Compare · 2 funds side by side · dividends reinvested

BCKT and DGRO

BCKTStone Ridge×DGROiShares×

Versus in desk

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

02 / 04

BCKT and DGRO, 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%$45.1B1.4

Stone Ridge Trust - Lifex 2030 Income Bucket ETFIncome · Dividend stocks0.25%26.42%+1.0%+1.7%[…][…]−1.1%1.6%$2M1.5

Rank among the two1st → 2ndFee, 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: BCKT 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - Lifex 2030 Income Bucket ETF · $2M[…]

BCKT

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested

BCKTMeasureDGRO

+1.0%Year to dateJan 1 → Nov 4+20.6%

+1.7%1 yearTotal return+24.5%

[…]3 years · per year$10,000 became […] · $18,408+22.6%

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

0.25%Expense ratio$25 · $8 a year on $10k · lower is better0.08%

26.42%Trailing 12-mo yield$2,642 · $181 a year on $10k1.81%

−1.1%Worst dropSmaller is better−6.5%

1.6%VolatilityLower is calmer9.7%

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

3–3Level

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

More Ways to See the Pairs

BCKT vs DGRO: Top 5 Holdings

Today

BCKT

[…]in top 5

DGRO

in top 514.8%

BCKTStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common[…]

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

BCKT vs DGRO Returns, Every Period

Stone RidgeBCKT

+1.7%

past year

DGROiShares

+24.5%

past year

BCKTDGROFaded: behind in that period

0–2DGRO wins

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

BCKT vs DGRO

YTD

Stone RidgeBCKT

+1.0%

DGROiShares

+20.6%

+1.0%Year to date+20.6%

−1.1%Worst drop · 1Y−6.5%

1.6%Volatility · 1Y9.7%

26.4%Yield1.8%

$2.3MAssets$45.1B

3–1BCKT wins

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

Cost, Income and Risk

Fees: BCKT, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

BCKT0.25%$25

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

Yields: BCKT, DGRO

26.42%highest, BCKT

FundTrailing yieldYield$10k

BCKT26.42%$2,642

DGRO1.81%$181

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

Income After Fees on $10,000

$2,617most kept, BCKT

BCKT$2,642 − $25 = $2,617

DGRO$181 − $8 = $173

KeptFee

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

Overlap: BCKT, DGRO

Today

[…]holdings […]

BCKTDGRO

BCKT—[…]

DGRO[…]—

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

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

BCKTWorst drop−1.1%1.6% vol

DGROWorst drop−6.5%9.7% vol

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

Paid More vs Made More

YTD

BCKTDGRO

+1.0%Year to date+20.6%

26.4%Yield1.8%

+1.7%Past year+24.5%

0.25%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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