Compare · 3 funds side by side · dividends reinvested

DGRO, WCEO and CGDV

DGROiShares×WCEOHypatia Capital×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,573DGRO · best of the three

02 / 04

DGRO, WCEO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B2.3

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DGRO 2014 · WCEO 2023 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $45.1B$18,408

DGRO

WCEO

Hypatia Women CEO ETF · $14M$17,452

$10,000 three years ago, dividends reinvested · they hold 5.9% in common

DGROMeasureWCEO

+20.6%Year to dateJan 1 → Nov 4+20.9%

+24.5%1 yearTotal return+24.1%

+22.6%3 years · per year$10,000 became $18,408 · $17,452+20.4%

+11.9%5 years · per year$10,000 became $17,573 · […][…]

0.08%Expense ratio$8 · $85 a year on $10k · lower is better0.85%

1.81%Trailing 12-mo yield$181 · $53 a year on $10k0.53%

−6.5%Worst dropSmaller is better−7.3%

9.7%VolatilityLower is calmer13.8%

DGROWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs WCEO: Top 5 Holdings

Today

DGRO

14.8%in top 5

WCEO

in top 58.3%

DGROStockWCEO

3.2%XOMnot top 5

3.0%MSFTnot top 5

3.0%ABBVnot top 5

2.9%AAPLnot top 5

2.7%JNJnot top 5

not top 5SEI1.7%

not top 5KMI1.7%

not top 5MPC1.7%

not top 5INSW1.6%

not top 5CLX1.6%

Held in common5.9%

End-of-day Nov 4, 2026 · share of each fund

DGRO vs WCEO Returns, Every Period

iSharesDGRO

+24.5%

past year

WCEOHypatia Capital

+24.1%

past year

DGROWCEOFaded: behind in that period

2–1DGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DGRO vs CGDV

YTD

iSharesDGRO

+20.6%

CGDVCapital Group

+14.6%

+20.6%Year to date+14.6%

−6.5%Worst drop · 1Y−9.7%

9.7%Volatility · 1Y12.6%

1.8%Yield1.2%

$45.1BAssets$38.8B

4–0DGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, WCEO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DGRO, WCEO, CGDV

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

CGDV1.22%$122

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DGRO, WCEO, CGDV

Today

28.4%most shared, DGRO and CGDV

DGROWCEOCGDV

DGRO—5.9%28.4%

WCEO5.9%—0.7%

CGDV28.4%0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

CGDVWorst drop−9.7%12.6% vol

WCEOWorst drop−7.3%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DGROWCEO

+20.6%Year to date+20.9%

1.8%Yield0.5%

+24.5%Past year+24.1%

0.08%Fee0.85%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026