Compare · 2 funds side by side · dividends reinvested

DHS and DGRO

DHSWisdomTree×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,961DHS · best of the two

02 / 04

DHS and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. High Dividend FundIncome · Dividend stocks0.38%3.20%+19.8%+25.1%+21.4%+12.4%−6.3%10.7%$1.7B1.4

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DHS 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. High Dividend Fund · $1.7B$17,961

DHS

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

DHSMeasureDGRO

+19.8%Year to dateJan 1 → Nov 3+18.0%

+25.1%1 yearTotal return+21.0%

+21.4%3 years · per year$10,000 became $17,901 · $18,210+22.1%

+12.4%5 years · per year$10,000 became $17,961 · $17,027+11.2%

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

3.20%Trailing 12-mo yield$320 · $185 a year on $10k1.85%

−6.3%Worst dropSmaller is better−6.5%

10.7%VolatilityLower is calmer9.5%

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

5–3DHS wins

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

More Ways to See the Pairs

DHS vs DGRO: Top 5 Holdings

Today

DHS

21.9%in top 5

DGRO

in top 515.2%

DHSStockDGRO

5.6%ABBV3.0%

4.8%MRKnot top 5

4.2%XOM3.3%

3.9%MOnot top 5

3.5%PMnot top 5

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common22.8%

End-of-day Nov 3, 2026 · share of each fund

DHS vs DGRO Returns, Every Period

WisdomTreeDHS

+12.4%

5 years, per year

DGROiShares

+11.2%

5 years, per year

DHSDGROFaded: behind in that period

3–1DHS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DHS vs DGRO

YTD

WisdomTreeDHS

+19.8%

DGROiShares

+18.0%

+19.8%Year to date+18.0%

−6.3%Worst drop · 1Y−6.5%

10.7%Volatility · 1Y9.5%

3.2%Yield1.8%

$1.7BAssets$45.1B

3–1DHS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DHS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DHS0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DHS, DGRO

3.20%highest, DHS

FundTrailing yieldYield$10k

DHS3.20%$320

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$282most kept, DHS

DHS$320 − $38 = $282

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DHS, DGRO

Today

22.8%most shared, DHS and DGRO

DHSDGRO

DHS—22.8%

DGRO22.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%DHS, at 10.7% volatility

DGROWorst drop−6.5%9.5% vol

DHSWorst drop−6.3%10.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DHSDGRO

+19.8%Year to date+18.0%

3.2%Yield1.8%

+25.1%Past year+21.0%

0.38%Fee0.08%

3–1DHS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026