Compare · 2 funds side by side · dividends reinvested

DGRS and DGRO

DGRSWisdomTree×DGROiShares×

Versus in desk

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

02 / 04

DGRS and DGRO, 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%$46.1B1.1

WisdomTree U.S. SmallCap Quality Dividend Growth FundIncome · Dividend stocks0.38%2.06%+16.2%+19.9%+16.0%+7.0%−8.9%15.4%$391M1.9

Rank among the two1st → 2ndFee, 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: DGRS 2013 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $391M$14,030

DGRS

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DGRSMeasureDGRO

+16.2%Year to dateJan 1 → Nov 5+17.2%

+19.9%1 yearTotal return+21.2%

+16.0%3 years · per year$10,000 became $15,616 · $17,770+21.1%

+7.0%5 years · per year$10,000 became $14,030 · $16,941+11.1%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.06%Trailing 12-mo yield$206 · $186 a year on $10k1.86%

−8.9%Worst dropSmaller is better−6.5%

15.4%VolatilityLower is calmer10.2%

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

1–7DGRO wins

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

More Ways to See the Pairs

DGRS vs DGRO: Top 5 Holdings

Today

DGRS

11.1%in top 5

DGRO

in top 514.9%

DGRSStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.6%VCTRnot top 5

2.5%AVTnot top 5

2.3%AROCnot top 5

1.9%CRCnot top 5

1.8%IPARnot top 5

Held in common0.2%

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

DGRS vs DGRO Returns, Every Period

WisdomTreeDGRS

+7.0%

5 years, per year

DGROiShares

+11.1%

5 years, per year

DGRSDGROFaded: behind in that period

0–4DGRO wins

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

DGRS vs DGRO

YTD

WisdomTreeDGRS

+16.2%

DGROiShares

+17.2%

+16.2%Year to date+17.2%

−8.9%Worst drop · 1Y−6.5%

15.4%Volatility · 1Y10.2%

2.1%Yield1.9%

$391MAssets$46.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: DGRS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DGRS0.38%$38

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

Yields: DGRS, DGRO

2.06%highest, DGRS

FundTrailing yieldYield$10k

DGRS2.06%$206

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

DGRS$206 − $38 = $168

KeptFee

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

Overlap: DGRS, DGRO

Today

0.2%most shared, DGRS and DGRO

DGRSDGRO

DGRS—0.2%

DGRO0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

DGRSWorst drop−8.9%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DGRSDGRO

+16.2%Year to date+17.2%

2.1%Yield1.9%

+19.9%Past year+21.2%

0.38%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026