Compare · 2 funds side by side · dividends reinvested

DGRO and CGDV

DGROiShares×CGDVCapital Group×

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

DGRO and CGDV, 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%$45.1B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

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: DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

DGRO

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

DGROMeasureCGDV

+18.0%Year to dateJan 1 → Nov 3+13.0%

+21.0%1 yearTotal return+16.1%

+22.1%3 years · per year$10,000 became $18,210 · $19,988+26.0%

+11.2%5 years · per year$10,000 became $17,027 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.85%Trailing 12-mo yield$185 · $123 a year on $10k1.23%

−6.5%Worst dropSmaller is better−9.7%

9.5%VolatilityLower is calmer12.6%

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

6–1DGRO wins

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

More Ways to See the Pairs

DGRO vs CGDV: Top 5 Holdings

Today

DGRO

15.2%in top 5

CGDV

in top 524.1%

DGROStockCGDV

3.0%MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

3.3%XOMnot top 5

3.0%ABBVnot top 5

3.0%AAPLnot top 5

2.8%JNJnot top 5

Held in common28.4%

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

DGRO vs CGDV Returns, Every Period

iSharesDGRO

+21.0%

past year

CGDVCapital Group

+16.1%

past year

DGROCGDVFaded: behind in that period

2–1DGRO wins

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

DGRO vs CGDV

YTD

iSharesDGRO

+18.0%

CGDVCapital Group

+13.0%

+18.0%Year to date+13.0%

−6.5%Worst drop · 1Y−9.7%

9.5%Volatility · 1Y12.6%

1.8%Yield1.2%

$45.1BAssets$38.8B

4–0DGRO wins

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

Cost, Income and Risk

Fees: DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

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

Yields: DGRO, CGDV

1.85%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.85%$185

CGDV1.23%$123

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

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

CGDV$123 − $33 = $90

KeptFee

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

Overlap: DGRO, CGDV

Today

28.4%most shared, DGRO and CGDV

DGROCGDV

DGRO—28.4%

CGDV28.4%—

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

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

DGROWorst drop−6.5%9.5% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

DGROCGDV

+18.0%Year to date+13.0%

1.8%Yield1.2%

+21.0%Past year+16.1%

0.08%Fee0.33%

4–0DGRO 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