DGRO was created on 2014-06-10 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 27225.03m in AUM and 408 holdings. DGRO tracks an index of US stocks that are selected by dividends", dividend growth and payout ratio", then weighted by dividend dollars.
FDLO was created on 2016-09-12 by Fidelity. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1178.99m in AUM and 129 holdings. FDLO tracks an index of large- and mid-cap US stocks selected for low volatility of returns and earnings.
Key Details
Jun 10, 2014
Sep 12, 2016
Equity
Equity
Total Market
Large Cap
The stocks that are correlated to DGRO - iShares Core Dividend Growth ETF are ITW, PFG, MET, BN, BLK
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
82.37% | $66.54B | -11.98% | 2.61% | |
81.35% | $16.19B | -10.33% | 4.06% | |
M METMetLife, Inc. | 80.97% | $48.44B | +0.18% | 3.08% |
80.74% | $70.33B | +18.15% | 0.70% | |
B BLKBlackRock, Inc. | 79.22% | $133.13B | +9.27% | 2.41% |
S SEICSEI Investments Co. | 78.76% | $9.02B | +3.20% | 1.34% |
78.66% | $22.80B | +6.89% | 3.81% | |
78.50% | $9.44B | +18.27% | 0.00% | |
78.34% | $4.80B | -5.14% | 5.16% | |
I ITTITT, Inc. | 78.27% | $9.95B | -6.56% | 1.06% |
78.14% | $34.86B | -11.54% | 5.36% | |
77.96% | $60.22B | -1.25% | 4.21% | |
77.93% | $152.22B | +23.23% | 2.42% | |
77.86% | $2.45B | -19.63% | 8.58% | |
A AVNTAvient Corp. | 77.85% | $2.79B | -27.55% | 3.46% |
77.80% | $72.13B | +0.79% | 1.17% | |
77.55% | $173.10B | +13.15% | 1.18% | |
M MCOMoody's Corp. | 77.51% | $76.10B | +10.29% | 0.83% |
A ARCCAres Capital Corp. | 76.97% | $15.07B | - | 9.67% |
76.94% | $55.00B | +38.36% | 2.48% |
The stocks that are correlated to FDLO - Fidelity Low Volatility Factor ETF are MCO, MA, ARCC, SPGI, BN
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
M MCOMoody's Corp. | 81.06% | $76.10B | +10.29% | 0.83% |
77.62% | $455.25B | +6.63% | 0.57% | |
A ARCCAres Capital Corp. | 77.59% | $15.07B | - | 9.67% |
S SPGIS&P Global, Inc. | 77.30% | $143.66B | +8.24% | 0.81% |
77.10% | $70.33B | +18.15% | 0.70% | |
S SEICSEI Investments Co. | 77.10% | $9.02B | +3.20% | 1.34% |
B BLKBlackRock, Inc. | 76.80% | $133.13B | +9.27% | 2.41% |
76.27% | $66.54B | -11.98% | 2.61% | |
75.90% | $9.44B | +18.27% | 0.00% | |
75.85% | $1.02B | -45.79% | 0.47% | |
75.51% | $19.10B | -26.99% | 5.81% | |
75.19% | $16.19B | -10.33% | 4.06% | |
M MORNMorningstar, Inc. | 73.97% | $11.58B | -12.60% | 0.63% |
M METMetLife, Inc. | 73.74% | $48.44B | +0.18% | 3.08% |
L LINLinde Plc | 73.69% | $204.24B | -4.66% | 1.30% |
73.69% | $4.80B | -5.14% | 5.16% | |
I ITTITT, Inc. | 73.61% | $9.95B | -6.56% | 1.06% |
A AVNTAvient Corp. | 73.43% | $2.79B | -27.55% | 3.46% |
73.18% | $34.86B | -11.54% | 5.36% | |
73.07% | $2.45B | -19.63% | 8.58% |
The ETFs that are correlated to DGRO - iShares Core Dividend Growth ETF are VTV, MGV, VYM, SCHV, DLN
The ETFs that are correlated to FDLO - Fidelity Low Volatility Factor ETF are QUS, TDVG, VIG, DGRW, DLN
DGRO - iShares Core Dividend Growth ETF and FDLO - Fidelity Low Volatility Factor ETF have a 80 holding overlap. Which accounts for a 45.6% overlap.
Number of overlapping holdings
80
% of overlapping holdings
45.59%
Name | Weight in DGRO | Weight in FDLO |
---|---|---|
3.14% | 6.40% | |
3.04% | 1.71% | |
2.90% | 1.01% | |
2.71% | 6.38% | |
2.71% | 1.18% | |
2.53% | 2.30% | |
2.40% | 1.06% | |
2.27% | 1.62% | |
2.23% | 0.98% | |
2.13% | 1.11% |
SeekingAlpha
PFM: Dividend Growth ETF With High Fees And Average Result
DGROSeekingAlpha
Discover how the Invesco DJD ETF compares to popular dividend ETFs with balanced sector exposure, strong value traits, and insights on yields and...
DGROSeekingAlpha
The current high volatility environment may favor refined stock picking, enabling the identification of undervalued stocks with strong fundamentals. Click to read.
DGROSeekingAlpha
Are Value Stocks (Like Green Bananas) Ripening?
DGROSeekingAlpha
VIG's recent rebalancing impacts its holdings, yield, and dividend growth streak. Read here for a comparison with SPY, DGRO, and DGRW ETFs.
DGROSeekingAlpha
iShares Core Dividend Growth ETF focuses on dividend growth but dismisses valuation. Find out why DGRO is a Hold.
DGROSeekingAlpha
US President Donald Trump unveiled sweeping new tariffs in his âLiberation Dayâ announcement on April 2. Click to read.
FDLOSeekingAlpha
Fidelity Low Volatility Factor ETF shows resilience despite underperforming the Russell 1000. Find out why I rate FDLO as a hold.
FDLOSeekingAlpha
The Templeton Emerging Markets Income Fundâs overweight allocation to HY and IG corporate bonds was a major contributor to relative returns. Read more here.
FDLOSeekingAlpha
Templeton Sustainable Emerging Markets Bond Fund Q4 2024 Commentary
FDLOSeekingAlpha
Fidelity High Income Fund Q4 2024 Review
FDLOSeekingAlpha
Leveraged loans posted a modest, coupon-driven gain the past three months, but this was good enough to outperform both high-yield and investment-grade corporate credit.
FDLOInformation on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
We offer over 50 indexes with zero expense ratios.
Registration will take about 10 seconds