Compare · 2 funds side by side · dividends reinvested

CRDT and DGRO

CRDTSimplify×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

CRDT 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%$45.1B1.1

Simplify Opportunistic Income ETFIncome · Dividend stocks0.97%6.48%−7.0%−5.8%+0.7%[…]−15.6%11.2%$26M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CRDT 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Opportunistic Income ETF · $26M[…]

CRDT

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CRDTMeasureDGRO

−7.0%Year to dateJan 1 → Nov 3+18.0%

−5.8%1 yearTotal return+21.0%

+0.7%3 years · per year$10,000 became $10,197 · $18,210+22.1%

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

0.97%Expense ratio$97 · $8 a year on $10k · lower is better0.08%

6.48%Trailing 12-mo yield$648 · $185 a year on $10k1.85%

−15.6%Worst dropSmaller is better−6.5%

11.2%VolatilityLower is calmer9.5%

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

1–6DGRO wins

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

More Ways to See the Pairs

CRDT vs DGRO: Top 5 Holdings

Today

CRDT

6.3%in top 5

DGRO

in top 515.2%

CRDTStockDGRO

not top 5XOM3.3%

3.1%RITMnot top 5

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

1.1%BHRnot top 5

0.8%WWnot top 5

0.6%DXnot top 5

0.6%NLYnot top 5

Held in common0.0%

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

CRDT vs DGRO Returns, Every Period

SimplifyCRDT

−5.8%

past year

DGROiShares

+21.0%

past year

CRDTDGROFaded: behind in that period

0–3DGRO wins

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

CRDT vs DGRO

YTD

SimplifyCRDT

−7.0%

DGROiShares

+18.0%

−7.0%Year to date+18.0%

−15.6%Worst drop · 1Y−6.5%

11.2%Volatility · 1Y9.5%

6.5%Yield1.8%

$26.1MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: CRDT, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CRDT0.97%$97

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

Yields: CRDT, DGRO

6.48%highest, CRDT

FundTrailing yieldYield$10k

CRDT6.48%$648

DGRO1.85%$185

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

Income After Fees on $10,000

$551most kept, CRDT

CRDT$648 − $97 = $551

DGRO$185 − $8 = $177

KeptFee

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

Overlap: CRDT, DGRO

Today

0.0%most shared, CRDT and DGRO

CRDTDGRO

CRDT—0.0%

DGRO0.0%—

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

DGROWorst drop−6.5%9.5% vol

CRDTWorst drop−15.6%11.2% vol

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

Paid More vs Made More

YTD

CRDTDGRO

−7.0%Year to date+18.0%

6.5%Yield1.8%

−5.8%Past year+21.0%

0.97%Fee0.08%

3–1DGRO 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