Compare · 3 funds side by side · dividends reinvested

DGRO, SSUS and CGDV

DGROiShares×SSUSDay Hagan×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

DGRO, SSUS and CGDV, 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%$44.9B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+10.8%+11.3%+18.2%+9.1%−9.0%14.5%$603M2.6

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 · SSUS 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,489

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

CGDVMeasureSSUS

+9.6%Year to dateJan 1 → Nov 6+10.8%

+12.9%1 yearTotal return+11.3%

+23.5%3 years · per year$10,000 became $18,840 · $16,517+18.2%

[…]5 years · per year$10,000 became […] · $15,489+9.1%

0.33%Expense ratio$33 · $77 a year on $10k · lower is better0.77%

1.27%Trailing 12-mo yield$127 · $46 a year on $10k0.46%

−9.7%Worst dropSmaller is better−9.0%

13.4%VolatilityLower is calmer14.5%

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

5–2CGDV wins

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

More Ways to See the Pairs

CGDV vs SSUS: Top 5 Holdings

Today

CGDV

23.9%in top 5

SSUS

in top 572.9%

CGDVStockSSUS

not top 5XLK31.5%

not top 5XLF11.2%

not top 5XLI10.7%

not top 5XLV10.2%

not top 5XLY9.3%

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common10.5%

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

CGDV vs SSUS Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SSUSDay Hagan

+11.3%

past year

CGDVSSUSFaded: behind in that period

2–1CGDV wins

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

CGDV vs DGRO

YTD

Capital GroupCGDV

+9.6%

DGROiShares

+16.6%

+9.6%Year to date+16.6%

−9.7%Worst drop · 1Y−6.5%

13.4%Volatility · 1Y10.2%

1.3%Yield1.9%

$39.5BAssets$44.9B

4–0DGRO wins

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

Cost, Income and Risk

Fees: DGRO, SSUS, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

SSUS0.77%$77

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

Yields: DGRO, SSUS, CGDV

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

CGDV1.27%$127

SSUS0.46%$46

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

SSUS$46 − $77 = −$31

KeptFee

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

Overlap: DGRO, SSUS, CGDV

Today

28.3%most shared, DGRO and CGDV

DGROSSUSCGDV

DGRO—5.2%28.3%

SSUS5.2%—10.5%

CGDV28.3%10.5%—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

SSUSWorst drop−9.0%14.5% vol

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

Paid More vs Made More

YTD

DGROSSUS

+16.6%Year to date+10.8%

1.9%Yield0.5%

+20.3%Past year+11.3%

0.08%Fee0.77%

4–0DGRO 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026