Compare · 3 funds side by side · dividends reinvested

BFOR, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

BFOR, SCHD 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%$46.1B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$244M2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: BFOR 2013 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $244M$15,209

BFOR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

BFORMeasureSCHD

+14.9%Year to dateJan 1 → Nov 5+35.3%

+19.0%1 yearTotal return+41.6%

+22.0%3 years · per year$10,000 became $18,137 · $17,908+21.4%

+10.1%5 years · per year$10,000 became $16,188 · $16,881+11.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.52%Trailing 12-mo yield$52 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

BFOR vs SCHD: Top 5 Holdings

Today

BFOR

1.9%in top 5

SCHD

in top 521.7%

BFORStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.4%CDNAnot top 5

0.4%CRCTnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.4%CROXnot top 5

Held in common5.6%

End-of-day Nov 5, 2026 · share of each fund

BFOR vs SCHD Returns, Every Period

ALPSBFOR

+10.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BFORSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BFOR vs SCHD

YTD

ALPSBFOR

+14.9%

SCHDSchwab

+35.3%

+14.9%Year to date+35.3%

−9.0%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.5%

0.5%Yield2.9%

$244MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BFOR, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

BFOR0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BFOR, SCHD, DGRO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DGRO1.81%$181

BFOR0.52%$52

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

BFOR$52 − $65 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BFOR, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

BFORSCHDDGRO

BFOR—5.6%12.3%

SCHD5.6%—21.1%

DGRO12.3%21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

BFORWorst drop−9.0%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+35.3%Year to date+20.6%

2.9%Yield1.8%

+41.6%Past year+24.5%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026