Compare · 2 funds side by side · dividends reinvested

DIVZ and DGRO

DIVZTrueShares×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,027DGRO · best of the two

02 / 04

DIVZ and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.1

Polen Dividend Income ETFIncome · Dividend stocks0.65%2.54%+6.4%+11.0%+17.6%+9.0%−7.2%9.8%$314M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: DIVZ 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Polen Dividend Income ETF · $314M$15,371

DIVZ

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 26.5% in common

DIVZMeasureDGRO

+6.4%Year to dateJan 1 → Nov 3+18.0%

+11.0%1 yearTotal return+21.0%

+17.6%3 years · per year$10,000 became $16,261 · $18,210+22.1%

+9.0%5 years · per year$10,000 became $15,371 · $17,027+11.2%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

2.54%Trailing 12-mo yield$254 · $185 a year on $10k1.85%

−7.2%Worst dropSmaller is better−6.5%

9.8%VolatilityLower is calmer9.5%

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

1–7DGRO wins

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

More Ways to See the Pairs

DIVZ vs DGRO: Top 5 Holdings

Today

DIVZ

28.0%in top 5

DGRO

in top 515.2%

DIVZStockDGRO

6.6%PMnot top 5

5.8%MPLXnot top 5

5.7%UNHnot top 5

5.2%CVXnot top 5

4.8%JNJ2.8%

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

Held in common26.5%

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

DIVZ vs DGRO Returns, Every Period

TrueSharesDIVZ

+9.0%

5 years, per year

DGROiShares

+11.2%

5 years, per year

DIVZDGROFaded: behind in that period

0–4DGRO wins

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

DIVZ vs DGRO

YTD

TrueSharesDIVZ

+6.4%

DGROiShares

+18.0%

+6.4%Year to date+18.0%

−7.2%Worst drop · 1Y−6.5%

9.8%Volatility · 1Y9.5%

2.5%Yield1.8%

$314MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: DIVZ, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DIVZ0.65%$65

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

Yields: DIVZ, DGRO

2.54%highest, DIVZ

FundTrailing yieldYield$10k

DIVZ2.54%$254

DGRO1.85%$185

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

Income After Fees on $10,000

$189most kept, DIVZ

DIVZ$254 − $65 = $189

DGRO$185 − $8 = $177

KeptFee

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

Overlap: DIVZ, DGRO

Today

26.5%most shared, DIVZ and DGRO

DIVZDGRO

DIVZ—26.5%

DGRO26.5%—

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

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

DGROWorst drop−6.5%9.5% vol

DIVZWorst drop−7.2%9.8% vol

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

Paid More vs Made More

YTD

DIVZDGRO

+6.4%Year to date+18.0%

2.5%Yield1.8%

+11.0%Past year+21.0%

0.65%Fee0.08%

3–1DGRO 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