Compare · 3 funds side by side · dividends reinvested

CGDV, DECT and DGRO

CGDVCapital Group×DECTAllianzIM×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

CGDV, DECT and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.1

AllianzIM U.S. Equity Buffer10 Dec ETFDefined Outcome · Buffer0.74%0.00%+9.0%+12.0%+15.2%[…]−6.1%10.0%$36M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · DECT 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

DECT

AllianzIM U.S. Equity Buffer10 Dec ETF · $36M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureDECT

+12.1%Year to dateJan 1 → Nov 9+9.0%

+16.1%1 yearTotal return+12.0%

+23.7%3 years · per year$10,000 became $18,934 · $15,285+15.2%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $74 a year on $10k · lower is better0.74%

1.24%Trailing 12-mo yield$124 · $0 a year on $10k0.00%

−9.7%Worst dropSmaller is better−6.1%

13.5%VolatilityLower is calmer10.0%

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

5–2CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs DECT: Top 5 Holdings

Today

CGDV

24.2%in top 5

DECT

in top 5[…]

CGDVStockDECT

6.9%MSFTnot top 5

5.9%NVDAnot top 5

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CGDV vs DECT Returns, Every Period

Capital GroupCGDV

+16.1%

past year

DECTAllianzIM

+12.0%

past year

CGDVDECTFaded: behind in that period

3–0CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CGDV vs DGRO

YTD

Capital GroupCGDV

+12.1%

DGROiShares

+18.8%

+12.1%Year to date+18.8%

−9.7%Worst drop · 1Y−6.5%

13.5%Volatility · 1Y10.3%

1.2%Yield1.8%

$37.8BAssets$45.5B

4–0DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, DECT, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

DECT0.74%$74

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGDV, DECT, DGRO

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

CGDV1.24%$124

DECT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

DECT$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGDV, DECT, DGRO

Today

28.2%most shared, CGDV and DGRO

CGDVDECTDGRO

CGDV—[…]28.2%

DECT[…]—[…]

DGRO28.2%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

DECTWorst drop−6.1%10.0% vol

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DGROCGDV

+18.8%Year to date+12.1%

1.8%Yield1.2%

+22.9%Past year+16.1%

0.08%Fee0.33%

4–0DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026