Compare · 3 funds side by side · dividends reinvested

DGRO, SPY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,099SPY · best of the three

02 / 04

DGRO, SPY 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%$44.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

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 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

DGRO

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

DGROMeasureSPY

+17.2%Year to dateJan 1 → Nov 5+8.3%

+21.2%1 yearTotal return+9.7%

+21.1%3 years · per year$10,000 became $17,770 · $18,174+22.0%

+11.1%5 years · per year$10,000 became $16,941 · $17,099+11.3%

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

1.86%Trailing 12-mo yield$186 · $103 a year on $10k1.03%

−6.5%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer13.6%

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

6–2DGRO 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 SPY: Top 5 Holdings

Today

DGRO

14.9%in top 5

SPY

in top 527.7%

DGROStockSPY

3.0%AAPL7.7%

not top 5NVDA7.3%

3.2%MSFT6.2%

not top 5AMZN3.9%

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5GOOGL2.6%

Held in common43.8%

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

DGRO vs SPY Returns, Every Period

iSharesDGRO

+11.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DGROSPYFaded: behind in that period

2–2Level

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, SPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SPY0.09%$9

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

Yields: DGRO, SPY, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DGRO1.86%$186

SPY1.03%$103

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

SPY$103 − $9 = $94

KeptFee

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

Overlap: DGRO, SPY, SCHD

Today

43.8%most shared, DGRO and SPY

DGROSPYSCHD

DGRO—43.8%21.1%

SPY43.8%—8.5%

SCHD21.1%8.5%—

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

SPYWorst drop−8.9%13.6% 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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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