Compare · 3 funds side by side · dividends reinvested

DGRO, IVV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

DGRO, IVV and SCHD, 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%$46.1B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.3

Rank among the three1st → 3rdFee, 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: DGRO 2014 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $46.1B$17,573

DGRO

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

DGROMeasureIVV

+20.6%Year to dateJan 1 → Nov 4+13.4%

+24.5%1 yearTotal return+13.5%

+22.6%3 years · per year$10,000 became $18,408 · $19,178+24.2%

+11.9%5 years · per year$10,000 became $17,573 · $18,118+12.6%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.81%Trailing 12-mo yield$181 · $109 a year on $10k1.09%

−6.5%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer12.9%

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

5–3DGRO wins

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

More Ways to See the Pairs

DGRO vs IVV: Top 5 Holdings

Today

DGRO

14.8%in top 5

IVV

in top 527.3%

DGROStockIVV

not top 5NVDA7.7%

2.9%AAPL7.4%

3.0%MSFT5.9%

not top 5AMZN3.8%

3.2%XOMnot top 5

3.0%ABBVnot top 5

2.7%JNJnot top 5

not top 5GOOGL2.5%

Held in common43.6%

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

DGRO vs IVV Returns, Every Period

iSharesDGRO

+11.9%

5 years, per year

IVViShares

+12.6%

5 years, per year

DGROIVVFaded: behind in that period

2–2Level

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

DGRO vs SCHD

YTD

iSharesDGRO

+20.6%

SCHDSchwab

+35.3%

+20.6%Year to date+35.3%

−6.5%Worst drop · 1Y−6.9%

9.7%Volatility · 1Y11.5%

1.8%Yield2.9%

$46.1BAssets$123B

2–2level

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

Cost, Income and Risk

Fees: DGRO, IVV, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

DGRO0.08%$8

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

Yields: DGRO, IVV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DGRO1.81%$181

IVV1.09%$109

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

IVV$109 − $3 = $106

KeptFee

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

Overlap: DGRO, IVV, SCHD

Today

43.6%most shared, DGRO and IVV

DGROIVVSCHD

DGRO—43.6%21.0%

IVV43.6%—8.4%

SCHD21.0%8.4%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+35.3%Year to date+20.6%

2.9%Yield1.8%

+41.6%Past year+24.5%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026