ITDI vs DGRO

AITDI

BDGRO

Measures won0–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,095DGRO · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common28.2%ITDI and DGRO

iShares LifePath Target Date 2065 ETF · $30MiShares Core Dividend Growth ETF · $45.7B

+20.7%3 years · per year$17,565 · $17,579+20.7%

[…]5 years · per year[…] · $17,095+11.3%

0.12%Expense ratio$12 · $8 on $10k · lower wins0.08%

1.45%12-mo yield$145 · $182 on $10k1.82%

Cards for this view

ITDI

iShares LifePath Target Date 2065

[…]

DGRO

iShares Core Dividend Growth

$17,095

MeasureITDIDGRO

Fee0.12%0.08%

Cost on $10k a year$12$8

Yield1.45%1.82%

5 years, per year[…]+11.3%

3 years, per year+20.7%+20.7%

Worst drop · 1Y−9.6%−6.5%

Volatility · 1Y14.8%10.3%

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.45%	+1.1%	+12.1%	+13.4%	+20.7%	new	−9.6%	$30M

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.45%	+1.1%	+12.1%	+13.4%	+20.7%	new	−9.6%	$30M

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