Compare · 3 funds side by side · dividends reinvested

DGRO, SPY and JEPI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,214SPY · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

DGRO, SPY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$46.0B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: DGRO 2014 · SPY 1993 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Dividend Growth ETF · $46.0B$17,051

DGRO

SPY

State Street SPDR S&P 500 ETF · $807B$17,214

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

DGRO

More Ways to See the Pairs

DGRO vs SPY: Top 5 Holdings

Today

DGRO

14.9%in top 5

SPY

in top 526.8%

DGROStockSPY

3.1%AAPL7.9%

not top 5NVDA6.4%

3.0%MSFT5.9%

not top 5AMZN4.0%

3.0%ABBV

Cost, Income and Risk

Fees: DGRO, SPY, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SPY0.09%$9

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DGRO, SPY, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SPY

+19.9%Year to dateJan 1 → Nov 13+11.5%

+21.1%1 yearTotal return+11.6%

+20.9%3 years · per year$10,000 became $17,660 · $17,889+21.4%

+11.3%5 years · per year$10,000 became $17,051 · $17,214+11.5%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

1.82%Trailing 12-mo yield$182 · $101 a year on $10k1.01%

−6.5%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.7%

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

6–2DGRO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

2.9%XOMnot top 5

2.8%JNJnot top 5

not top 5GOOGL2.6%

Held in common44.0%

End-of-day Nov 13, 2026 · share of each fund

DGRO vs SPY Returns, Every Period

5Y

iSharesDGRO

+11.3%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

DGROSPYFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DGRO vs JEPI

YTD

iSharesDGRO

+19.9%

JEPIJ.P. Morgan

+8.2%

+19.9%Year to date+8.2%

−6.5%Worst drop · 1Y−6.7%

10.3%Volatility · 1Y9.0%

1.8%Yield7.9%

$46.0BAssets$47.0B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

DGRO1.82%$182

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

DGRO$182 − $8 = $174

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DGRO, SPY, JEPI

Today

44.0%most shared, DGRO and SPY

DGROSPYJEPI

DGRO—44.0%34.1%

SPY44.0%—39.5%

JEPI34.1%39.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.1%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+8.2%Year to date+19.9%

7.9%Yield1.8%

+9.6%Past year+21.1%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DGRO, SPY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three