Key stats
About iShares Core Dividend Growth ETF
Home page
Inception date
Jun 10, 2014
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
DGRO offers a straightforward execution of a dividend growth strategy. The fund aims to find stocks that pay steadily increasing dividends by requiring a 5-year track record of increasing dividends while ensuring that the firms pay out no more than 75% of earnings. Both factors in tandem aim for sustainable growth. While mild sector bets abound, overall the fund looks pretty marketlike. The US total market space is an active battleground for a crowded space, and DGRO is placed competitively within the segment.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Electronic Technology
Health Technology
Stocks99.82%
Finance22.17%
Electronic Technology14.36%
Health Technology12.43%
Consumer Non-Durables8.81%
Technology Services8.20%
Utilities6.79%
Retail Trade5.64%
Energy Minerals4.85%
Producer Manufacturing4.39%
Consumer Services2.89%
Process Industries2.55%
Health Services1.75%
Distribution Services1.33%
Transportation1.27%
Commercial Services0.77%
Non-Energy Minerals0.65%
Consumer Durables0.48%
Industrial Services0.45%
Miscellaneous0.03%
Bonds, Cash & Other0.18%
Cash0.18%
Stock breakdown by region
North America95.63%
Europe4.37%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history