Symbols

DGRO

iShares Core Dividend Growth ETF·ARCA

--(--)

Key Stats

Assets Under Management

37.70BUSD

Fund Flow (1Y)

2.98BUSD

Dividend Yield

2.73%

Discount / Premium to NAV

-0.02%

Shares Outstanding

536.05M

Expense Ratio

0.08%

About iShares Core Dividend Growth ETF

Issuer

BlackRock Fund Advisors

Brand

iShares

Home Page

https://www.ishares.com/us/products/264623/ishares-core-dividend-growth-etf

Inception Date

Jun 10, 2014

Structure

Open-Ended Fund

Index Tracked

Morningstar US Dividend Growth Index

Management Style

Passive

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.