Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, CGDV and VIG

DGROiShares×WCEOHypatia Capital×CGDVCapital Group×VIGVanguard×

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

02 / 04

DGRO, WCEO, CGDV and VIG, 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%$44.9B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$14M2.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B3.1

Rank among the four1st → 4thFee, 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 · WCEO 2023 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.9B$16,835

DGRO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 68.1% in common

DGROMeasureVIG

+16.6%Year to dateJan 1 → Nov 6+12.1%

+20.3%1 yearTotal return+14.3%

+20.7%3 years · per year$10,000 became $17,593 · $16,669+18.6%

+11.0%5 years · per year$10,000 became $16,835 · $16,243+10.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

1.87%Trailing 12-mo yield$187 · $150 a year on $10k1.50%

−6.5%Worst dropSmaller is better−7.9%

10.2%VolatilityLower is calmer10.8%

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

7–1DGRO 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 VIG: Top 5 Holdings

Today

DGRO

15.0%in top 5

VIG

in top 522.1%

DGROStockVIG

3.2%MSFT4.9%

3.1%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

Held in common68.1%

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

DGRO vs VIG Returns, Every Period

iSharesDGRO

+11.0%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

DGROVIGFaded: behind in that period

4–0DGRO wins

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

−6.5%Worst drop · 1Y−7.9%

10.2%Volatility · 1Y10.8%

1.9%Yield1.5%

$44.9BAssets$109B

4–0DGRO wins

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

Cost, Income and Risk

Fees: DGRO, WCEO, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CGDV0.33%$33

WCEO0.85%$85

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

Yields: DGRO, WCEO, CGDV, VIG

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

VIG1.50%$150

CGDV1.27%$127

WCEO0.55%$55

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: DGRO, WCEO, CGDV, VIG

Today

68.1%most shared, DGRO and VIG

DGROWCEOCGDVVIG

DGRO—6.0%28.3%68.1%

WCEO6.0%—0.7%4.8%

CGDV28.3%0.7%—29.4%

VIG68.1%4.8%29.4%—

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

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

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

Paid More vs Made More

YTD

DGROWCEO

+16.6%Year to date+16.7%

1.9%Yield0.5%

+20.3%Past year+20.1%

0.08%Fee0.85%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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