Compare · 2 funds side by side · dividends reinvested

DEW and DGRO

DEWWisdomTree×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,087DEW · best of the two

02 / 04

DEW and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.03%+20.1%+25.6%+23.3%+12.6%−6.3%9.7%$170M1.3

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.8

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: DEW 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $170M$18,087

DEW

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

DEWMeasureDGRO

+20.1%Year to dateJan 1 → Nov 3+18.0%

+25.6%1 yearTotal return+21.0%

+23.3%3 years · per year$10,000 became $18,749 · $18,210+22.1%

+12.6%5 years · per year$10,000 became $18,087 · $17,027+11.2%

0.58%Expense ratio$58 · $8 a year on $10k · lower is better0.08%

3.03%Trailing 12-mo yield$303 · $185 a year on $10k1.85%

−6.3%Worst dropSmaller is better−6.5%

9.7%VolatilityLower is calmer9.5%

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

6–2DEW wins

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

More Ways to See the Pairs

DEW vs DGRO: Top 5 Holdings

Today

DEW

8.2%in top 5

DGRO

in top 515.2%

DEWStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common14.2%

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

DEW vs DGRO Returns, Every Period

WisdomTreeDEW

+12.6%

5 years, per year

DGROiShares

+11.2%

5 years, per year

DEWDGROFaded: behind in that period

4–0DEW wins

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

DEW vs DGRO

YTD

WisdomTreeDEW

+20.1%

DGROiShares

+18.0%

+20.1%Year to date+18.0%

−6.3%Worst drop · 1Y−6.5%

9.7%Volatility · 1Y9.5%

3.0%Yield1.8%

$170MAssets$45.1B

3–1DEW wins

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

Cost, Income and Risk

Fees: DEW, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DEW0.58%$58

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

Yields: DEW, DGRO

3.03%highest, DEW

FundTrailing yieldYield$10k

DEW3.03%$303

DGRO1.85%$185

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

Income After Fees on $10,000

$245most kept, DEW

DEW$303 − $58 = $245

DGRO$185 − $8 = $177

KeptFee

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

Overlap: DEW, DGRO

Today

14.2%most shared, DEW and DGRO

DEWDGRO

DEW—14.2%

DGRO14.2%—

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

Return vs Bumpiness: 2 ETFs

+25.6%DEW, at 9.7% volatility

DGROWorst drop−6.5%9.5% vol

DEWWorst drop−6.3%9.7% vol

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

Paid More vs Made More

YTD

DEWDGRO

+20.1%Year to date+18.0%

3.0%Yield1.8%

+25.6%Past year+21.0%

0.58%Fee0.08%

3–1DEW 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