Compare · 2 funds side by side · dividends reinvested

DIVY and DGRO

DIVYSound Income×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

DIVY 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

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.73%+25.7%+31.2%+15.6%+10.1%−9.0%13.7%$28M1.6

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: DIVY 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$16,164

DIVY

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

DIVYMeasureDGRO

+25.7%Year to dateJan 1 → Nov 4+20.6%

+31.2%1 yearTotal return+24.5%

+15.6%3 years · per year$10,000 became $15,446 · $18,408+22.6%

+10.1%5 years · per year$10,000 became $16,164 · $17,573+11.9%

0.45%Expense ratio$45 · $8 a year on $10k · lower is better0.08%

2.73%Trailing 12-mo yield$273 · $181 a year on $10k1.81%

−9.0%Worst dropSmaller is better−6.5%

13.7%VolatilityLower is calmer9.7%

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

3–5DGRO wins

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

More Ways to See the Pairs

DIVY vs DGRO: Top 5 Holdings

Today

DIVY

24.6%in top 5

DGRO

in top 514.8%

DIVYStockDGRO

5.8%PRGOnot top 5

5.5%OMCnot top 5

4.8%CRBGnot top 5

4.3%ESnot top 5

4.2%UPSnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common5.1%

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

DIVY vs DGRO Returns, Every Period

Sound IncomeDIVY

+10.1%

5 years, per year

DGROiShares

+11.9%

5 years, per year

DIVYDGROFaded: behind in that period

2–2Level

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

DIVY vs DGRO

YTD

Sound IncomeDIVY

+25.7%

DGROiShares

+20.6%

+25.7%Year to date+20.6%

−9.0%Worst drop · 1Y−6.5%

13.7%Volatility · 1Y9.7%

2.7%Yield1.8%

$28.4MAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: DIVY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DIVY0.45%$45

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

Yields: DIVY, DGRO

2.73%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.73%$273

DGRO1.81%$181

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

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

DGRO$181 − $8 = $173

KeptFee

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

Overlap: DIVY, DGRO

Today

5.1%most shared, DIVY and DGRO

DIVYDGRO

DIVY—5.1%

DGRO5.1%—

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

Return vs Bumpiness: 2 ETFs

+31.2%DIVY, at 13.7% volatility

DGROWorst drop−6.5%9.7% vol

DIVYWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

DIVYDGRO

+25.7%Year to date+20.6%

2.7%Yield1.8%

+31.2%Past year+24.5%

0.45%Fee0.08%

3–1DIVY 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