Compare · 3 funds side by side · dividends reinvested

DGRO, MUB and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

DGRO, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DGRO 2014 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.9B$16,941

DGRO

MUB

iShares National Muni Bond ETF · $54.9B$10,414

$10,000 five years ago, dividends reinvested

DGROMeasureMUB

+17.2%Year to dateJan 1 → Nov 5+0.5%

+21.2%1 yearTotal return+0.9%

+21.1%3 years · per year$10,000 became $17,770 · $11,418+4.5%

+11.1%5 years · per year$10,000 became $16,941 · $10,414+0.8%

0.08%Expense ratio$8 · $5 a year on $10k · lower is better0.05%

1.86%Trailing 12-mo yield$186 · $327 a year on $10k3.27%

−6.5%Worst dropSmaller is better−6.3%

10.2%VolatilityLower is calmer3.7%

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

4–4Level

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

More Ways to See the Pairs

DGRO vs MUB: Top 5 Holdings

Today

DGRO

14.9%in top 5

MUB

in top 5[…]

DGROStockMUB

3.2%MSFTnot top 5

3.0%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DGRO vs MUB Returns, Every Period

iSharesDGRO

+11.1%

5 years, per year

MUBiShares

+0.8%

5 years, per year

DGROMUBFaded: behind in that period

4–0DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: DGRO vs MUB

YTD

iSharesDGRO

+17.2%

MUBiShares

+0.5%

+17.2%Year to date+0.5%

−6.5%Worst drop · 1Y−6.3%

10.2%Volatility · 1Y3.7%

1.9%Yield3.3%

$44.9BAssets$54.9B

3–1MUB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

DGRO0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DGRO, MUB, SCHD

3.27%highest, MUB

FundTrailing yieldYield$10k

MUB3.27%$327

SCHD2.98%$298

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DGRO, MUB, SCHD

Today

21.1%most shared, DGRO and SCHD

DGROMUBSCHD

DGRO—[…]21.1%

MUB[…]—[…]

SCHD21.1%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

MUBWorst drop−6.3%3.7% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MUBSCHD

+0.5%Year to date+32.3%

3.3%Yield3.0%

+0.9%Past year+38.7%

0.05%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026