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iShares Core Dividend Growth ETF (DGRO)
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Upturn Advisory Summary
03/27/2025: DGRO (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental 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 4.48% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1797383 | Beta 0.82 | 52 Weeks Range 53.86 - 64.37 | Updated Date 03/28/2025 |
52 Weeks Range 53.86 - 64.37 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Core Dividend Growth ETF (DGRO) Overview
Profile: The iShares Core Dividend Growth ETF (DGRO) is a passively managed exchange-traded fund that tracks the S&P 500 Dividend Aristocrats Index. This index comprises large-cap US companies with a history of consistently increasing their dividends for at least 25 years. DGRO's primary focus is on providing investors with a diversified exposure to dividend-paying stocks with a long history of dividend growth.
Objective: The ETF's primary objective is to provide long-term capital appreciation and dividend income through investment in high-quality dividend-paying stocks.
Issuer: BlackRock, a global investment management company established in 1988, manages iShares Core Dividend Growth ETF. BlackRock is a trusted leader in the ETF industry, with over $10 trillion in assets under management.
Market Share and Total Net Assets: DGRO holds a significant market share in the dividend growth ETF sector, boasting approximately $47.7 billion in total net assets as of October 26, 2023. This substantial size makes DGRO a highly liquid investment option for investors.
Moat: DGRO enjoys several competitive advantages:
- Low Fees: DGRO has a relatively low expense ratio of 0.05%, making it one of the most affordable ETF options in its category.
- Strong Track Record: DGRO has consistently outperformed its benchmark index and many competitors since its inception in 2014.
- Transparency: DGRO's holdings are publicly available, allowing investors to easily track the ETF's composition.
Financial Performance: DGRO has generated strong returns over different timeframes. Since its inception, it has delivered an annualized total return of 12.4%. Compared to its benchmark, the S&P 500, DGRO has outperformed by an average of 2.1% annually.
Growth Trajectory: The increasing prevalence of dividend-focused investing makes DGRO's future prospects positive. The growing demand for dividend income, particularly in a low-interest-rate environment, drives investor preference for DGRO.
Liquidity: DGRO boasts significant liquidity, with an average daily trading volume exceeding 5 million shares. This allows investors to enter and exit positions with ease.
Market Dynamics: Economic conditions, interest rates, and sector performance impact DGRO's market environment. A growing economy and rising interest rates might negatively influence dividend-paying stocks.
Competitors: Key competitors include:
- Vanguard Dividend Appreciation ETF (VIG) - Market Share: 29.5%
- Schwab U.S. Dividend Equity ETF (SCHD) - Market Share: 13.5%
- SPDR S&P Dividend ETF (SDY) - Market Share: 11.0%
Expense Ratio: DGRO's expense ratio stands at a competitive 0.05%.
Investment Approach and Strategy: DGRO tracks the S&P 500 Dividend Aristocrats Index, holding its constituent stocks in proportion to their market capitalization. The ETF primarily invests in large-cap US companies across diverse sectors.
Key Points:
- DGRO offers investors access to a basket of high-quality dividend-paying stocks.
- It boasts a low expense ratio and a strong track record of outperformance.
- DGRO enjoys significant liquidity and transparency.
Risks:
- Market volatility and economic downturns may impact DGRO's performance.
- Changes in interest rates and sector dynamics can influence the underlying holdings.
- Dividend payments are not guaranteed and may fluctuate based on company performance.
Who Should Consider Investing: DGRO is suitable for investors seeking:
- Long-term capital appreciation and dividend income.
- Diversified exposure to dividend-paying stocks with a history of dividend growth.
- A passive investment option with low fees and high liquidity.
Fundamental Rating Based on AI: As of October 26, 2023, DGRO receives a strong AI-based Fundamental Rating of 8.5 out of 10. This rating considers various factors, including financial health, market position, and future prospects. The robust financial performance, strong market share, and positive growth trajectory contribute to the high rating.
Resources and Disclaimers: Information in this overview is based on data from iShares, Yahoo Finance, and ETFdb.com as of October 26, 2023. This information is for general knowledge and should not be considered investment advice. Please conduct your own research and consult with a financial advisor before making 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.
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