Compare · 3 funds side by side · dividends reinvested

DGRO, SECT and SCHD

DGROiShares×SECTMain Management×SCHDSchwab×

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, SECT 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%$44.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

Main Sector Rotation ETFUnsorted0.69%0.73%+5.4%+7.3%+18.9%+10.1%−10.7%15.8%$2.9B3.0

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 · SECT 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

DGRO

SECT

Main Sector Rotation ETF · $2.9B$16,179

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

DGROMeasureSECT

+17.2%Year to dateJan 1 → Nov 5+5.4%

+21.2%1 yearTotal return+7.3%

+21.1%3 years · per year$10,000 became $17,770 · $16,790+18.9%

+11.1%5 years · per year$10,000 became $16,941 · $16,179+10.1%

0.08%Expense ratio$8 · $69 a year on $10k · lower is better0.69%

1.86%Trailing 12-mo yield$186 · $73 a year on $10k0.73%

−6.5%Worst dropSmaller is better−10.7%

10.2%VolatilityLower is calmer15.8%

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

8–0DGRO wins

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 SECT: Top 5 Holdings

Today

DGRO

14.9%in top 5

SECT

in top 581.8%

DGROStockSECT

not top 5XLK38.1%

not top 5XLF17.5%

not top 5XLI11.5%

not top 5XLV8.6%

not top 5QQQM6.0%

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 common0.0%

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

DGRO vs SECT Returns, Every Period

iSharesDGRO

+11.1%

5 years, per year

SECTMain Management

+10.1%

5 years, per year

DGROSECTFaded: behind in that period

4–0DGRO wins

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

DGRO vs SCHD

YTD

iSharesDGRO

+17.2%

SCHDSchwab

+32.3%

+17.2%Year to date+32.3%

−6.5%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.7%

1.9%Yield3.0%

$44.9BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: DGRO, SECT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SECT0.69%$69

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

Yields: DGRO, SECT, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DGRO1.86%$186

SECT0.73%$73

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

SECT$73 − $69 = $4

KeptFee

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

Overlap: DGRO, SECT, SCHD

Today

21.1%most shared, DGRO and SCHD

DGROSECTSCHD

DGRO—0.0%21.1%

SECT0.0%—0.0%

SCHD21.1%0.0%—

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

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

SECTWorst drop−10.7%15.8% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+32.3%Year to date+17.2%

3.0%Yield1.9%

+38.7%Past year+21.2%

0.06%Fee0.08%

4–0SCHD wins

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