Compare · 2 funds side by side · dividends reinvested

DFJ and DGRO

DFJWisdomTree×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

DFJ 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%$45.1B1.3

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.49%+16.8%+25.2%+20.9%+11.2%−13.0%17.5%$435M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFJ 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $435M$17,038

DFJ

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFJMeasureDGRO

+16.8%Year to dateJan 1 → Nov 4+20.6%

+25.2%1 yearTotal return+24.5%

+20.9%3 years · per year$10,000 became $17,692 · $18,408+22.6%

+11.2%5 years · per year$10,000 became $17,038 · $17,573+11.9%

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

2.49%Trailing 12-mo yield$249 · $181 a year on $10k1.81%

−13.0%Worst dropSmaller is better−6.5%

17.5%VolatilityLower is calmer9.7%

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

2–6DGRO wins

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

More Ways to See the Pairs

DFJ vs DGRO: Top 5 Holdings

Today

DFJ

2.5%in top 5

DGRO

in top 514.8%

DFJStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

0.6%4114.Tnot top 5

0.5%1961.Tnot top 5

0.5%9076.Tnot top 5

0.5%4401.Tnot top 5

0.5%7278.Tnot top 5

Held in common0.0%

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

DFJ vs DGRO Returns, Every Period

WisdomTreeDFJ

+11.2%

5 years, per year

DGROiShares

+11.9%

5 years, per year

DFJDGROFaded: behind in that period

1–3DGRO wins

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

DFJ vs DGRO

YTD

WisdomTreeDFJ

+16.8%

DGROiShares

+20.6%

+16.8%Year to date+20.6%

−13.0%Worst drop · 1Y−6.5%

17.5%Volatility · 1Y9.7%

2.5%Yield1.8%

$435MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: DFJ, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DFJ0.58%$58

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

Yields: DFJ, DGRO

2.49%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.49%$249

DGRO1.81%$181

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

Income After Fees on $10,000

$191most kept, DFJ

DFJ$249 − $58 = $191

DGRO$181 − $8 = $173

KeptFee

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

Overlap: DFJ, DGRO

Today

0.0%most shared, DFJ and DGRO

DFJDGRO

DFJ—0.0%

DGRO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.2%DFJ, at 17.5% volatility

DGROWorst drop−6.5%9.7% vol

DFJWorst drop−13.0%17.5% vol

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

Paid More vs Made More

YTD

DFJDGRO

+16.8%Year to date+20.6%

2.5%Yield1.8%

+25.2%Past year+24.5%

0.58%Fee0.08%

2–2level

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026