Compare · 3 funds side by side · dividends reinvested

DGRO, EVPF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

DGRO, EVPF and SCHD, 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%$44.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.0

Rank among the three1st → 3rdFee, 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: DGRO 2014 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.9B$16,835

DGRO

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

DGROMeasureEVPF

+16.6%Year to dateJan 1 → Nov 6[…]

+20.3%1 yearTotal return[…]

+20.7%3 years · per year$10,000 became $17,593 · […][…]

+11.0%5 years · per year$10,000 became $16,835 · […][…]

0.08%Expense ratio$8 · $20 a year on $10k · lower is better0.20%

1.87%Trailing 12-mo yield$187 · $376 a year on $10k3.76%

−6.5%Worst dropSmaller is better[…]

10.2%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DGRO vs EVPF: Top 5 Holdings

Today

DGRO

15.0%in top 5

EVPF

in top 55.9%

DGROStockEVPF

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.5%

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

DGRO vs EVPF Returns, Every Period

iSharesDGRO

+20.3%

past year

EVPFEaton Vance

[…]

past year

Returns […]

DGROEVPFFaded: behind in that period

0–0Level

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

DGRO vs EVPF

YTD

iSharesDGRO

+16.6%

EVPFEaton Vance

[…]

+16.6%Year to date[…]

−6.5%Worst drop · 1Y[…]

10.2%Volatility · 1Y[…]

1.9%Yield3.8%

$44.9BAssets$58.2M

1–0EVPF wins

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

Cost, Income and Risk

Fees: DGRO, EVPF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

EVPF0.20%$20

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

Yields: DGRO, EVPF, SCHD

3.76%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.76%$376

SCHD3.00%$300

DGRO1.87%$187

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

Income After Fees on $10,000

$356most kept, EVPF

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

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

Overlap: DGRO, EVPF, SCHD

Today

21.3%most shared, DGRO and SCHD

DGROEVPFSCHD

DGRO—0.5%21.3%

EVPF0.5%—0.0%

SCHD21.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+31.4%

3.8%Yield3.0%

[…]Past year+37.0%

0.20%Fee0.06%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026