Compare · 3 funds side by side · dividends reinvested

DGRO, WCMI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

DGRO, WCMI 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%$44.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$2.1B3.0

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 · WCMI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

SCHDMeasureDGRO

+32.3%Year to dateJan 1 → Nov 5+17.2%

+38.7%1 yearTotal return+21.2%

+20.3%3 years · per year$10,000 became $17,414 · $17,770+21.1%

+10.4%5 years · per year$10,000 became $16,375 · $16,941+11.1%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.98%Trailing 12-mo yield$298 · $186 a year on $10k1.86%

−6.9%Worst dropSmaller is better−6.5%

11.7%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

SCHD vs DGRO: Top 5 Holdings

Today

SCHD

21.7%in top 5

DGRO

in top 514.9%

SCHDStockDGRO

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common21.1%

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

SCHD vs DGRO Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

DGROiShares

+11.1%

5 years, per year

SCHDDGROFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHD vs DGRO

YTD

SchwabSCHD

+32.3%

DGROiShares

+17.2%

+32.3%Year to date+17.2%

−6.9%Worst drop · 1Y−6.5%

11.7%Volatility · 1Y10.2%

3.0%Yield1.9%

$120BAssets$44.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, WCMI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

WCMI0.85%$85

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

Yields: DGRO, WCMI, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DGRO1.86%$186

WCMI0.59%$59

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

WCMI$59 − $85 = −$26

KeptFee

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

Overlap: DGRO, WCMI, SCHD

Today

21.1%most shared, DGRO and SCHD

DGROWCMISCHD

DGRO—0.4%21.1%

WCMI0.4%—0.0%

SCHD21.1%0.0%—

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

WCMIWorst drop−12.5%20.8% 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026