Compare · 2 funds side by side · dividends reinvested

DLN and DGRO

DLNWisdomTree×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,777DLN · best of the two

02 / 04

DLN 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%$45.1B1.4

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.74%+15.5%+17.8%+21.8%+12.2%−6.1%8.9%$6.4B1.6

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: DLN 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$17,777

DLN

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 63.0% in common

DLNMeasureDGRO

+15.5%Year to dateJan 1 → Nov 3+18.0%

+17.8%1 yearTotal return+21.0%

+21.8%3 years · per year$10,000 became $18,059 · $18,210+22.1%

+12.2%5 years · per year$10,000 became $17,777 · $17,027+11.2%

0.28%Expense ratio$28 · $8 a year on $10k · lower is better0.08%

1.74%Trailing 12-mo yield$174 · $185 a year on $10k1.85%

−6.1%Worst dropSmaller is better−6.5%

8.9%VolatilityLower is calmer9.5%

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

3–5DGRO wins

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

More Ways to See the Pairs

DLN vs DGRO: Top 5 Holdings

Today

DLN

16.2%in top 5

DGRO

in top 515.2%

DLNStockDGRO

4.9%MSFT3.0%

3.5%NVDAnot top 5

2.4%XOM3.3%

not top 5ABBV3.0%

2.5%AAPL3.0%

2.8%JPMnot top 5

not top 5JNJ2.8%

Held in common63.0%

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

DLN vs DGRO Returns, Every Period

WisdomTreeDLN

+12.2%

5 years, per year

DGROiShares

+11.2%

5 years, per year

DLNDGROFaded: behind in that period

1–3DGRO wins

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

DLN vs DGRO

YTD

WisdomTreeDLN

+15.5%

DGROiShares

+18.0%

+15.5%Year to date+18.0%

−6.1%Worst drop · 1Y−6.5%

8.9%Volatility · 1Y9.5%

1.7%Yield1.8%

$6.4BAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: DLN, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DLN0.28%$28

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

Yields: DLN, DGRO

1.85%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.85%$185

DLN1.74%$174

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

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

DLN$174 − $28 = $146

KeptFee

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

Overlap: DLN, DGRO

Today

63.0%most shared, DLN and DGRO

DLNDGRO

DLN—63.0%

DGRO63.0%—

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

DLNWorst drop−6.1%8.9% vol

DGROWorst drop−6.5%9.5% vol

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

Paid More vs Made More

YTD

DGRODLN

+18.0%Year to date+15.5%

1.8%Yield1.7%

+21.0%Past year+17.8%

0.08%Fee0.28%

4–0DGRO 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