Compare · 2 funds side by side · dividends reinvested

CGDG and DGRO

CGDGCapital Group×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

CGDG 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%$46.1B1.1

Capital Group Dividend Growers ETFIncome · Dividend stocks0.47%2.23%+11.7%+15.0%+19.7%[…]−7.7%10.7%$5.9B1.9

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: CGDG 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Growers ETF · $5.9B[…]

CGDG

DGRO

iShares Core Dividend Growth ETF · $46.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

CGDGMeasureDGRO

+11.7%Year to dateJan 1 → Nov 4+20.6%

+15.0%1 yearTotal return+24.5%

+19.7%3 years · per year$10,000 became $17,145 · $18,408+22.6%

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

0.47%Expense ratio$47 · $8 a year on $10k · lower is better0.08%

2.23%Trailing 12-mo yield$223 · $181 a year on $10k1.81%

−7.7%Worst dropSmaller is better−6.5%

10.7%VolatilityLower is calmer9.7%

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

1–6DGRO wins

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

More Ways to See the Pairs

CGDG vs DGRO: Top 5 Holdings

Today

CGDG

16.3%in top 5

DGRO

in top 514.8%

CGDGStockDGRO

4.3%PMnot top 5

3.9%TSMnot top 5

3.6%AVGOnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

2.2%AZN.Lnot top 5

2.2%WELLnot top 5

Held in common25.2%

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

CGDG vs DGRO Returns, Every Period

Capital GroupCGDG

+15.0%

past year

DGROiShares

+24.5%

past year

CGDGDGROFaded: behind in that period

0–3DGRO wins

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

CGDG vs DGRO

YTD

Capital GroupCGDG

+11.7%

DGROiShares

+20.6%

+11.7%Year to date+20.6%

−7.7%Worst drop · 1Y−6.5%

10.7%Volatility · 1Y9.7%

2.2%Yield1.8%

$5.9BAssets$46.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: CGDG, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDG0.47%$47

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

Yields: CGDG, DGRO

2.23%highest, CGDG

FundTrailing yieldYield$10k

CGDG2.23%$223

DGRO1.81%$181

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

Income After Fees on $10,000

$176most kept, CGDG

CGDG$223 − $47 = $176

DGRO$181 − $8 = $173

KeptFee

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

Overlap: CGDG, DGRO

Today

25.2%most shared, CGDG and DGRO

CGDGDGRO

CGDG—25.2%

DGRO25.2%—

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

DGROWorst drop−6.5%9.7% vol

CGDGWorst drop−7.7%10.7% vol

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

Paid More vs Made More

YTD

CGDGDGRO

+11.7%Year to date+20.6%

2.2%Yield1.8%

+15.0%Past year+24.5%

0.47%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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026