Compare · 2 funds side by side · dividends reinvested

CVY and DGRO

CVYInvesco×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

CVY 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

Invesco Zacks Multi-Asset Income ETFIncome · Dividend stocks1.15%3.98%+12.6%+16.3%+16.3%+8.2%−7.4%10.4%$119M1.9

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: CVY 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Zacks Multi-Asset Income ETF · $119M$14,815

CVY

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

CVYMeasureDGRO

+12.6%Year to dateJan 1 → Nov 4+20.6%

+16.3%1 yearTotal return+24.5%

+16.3%3 years · per year$10,000 became $15,714 · $18,408+22.6%

+8.2%5 years · per year$10,000 became $14,815 · $17,573+11.9%

1.15%Expense ratio$115 · $8 a year on $10k · lower is better0.08%

3.98%Trailing 12-mo yield$398 · $181 a year on $10k1.81%

−7.4%Worst dropSmaller is better−6.5%

10.4%VolatilityLower is calmer9.7%

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

1–7DGRO wins

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

More Ways to See the Pairs

CVY vs DGRO: Top 5 Holdings

Today

CVY

5.8%in top 5

DGRO

in top 514.8%

CVYStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

1.2%STNGnot top 5

1.2%HSTnot top 5

1.2%MMSnot top 5

1.1%THGnot top 5

1.1%EGnot top 5

Held in common3.5%

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

CVY vs DGRO Returns, Every Period

InvescoCVY

+8.2%

5 years, per year

DGROiShares

+11.9%

5 years, per year

CVYDGROFaded: behind in that period

0–4DGRO wins

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

CVY vs DGRO

YTD

InvescoCVY

+12.6%

DGROiShares

+20.6%

+12.6%Year to date+20.6%

−7.4%Worst drop · 1Y−6.5%

10.4%Volatility · 1Y9.7%

4.0%Yield1.8%

$119MAssets$46.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: CVY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CVY1.15%$115

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

Yields: CVY, DGRO

3.98%highest, CVY

FundTrailing yieldYield$10k

CVY3.98%$398

DGRO1.81%$181

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

Income After Fees on $10,000

$283most kept, CVY

CVY$398 − $115 = $283

DGRO$181 − $8 = $173

KeptFee

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

Overlap: CVY, DGRO

Today

3.5%most shared, CVY and DGRO

CVYDGRO

CVY—3.5%

DGRO3.5%—

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

CVYWorst drop−7.4%10.4% vol

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

Paid More vs Made More

YTD

CVYDGRO

+12.6%Year to date+20.6%

4.0%Yield1.8%

+16.3%Past year+24.5%

1.15%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