Compare · 3 funds side by side · dividends reinvested

DLS, DGRO and JEPI

DLSWisdomTree×DGROiShares×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

DLS, DGRO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.0

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$1.0B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DLS 2006 · DGRO 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International SmallCap Dividend Fund · $1.0B$13,598

DLS

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DLSMeasureDGRO

+5.3%Year to dateJan 1 → Nov 6+16.6%

+11.6%1 yearTotal return+20.3%

+18.9%3 years · per year$10,000 became $16,824 · $17,593+20.7%

+6.3%5 years · per year$10,000 became $13,598 · $16,835+11.0%

0.58%Expense ratio$58 · $8 a year on $10k · lower is better0.08%

3.65%Trailing 12-mo yield$365 · $187 a year on $10k1.87%

−11.0%Worst dropSmaller is better−6.5%

14.3%VolatilityLower is calmer10.2%

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

1–7DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DLS vs DGRO: Top 5 Holdings

Today

DLS

2.3%in top 5

DGRO

in top 515.0%

DLSStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

0.6%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%2510.HKnot top 5

0.4%SOLB.BRnot top 5

0.4%ODL.OLnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DLS vs DGRO Returns, Every Period

WisdomTreeDLS

+6.3%

5 years, per year

DGROiShares

+11.0%

5 years, per year

DLSDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DLS vs JEPI

YTD

WisdomTreeDLS

+5.3%

JEPIJ.P. Morgan

+5.3%

+5.3%Year to date+5.3%

−11.0%Worst drop · 1Y−6.7%

14.3%Volatility · 1Y8.8%

3.6%Yield8.1%

$1.0BAssets$46.8B

3–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLS, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

DLS0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DLS, DGRO, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DLS3.65%$365

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DLS$365 − $58 = $307

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DLS, DGRO, JEPI

Today

34.3%most shared, DGRO and JEPI

DLSDGROJEPI

DLS—0.0%0.0%

DGRO0.0%—34.3%

JEPI0.0%34.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

DLSWorst drop−11.0%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+5.3%Year to date+16.6%

8.1%Yield1.9%

+8.2%Past year+20.3%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026