Compare · 2 funds side by side · dividends reinvested

DIVD and DGRO

DIVDAltrius×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

DIVD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.4

Altrius Global Dividend ETFIncome · Dividend stocks0.49%2.61%+23.8%+31.3%+22.1%[…]−7.1%11.4%$26M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DIVD 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Altrius Global Dividend ETF · $26M[…]

DIVD

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

DIVDMeasureDGRO

+23.8%Year to dateJan 1 → Nov 4+20.6%

+31.3%1 yearTotal return+24.5%

+22.1%3 years · per year$10,000 became $18,221 · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

2.61%Trailing 12-mo yield$261 · $181 a year on $10k1.81%

−7.1%Worst dropSmaller is better−6.5%

11.4%VolatilityLower is calmer9.7%

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

3–4DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVD vs DGRO: Top 5 Holdings

Today

DIVD

11.9%in top 5

DGRO

in top 514.8%

DIVDStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

2.5%NXPInot top 5

2.4%AZNnot top 5

2.4%CGEMYnot top 5

2.3%RBGLYnot top 5

2.3%MURGYnot top 5

Held in common20.7%

End-of-day Nov 4, 2026 · share of each fund

DIVD vs DGRO Returns, Every Period

AltriusDIVD

+31.3%

past year

DGROiShares

+24.5%

past year

DIVDDGROFaded: behind in that period

2–1DIVD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DIVD vs DGRO

YTD

AltriusDIVD

+23.8%

DGROiShares

+20.6%

+23.8%Year to date+20.6%

−7.1%Worst drop · 1Y−6.5%

11.4%Volatility · 1Y9.7%

2.6%Yield1.8%

$26.4MAssets$45.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DIVD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DIVD, DGRO

2.61%highest, DIVD

FundTrailing yieldYield$10k

DIVD2.61%$261

DGRO1.81%$181

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$212most kept, DIVD

DIVD$261 − $49 = $212

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DIVD, DGRO

Today

20.7%most shared, DIVD and DGRO

DIVDDGRO

DIVD—20.7%

DGRO20.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.3%DIVD, at 11.4% volatility

DGROWorst drop−6.5%9.7% vol

DIVDWorst drop−7.1%11.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIVDDGRO

+23.8%Year to date+20.6%

2.6%Yield1.8%

+31.3%Past year+24.5%

0.49%Fee0.08%

3–1DIVD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026