Compare · 3 funds side by side · dividends reinvested

CLIX, DGRO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

CLIX, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

ProShares - Long Online/Short Stores ETFUnsorted0.65%0.48%−2.9%+1.0%+18.6%−2.4%−19.6%21.4%$6M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CLIX 2017 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Long Online/Short Stores ETF · $6M$8,839

CLIX

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested

CLIXMeasureDGRO

−2.9%Year to dateJan 1 → Nov 6+16.6%

+1.0%1 yearTotal return+20.3%

+18.6%3 years · per year$10,000 became $16,662 · $17,593+20.7%

−2.4%5 years · per year$10,000 became $8,839 · $16,835+11.0%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

0.48%Trailing 12-mo yield$48 · $187 a year on $10k1.87%

−19.6%Worst dropSmaller is better−6.5%

21.4%VolatilityLower is calmer10.2%

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

0–8DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLIX vs DGRO: Top 5 Holdings

Today

CLIX

0.0%in top 5

DGRO

in top 515.0%

CLIXStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

0.0%OZONnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CLIX vs DGRO Returns, Every Period

ProSharesCLIX

−2.4%

5 years, per year

DGROiShares

+11.0%

5 years, per year

CLIXDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CLIX vs SCHD

YTD

ProSharesCLIX

−2.9%

SCHDSchwab

+31.4%

−2.9%Year to date+31.4%

−19.6%Worst drop · 1Y−6.9%

21.4%Volatility · 1Y11.7%

0.5%Yield3.0%

$6.2MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIX, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CLIX0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLIX, DGRO, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

CLIX0.48%$48

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

CLIX$48 − $65 = −$17

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CLIX, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

CLIXDGROSCHD

CLIX—[…][…]

DGRO[…]—21.3%

SCHD[…]21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

CLIXWorst drop−19.6%21.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026