Compare · 2 funds side by side · dividends reinvested

AGQI and DGRO

AGQIFirst Trust×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,027DGRO · best of the two

02 / 04

AGQI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.0

First Trust Active Global Quality Income ETFIncome · Dividend stocks0.85%1.72%+10.3%+12.8%[…][…]−9.2%12.3%$51M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AGQI 2015 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Global Quality Income ETF · $51M[…]

AGQI

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

AGQIMeasureDGRO

+10.3%Year to dateJan 1 → Nov 3+18.0%

+12.8%1 yearTotal return+21.0%

[…]3 years · per year$10,000 became […] · $18,210+22.1%

[…]5 years · per year$10,000 became […] · $17,027+11.2%

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

1.72%Trailing 12-mo yield$172 · $185 a year on $10k1.85%

−9.2%Worst dropSmaller is better−6.5%

12.3%VolatilityLower is calmer9.5%

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

0–6DGRO wins

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

More Ways to See the Pairs

AGQI vs DGRO: Top 5 Holdings

Today

AGQI

26.9%in top 5

DGRO

in top 515.2%

AGQIStockDGRO

6.4%EOGnot top 5

6.0%MSFT3.0%

5.4%005935.Knot top 5

4.9%2330.TWnot top 5

4.3%BACnot top 5

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common15.4%

End-of-day Nov 3, 2026 · share of each fund

AGQI vs DGRO Returns, Every Period

First TrustAGQI

+12.8%

past year

DGROiShares

+21.0%

past year

AGQIDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AGQI vs DGRO

YTD

First TrustAGQI

+10.3%

DGROiShares

+18.0%

+10.3%Year to date+18.0%

−9.2%Worst drop · 1Y−6.5%

12.3%Volatility · 1Y9.5%

1.7%Yield1.8%

$51.1MAssets$45.1B

4–0DGRO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGQI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

AGQI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AGQI, DGRO

1.85%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.85%$185

AGQI1.72%$172

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

AGQI$172 − $85 = $87

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AGQI, DGRO

Today

15.4%most shared, AGQI and DGRO

AGQIDGRO

AGQI—15.4%

DGRO15.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

DGROWorst drop−6.5%9.5% vol

AGQIWorst drop−9.2%12.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DGROAGQI

+18.0%Year to date+10.3%

1.8%Yield1.7%

+21.0%Past year+12.8%

0.08%Fee0.85%

4–0DGRO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026