Compare · 2 funds side by side · dividends reinvested

DDIV and DGRO

DDIVFirst Trust×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

DDIV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.0

First Trust Dorsey Wright Momentum & Dividend ETFIncome · Dividend stocks0.60%1.66%+8.3%+16.2%+21.0%+8.9%−11.3%14.9%$72M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DDIV 2014 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Dividend ETF · $72M$15,325

DDIV

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

DDIVMeasureDGRO

+8.3%Year to dateJan 1 → Nov 5+17.2%

+16.2%1 yearTotal return+21.2%

+21.0%3 years · per year$10,000 became $17,716 · $17,770+21.1%

+8.9%5 years · per year$10,000 became $15,325 · $16,941+11.1%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

1.66%Trailing 12-mo yield$166 · $186 a year on $10k1.86%

−11.3%Worst dropSmaller is better−6.5%

14.9%VolatilityLower is calmer10.2%

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

0–8DGRO wins

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

More Ways to See the Pairs

DDIV vs DGRO: Top 5 Holdings

Today

DDIV

22.3%in top 5

DGRO

in top 514.9%

DDIVStockDGRO

5.4%SPGnot top 5

4.8%CTREnot top 5

4.4%HASnot top 5

3.9%CVXnot top 5

3.9%HPQnot top 5

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common11.5%

End-of-day Nov 5, 2026 · share of each fund

DDIV vs DGRO Returns, Every Period

First TrustDDIV

+8.9%

5 years, per year

DGROiShares

+11.1%

5 years, per year

DDIVDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DDIV vs DGRO

YTD

First TrustDDIV

+8.3%

DGROiShares

+17.2%

+8.3%Year to date+17.2%

−11.3%Worst drop · 1Y−6.5%

14.9%Volatility · 1Y10.2%

1.7%Yield1.9%

$72.2MAssets$46.1B

4–0DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DDIV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DDIV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DDIV, DGRO

1.86%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.86%$186

DDIV1.66%$166

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

DDIV$166 − $60 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DDIV, DGRO

Today

11.5%most shared, DDIV and DGRO

DDIVDGRO

DDIV—11.5%

DGRO11.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

DDIVWorst drop−11.3%14.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DGRODDIV

+17.2%Year to date+8.3%

1.9%Yield1.7%

+21.2%Past year+16.2%

0.08%Fee0.60%

4–0DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026