SNXFX vs. DGRO
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and iShares Core Dividend Growth ETF (DGRO).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both SNXFX and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SNXFX vs. DGRO - Performance Comparison
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SNXFX vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, SNXFX achieves a -4.19% return, which is significantly lower than DGRO's 1.60% return. Over the past 10 years, SNXFX has outperformed DGRO with an annualized return of 13.72%, while DGRO has yielded a comparatively lower 12.81% annualized return.
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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SNXFX vs. DGRO - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SNXFX vs. DGRO — Risk / Return Rank
SNXFX
DGRO
SNXFX vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and iShares Core Dividend Growth ETF (DGRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SNXFX | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.14 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.66 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.48 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.11 | 6.80 | +0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SNXFX | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.14 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.74 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.73 | -0.17 |
Correlation
The correlation between SNXFX and DGRO is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SNXFX vs. DGRO - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.52%, less than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
SNXFX vs. DGRO - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SNXFX and DGRO.
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Drawdown Indicators
| SNXFX | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -35.10% | -19.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -10.92% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -19.31% | -6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -35.10% | +0.52% |
Current DrawdownCurrent decline from peak | -6.25% | -4.70% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -3.48% | -5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.37% | +0.20% |
Volatility
SNXFX vs. DGRO - Volatility Comparison
Schwab 1000 Index Fund (SNXFX) has a higher volatility of 5.45% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that SNXFX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNXFX | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 3.57% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 7.21% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 14.47% | +4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 13.84% | +3.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 16.63% | +2.09% |