VS

Correlation: 91.4%

What is DGRO?

DGRO was created on 2014-06-10 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 30155.8m in AUM and 407 holdings. DGRO tracks an index of US stocks that are selected by dividends", dividend growth and payout ratio", then weighted by dividend dollars.

What is LGLV?

LGLV was created on 2013-02-20 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. LGLV tracks an index of the least volatile large-cap US stocks.

Key Details

DGRO
LGLV
Website
www.ishares.com
us.spdrs.com
Inception Date

Jun 10, 2014

Feb 20, 2013

Asset Class

Equity

Equity

Investment Segment

Total Market

Large Cap

AUM
$27.23B
$876.11M
Dividend Yield
1.85%
2.02%
Expense Ratio
0.08%
0.12%
Return 1Y
6.48%
12.66%

Holdings

iShares Core Dividend Growth ETF - DGRO is made up of 409 holdings. SPDR SSGA US Large Cap Low Volatility Index ETF - LGLV is made up of 166 holdings.

Name
Weight
L
LINLinde Plc

1.35%

P
PEPPepsiCo, Inc.

1.28%

C
CLColgate-Palmolive Co.

1.2%

V
VMCVulcan Materials Co.

1.19%

J
JNJJohnson & Johnson

1.14%

C
CMECME Group, Inc.

1.06%

W
WMTWalmart, Inc.

1.06%

B
BRK.BBerkshire Hathaway, Inc.

1.06%

C
CTVACorteva, Inc.

1.04%

M
MCDMcDonald's Corp.

1.03%

P
PGProcter & Gamble Co.

1%

D
DUKDuke Energy Corp.

0.98%

D
DTEDTE Energy Co.

0.97%

E
EDConsolidated Edison, Inc.

0.96%

R
RSGRepublic Services, Inc.

0.95%

X
XELXcel Energy, Inc.

0.94%

B
BDXBecton, Dickinson & Co.

0.92%

U
UNHUnitedHealth Group, Inc.

0.92%

M
MMCMarsh & McLennan Cos., Inc.

0.9%

G
GDGeneral Dynamics Corp.

0.9%

E
EQREquity Residential

0.88%

W
WMWaste Management, Inc.

0.88%

W
WECWEC Energy Group, Inc.

0.88%

S
SOThe Southern Co.

0.87%

T
TRVThe Travelers Cos., Inc.

0.87%

E
EQIXEquinix, Inc.

0.86%

A
AEEAmeren Corp.

0.86%

C
CORCencora, Inc.

0.86%

P
PGRProgressive Corp.

0.85%

A
AVBAvalonBay Communities, Inc.

0.84%

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Stock Correlation

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 %
I
ITWIllinois Tool Works Inc.
81.92%$68.90B-9.42%2.58%
P
PFGPrincipal Financial Group, Inc.
80.71%$17.43B-4.92%3.85%
M
METMetLife, Inc.
80.29%$51.26B+4.63%2.97%
B
BNBrookfield Corp.
80.09%$75.61B+28.76%0.68%
B
BLKBlackRock, Inc.
78.72%$139.27B+14.47%2.33%
S
SEICSEI Investments Co.
78.65%$9.27B+5.70%1.33%
I
ITTITT, Inc.
78.48%$10.21B-3.35%1.07%
S
STTState Street Corp.
78.28%$23.76B+10.69%3.69%
B
BNTBrookfield Wealth Solutions Ltd.
77.80%$10.14B+28.86%0.00%
J
JHGJanus Henderson Group Plc
77.65%$5.23B+3.17%4.83%
G
GSThe Goldman Sachs Group, Inc.
77.43%$160.64B+28.97%2.36%
P
PRUPrudential Financial, Inc.
77.40%$36.78B-7.82%5.18%
P
PNCThe PNC Financial Services Group, Inc.
77.28%$63.41B+3.35%4.03%
A
APAMArtisan Partners Asset Management, Inc.
77.25%$2.60B-15.85%8.18%
A
AVNTAvient Corp.
77.23%$3.01B-21.16%3.39%
M
MCOMoody's Corp.
77.15%$78.90B+14.08%0.81%
P
PHParker-Hannifin Corp.
77.01%$76.76B+7.33%1.14%
A
AXPAmerican Express Co.
76.70%$183.94B+20.54%1.15%
B
BKThe Bank of New York Mellon Corp.
76.53%$56.97B+42.51%2.35%
D
DOVDover Corp.
76.23%$22.73B-4.58%1.27%

The stocks that are correlated to LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF are L, ITW, UDR, ORI, MMC

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
L
LLoews Corp.
80.39%$18.16B+15.38%0.29%
I
ITWIllinois Tool Works Inc.
78.74%$68.90B-9.42%2.58%
U
UDRUDR, Inc.
78.41%$13.60B+10.34%4.23%
O
ORIOld Republic International Corp.
77.52%$9.15B+32.36%2.95%
M
MMCMarsh & McLennan Cos., Inc.
77.45%$113.15B+14.11%1.42%
A
AVBAvalonBay Communities, Inc.
77.43%$28.53B+7.68%3.46%
M
MCOMoody's Corp.
77.04%$78.90B+14.08%0.81%
A
ADPAutomatic Data Processing, Inc.
76.38%$119.90B+19.90%2.00%
B
BRK.BBerkshire Hathaway, Inc.
76.16%$1.12T+27.45%0.00%
M
MAMastercard, Inc.
75.53%$469.92B+9.86%0.56%
E
EQREquity Residential
75.40%$25.39B+6.19%4.11%
B
BRBroadridge Financial Solutions, Inc.
75.29%$27.18B+14.11%1.52%
E
ESSEssex Property Trust, Inc.
74.90%$17.49B+11.45%3.68%
H
HIGThe Hartford Insurance Group, Inc.
74.69%$33.21B+17.18%1.71%
I
IRTIndependence Realty Trust, Inc.
74.49%$4.34B+15.21%3.45%
S
SSNCSS&C Technologies Holdings, Inc.
73.82%$19.19B+25.97%1.28%
L
LINLinde Plc
73.65%$210.90B-1.00%1.29%
M
METMetLife, Inc.
73.35%$51.26B+4.63%2.97%
P
PFGPrincipal Financial Group, Inc.
73.27%$17.43B-4.92%3.85%
A
AIZAssurant, Inc.
73.08%$9.82B+8.87%1.59%

ETF Correlation

The ETFs that are correlated to DGRO - iShares Core Dividend Growth ETF are VTV, MGV, VYM, SCHV, DLN

Name
Correlation
AUM
Expense Ratio
V
VTVVanguard Value ETF
99.02%$119.44B0.04%
M
MGVVanguard Mega Cap Value ETF
98.82%$7.93B0.07%
V
VYMVanguard High Dividend Yield Indx ETF
98.66%$52.97B0.06%
S
SCHVSchwab U.S. Large Cap Value ETF
98.60%$10.59B0.04%
D
DLNWisdomTree U.S. LargeCap Dividend Fund
98.53%$4.20B0.28%
I
IUSViShares Core S&P U.S.Value ETF
98.34%$17.94B0.04%
I
IWDiShares Russell 1000 Value ETF
98.30%$55.30B0.19%
I
IVEiShares S&P 500 Value ETF
98.26%$32.90B0.18%
S
SPYVSPDR Portfolio S&P 500 Value ETF
98.19%$22.63B0.04%
D
DTDWisdomTree U.S. Total Dividend Fund
98.17%$1.19B0.28%
V
VOOVVanguard S&P 500 Value ETF
98.13%$4.62B0.07%
V
VONVVanguard Russell 1000 Value Index ETF
98.10%$10.19B0.07%
V
VIGVanguard Dividend Appreciation FTF
98.05%$77.83B0.05%
P
PRFInvesco RAFI US 1000 ETF
97.98%$6.80B0.39%
I
IWXiShares Russell Top 200 Value ETF
97.90%$2.37B0.2%
D
DIVBiShares Core Dividend ETF
97.88%$638.33M0.05%
F
FNDXSchwab Fundamental U.S. Large Company ETF
97.52%$15.27B0.25%
R
RSPInvesco S&P 500 Equal Weight ETF
97.29%$65.79B0.2%
C
CFAVictoryShares US 500 Volatility Wtd ETF
96.96%$469.68M0.35%
N
NULVNuveen ESG Large Cap Value ETF
96.93%$1.51B0.26%

The ETFs that are correlated to LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF are SPLV, FTCS, USMV, FVD, SDY

Name
Correlation
AUM
Expense Ratio
S
SPLVInvesco S&P 500 Low Volatility ETF
96.76%$6.99B0.25%
F
FTCSTraded Fund III First Trust Capital Strength ETF
95.82%$7.86B0.54%
U
USMViShares MSCI USA Min Vol Factor ETF
95.56%$21.83B0.15%
F
FVDTraded Fund III First Trust Value Line Dividend Index Fund
95.53%$8.43B0.6%
S
SDYSPDR Dividend ETF
95.45%$18.29B0.35%
K
KNGTraded Fund IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF
95.11%$3.40B0.75%
N
NOBLProShares S&P 500 Dividend Aristocrats ETF
94.99%$10.68B0.35%
V
VOEVanguard Mid Cap Value ETF
92.20%$15.37B0.07%
N
NULVNuveen ESG Large Cap Value ETF
91.91%$1.51B0.26%
L
LVHDFranklin U.S. Low Volatility High Dividend Index ETF
91.57%$501.81M0.27%
D
DGROiShares Core Dividend Growth ETF
91.35%$27.23B0.08%
I
IWXiShares Russell Top 200 Value ETF
91.16%$2.37B0.2%
V
VTVVanguard Value ETF
91.12%$119.44B0.04%
S
SCHVSchwab U.S. Large Cap Value ETF
91.09%$10.59B0.04%
X
XMLVInvesco S&P MidCap Low Volatility ETF
91.00%$732.92M0.25%
S
SPYVSPDR Portfolio S&P 500 Value ETF
90.97%$22.63B0.04%
I
IVEiShares S&P 500 Value ETF
90.88%$32.90B0.18%
V
VOOVVanguard S&P 500 Value ETF
90.87%$4.62B0.07%
C
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF
90.85%$694.86M0.42%
M
MGVVanguard Mega Cap Value ETF
90.85%$7.93B0.07%

Holding Overlap

DGRO - iShares Core Dividend Growth ETF and LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF have a 106 holding overlap. Which accounts for a 29.6% overlap.

Number of overlapping holdings

106

% of overlapping holdings

29.56%

Name
Weight in DGRO
Weight in LGLV
M
MSFTMicrosoft Corporation
3.05%0.79%
X
XOMExxon Mobil Corp.
2.95%0.41%
J
JNJJohnson & Johnson
2.87%1.14%
U
UNHUnitedhealth Group Inc
2.32%0.92%
P
PGProcter & Gamble Co.
2.32%1.00%
C
CMECME Group Inc - Ordinary Shares - Class A
2.16%1.06%
H
HDHome Depot, Inc.
2.14%0.55%
P
PEPPepsiCo Inc
1.84%1.28%
M
MRKMerck & Co Inc
1.81%0.72%
C
CSCOCisco Systems, Inc.
1.46%0.60%

News

SeekingAlpha

The current high volatility environment may favor refined stock picking, enabling the identification of undervalued stocks with strong fundamentals. Click to read.

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Are Value Stocks (Like Green Bananas) Ripening?

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VIG's recent rebalancing impacts its holdings, yield, and dividend growth streak. Read here for a comparison with SPY, DGRO, and DGRW ETFs.

SeekingAlpha

iShares Core Dividend Growth ETF focuses on dividend growth but dismisses valuation. Find out why DGRO is a Hold.

SeekingAlpha

SCHD's Index reconstituted at the close of business Friday, resulting in 20 additions and 17 deletions. See why I rate the fund a hold.

SeekingAlpha

iShares Core Dividend Growth ETF provides steady dividend growth and a low fee of 0.08%. Find out why DGRO is a better alternative to SPY in the current market.

SeekingAlpha

US President Donald Trump unveiled sweeping new tariffs in his “Liberation Day” announcement on April 2. Click to read.

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Fidelity Low Volatility Factor ETF shows resilience despite underperforming the Russell 1000. Find out why I rate FDLO as a hold.

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The unwinding of “Trump trades,” a spike in volatility and the outperformance of European versus US equities have sparked debate about whether this is a...

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The Trump administration is into its first 100 days, with substantial policy shifts either underway or expected. Read more here.

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SPDR SSGA US Large Cap Low Volatility Index ETF invests in 162 large-cap low volatility stocks with a low expense ratio of 0.12%. Explore more details here.

SeekingAlpha

A comparison of First Trust Horizon Managed Volatility Domestic ETF's performance and fees against other low-volatility ETF options. Click for more on HUSV.

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Information 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.

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