Compare · 3 funds side by side · dividends reinvested

DGRO, SPYM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DGRO, SPYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DGRO 2014 · SPYM 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$16,835

DGRO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 44.1% in common

DGROMeasureSPYM

+16.6%Year to dateJan 1 → Nov 6+8.8%

+20.3%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,593 · $18,082+21.8%

+11.0%5 years · per year$10,000 became $16,835 · $17,192+11.4%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

1.87%Trailing 12-mo yield$187 · $105 a year on $10k1.05%

−6.5%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer13.6%

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

5–3DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs SPYM: Top 5 Holdings

Today

DGRO

15.0%in top 5

SPYM

in top 527.8%

DGROStockSPYM

3.1%AAPL7.9%

not top 5NVDA6.9%

3.2%MSFT6.3%

not top 5AMZN4.0%

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5GOOGL2.6%

Held in common44.1%

End-of-day Nov 6, 2026 · share of each fund

DGRO vs SPYM Returns, Every Period

iSharesDGRO

+11.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DGROSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DGRO vs SCHD

YTD

iSharesDGRO

+16.6%

SCHDSchwab

+31.4%

+16.6%Year to date+31.4%

−6.5%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.7%

1.9%Yield3.0%

$44.7BAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, SPYM, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

DGRO0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DGRO, SPYM, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DGRO, SPYM, SCHD

Today

44.1%most shared, DGRO and SPYM

DGROSPYMSCHD

DGRO—44.1%21.3%

SPYM44.1%—8.7%

SCHD21.3%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026