Compare · 2 funds side by side · dividends reinvested

DES and DGRO

DESWisdomTree×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

DES 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%$45.1B1.4

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.30%+19.6%+23.4%+16.9%+7.0%−8.7%14.2%$2.1B1.6

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: DES 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$14,020

DES

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

DESMeasureDGRO

+19.6%Year to dateJan 1 → Nov 3+18.0%

+23.4%1 yearTotal return+21.0%

+16.9%3 years · per year$10,000 became $15,985 · $18,210+22.1%

+7.0%5 years · per year$10,000 became $14,020 · $17,027+11.2%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.30%Trailing 12-mo yield$230 · $185 a year on $10k1.85%

−8.7%Worst dropSmaller is better−6.5%

14.2%VolatilityLower is calmer9.5%

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

3–5DGRO wins

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

More Ways to See the Pairs

DES vs DGRO: Top 5 Holdings

Today

DES

5.5%in top 5

DGRO

in top 515.2%

DESStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common0.4%

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

DES vs DGRO Returns, Every Period

WisdomTreeDES

+7.0%

5 years, per year

DGROiShares

+11.2%

5 years, per year

DESDGROFaded: behind in that period

2–2Level

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

DES vs DGRO

YTD

WisdomTreeDES

+19.6%

DGROiShares

+18.0%

+19.6%Year to date+18.0%

−8.7%Worst drop · 1Y−6.5%

14.2%Volatility · 1Y9.5%

2.3%Yield1.8%

$2.1BAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: DES, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DES0.38%$38

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

Yields: DES, DGRO

2.30%highest, DES

FundTrailing yieldYield$10k

DES2.30%$230

DGRO1.85%$185

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

Income After Fees on $10,000

$192most kept, DES

DES$230 − $38 = $192

DGRO$185 − $8 = $177

KeptFee

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

Overlap: DES, DGRO

Today

0.4%most shared, DES and DGRO

DESDGRO

DES—0.4%

DGRO0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.4%DES, at 14.2% volatility

DGROWorst drop−6.5%9.5% vol

DESWorst drop−8.7%14.2% vol

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

Paid More vs Made More

YTD

DESDGRO

+19.6%Year to date+18.0%

2.3%Yield1.8%

+23.4%Past year+21.0%

0.38%Fee0.08%

3–1DES 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