Compare · 2 funds side by side · dividends reinvested

DFEN and DGRO

DFENDirexion×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$28,738DFEN · best of the two

02 / 04

DFEN and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.4

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%12.34%−28.6%−25.7%+51.0%+23.5%−55.5%71.7%$254M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFEN 2017 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Aerospace & Defense Bull 3X Shares · $254M$28,738

DFEN

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

DFENMeasureDGRO

−28.6%Year to dateJan 1 → Nov 6+16.6%

−25.7%1 yearTotal return+20.3%

+51.0%3 years · per year$10,000 became $34,403 · $17,593+20.7%

+23.5%5 years · per year$10,000 became $28,738 · $16,835+11.0%

0.96%Expense ratio$96 · $8 a year on $10k · lower is better0.08%

12.34%Trailing 12-mo yield$1,234 · $187 a year on $10k1.87%

−55.5%Worst dropSmaller is better−6.5%

71.7%VolatilityLower is calmer10.2%

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

3–5DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFEN vs DGRO: Top 5 Holdings

Today

DFEN

11.9%in top 5

DGRO

in top 515.0%

DFENStockDGRO

4.6%GEnot top 5

3.6%RTXnot top 5

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

1.5%BAnot top 5

1.1%LMTnot top 5

1.1%TDGnot top 5

Held in common2.5%

End-of-day Nov 6, 2026 · share of each fund

DFEN vs DGRO Returns, Every Period

DirexionDFEN

+23.5%

5 years, per year

DGROiShares

+11.0%

5 years, per year

DFENDGROFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: DFEN vs DGRO

YTD

DirexionDFEN

−28.6%

DGROiShares

+16.6%

−28.6%Year to date+16.6%

−55.5%Worst drop · 1Y−6.5%

71.7%Volatility · 1Y10.2%

12.3%Yield1.9%

$254MAssets$44.7B

3–1DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEN, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DFEN0.96%$96

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFEN, DGRO

12.34%highest, DFEN

FundTrailing yieldYield$10k

DFEN12.34%$1,234

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,138most kept, DFEN

DFEN$1,234 − $96 = $1,138

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFEN, DGRO

Today

2.5%most shared, DFEN and DGRO

DFENDGRO

DFEN—2.5%

DGRO2.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

DFENWorst drop−55.5%71.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFENDGRO

−28.6%Year to date+16.6%

12.3%Yield1.9%

−25.7%Past year+20.3%

0.96%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026