
| Issuer | iShares |
| Expense Ratio | 0.08% |
| Distribution Yield | 1.87% |
| Inception | Jun 10, 2014 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.85% |
| 1 Year | +16.15% |
| 3 Year | +17.61% |
| 5 Year | +10.79% |
| 10 Year | +13.34% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 8.31% |
| 3Y Volatility | 10.42% |
| 3Y Sharpe Ratio | 1.18 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 55.74% |
| Mid Cap | 23.42% |
| Mega Cap | 15.69% |
| Small Cap | 4.77% |
| Micro Cap | 0.05% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 19.89% |
| Technology | 18.99% |
| Healthcare | 17.47% |
| Consumer Defensive | 12.35% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.61x |
| Portfolio P/B | 3.6x |
| Portfolio P/S | 2.46x |
| Holdings Turnover | 30.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Microsoft | 3.16% |
| Apple | 3.10% |
| Exxon Mobil | 3.06% |
| Johnson & Johnson | 2.90% |
| AbbVie | 2.90% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.