Compare · 2 funds side by side · dividends reinvested

BGIG and DGRO

BGIGBahl & Gaynor×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

BGIG 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%$45.1B1.3

Bahl & Gaynor Income Growth ETFIncome · Dividend stocks0.45%1.68%+16.2%+18.3%+20.2%[…]−6.1%8.8%$2.3B1.7

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: BGIG 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Income Growth ETF · $2.3B[…]

BGIG

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

BGIGMeasureDGRO

+16.2%Year to dateJan 1 → Nov 3+18.0%

+18.3%1 yearTotal return+21.0%

+20.2%3 years · per year$10,000 became $17,358 · $18,210+22.1%

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

0.45%Expense ratio$45 · $8 a year on $10k · lower is better0.08%

1.68%Trailing 12-mo yield$168 · $185 a year on $10k1.85%

−6.1%Worst dropSmaller is better−6.5%

8.8%VolatilityLower is calmer9.5%

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

2–5DGRO wins

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

More Ways to See the Pairs

BGIG vs DGRO: Top 5 Holdings

Today

BGIG

22.3%in top 5

DGRO

in top 515.2%

BGIGStockDGRO

5.0%MSFT3.0%

4.5%UNHnot top 5

4.5%ABBV3.0%

4.3%TSMnot top 5

4.1%JNJ2.8%

not top 5XOM3.3%

not top 5AAPL3.0%

Held in common34.5%

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

BGIG vs DGRO Returns, Every Period

Bahl & GaynorBGIG

+18.3%

past year

DGROiShares

+21.0%

past year

BGIGDGROFaded: behind in that period

0–3DGRO wins

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

BGIG vs DGRO

YTD

Bahl & GaynorBGIG

+16.2%

DGROiShares

+18.0%

+16.2%Year to date+18.0%

−6.1%Worst drop · 1Y−6.5%

8.8%Volatility · 1Y9.5%

1.7%Yield1.8%

$2.3BAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: BGIG, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

BGIG0.45%$45

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

Yields: BGIG, DGRO

1.85%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.85%$185

BGIG1.68%$168

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

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

BGIG$168 − $45 = $123

KeptFee

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

Overlap: BGIG, DGRO

Today

34.5%most shared, BGIG and DGRO

BGIGDGRO

BGIG—34.5%

DGRO34.5%—

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

BGIGWorst drop−6.1%8.8% vol

DGROWorst drop−6.5%9.5% vol

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

Paid More vs Made More

YTD

DGROBGIG

+18.0%Year to date+16.2%

1.8%Yield1.7%

+21.0%Past year+18.3%

0.08%Fee0.45%

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