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SHRYvsDGROETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) and iShares Core Dividend Growth ETF (DGRO) belong to the same industry segment: US High Dividend. SHRY's top 3 sector exposures are Financials, Information Technology and Energy. In contrast, DGRO's top sector exposures are Financials, Information Technology and Health Care. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.08% for DGRO. SHRY is up 4.76% year-to-date (YTD) with +$28K in YTD flows. DGRO performs worse with 2.71% YTD performance, and +$896M in YTD flows. Run a side-by-side ETF comparison of SHRY and DGRO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHRY vs DGRO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY DGRO | -1.35%-3.68% | +4.32%+1.67% | +4.76%+2.71% | +9.49%+18.33% | +55.12%+59.02% | +61.09%+69.47% |
| Flows | SHRY DGRO | -+$478M | +$28K+$1.23B | +$28K+$896M | -$2M+$2.71B | -$6M+$4.08B | -$14M+$9.90B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY DGRO | +10.88%+9.34% | +15.79%+14.50% | +13.28%+11.95% | +15.94%+13.87% |
| Max drawdown | SHRY DGRO | -3.28%-3.68% | -11.75%-11.18% | -15.23%-13.94% | -23.88%-19.37% |
| Max drawdown duration | SHRY DGRO | 8d28d | 37d51d | 208d208d | 717d708d |
SHRY | DGRO | |
Last sale 3/11/2026 at 1:30 PM | $43.79 | $71.29 |
| Previous close 03/11/2026 | $43.85 | $71.50 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHRY | DGRO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | DGRO | |
|---|---|---|
| Last price | $43.79 | $71.29 |
| 1D performance | -0.13% | -0.29% |
| AuM | $17.55 M | $37.77 B |
| E/R | 0.6% | 0.08% |
SHRY | DGRO | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | iShares |
| Benchmark | Bloomberg Shareholder Yield Index | Morningstar US Dividend Growth Index |
| N° of holdings | 50 | 385 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | June 10, 2014 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SHRY and DGRO ETFs performed in 2026?
As of March 10, 2026, SHRY is up 4.76% year-to-date (YTD), while DGRO has returned 2.71%. That puts SHRY better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or DGRO?
Year-to-date, the SHRY ETF saw +$28K in flows, compared to +$896M for DGRO.
Which ETF is more volatile: SHRY or DGRO?
Over the past year, SHRY had a volatility of 15.79%, while DGRO experienced 14.5%.
Which ETF is bigger: SHRY or DGRO?
As of March 10, 2026, SHRY holds $17.55 M in assets under management (AUM), while DGRO manages $37.77 B.
What sectors do the SHRY and DGRO ETFs invest in?
SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, DGRO focuses on Financials, Information Technology and Health Care.
What are the top holdings of the SHRY ETF and DGRO ETF?
SHRY top holdings include COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. DGRO holds in its top three: EXXON, JOHNSON&JOHNSON and JPMORGAN CHASE.
Which ETF is more diversified: SHRY or DGRO?
SHRY holds 50 securities with 51.26% of its assets in the top 15. DGRO has 397 securities and a top 15 weight of 34.88%.
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