Compare · 2 funds side by side · dividends reinvested

DLS and DGRO

DLSWisdomTree×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

DLS 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

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.58%+7.3%+12.6%+20.7%+6.7%−11.0%14.0%$1.0B1.9

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: DLS 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

DGRO

DLS

WisdomTree International SmallCap Dividend Fund · $1.0B$13,851

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

DGROMeasureDLS

+18.0%Year to dateJan 1 → Nov 3+7.3%

+21.0%1 yearTotal return+12.6%

+22.1%3 years · per year$10,000 became $18,210 · $17,595+20.7%

+11.2%5 years · per year$10,000 became $17,027 · $13,851+6.7%

0.08%Expense ratio$8 · $58 a year on $10k · lower is better0.58%

1.85%Trailing 12-mo yield$185 · $358 a year on $10k3.58%

−6.5%Worst dropSmaller is better−11.0%

9.5%VolatilityLower is calmer14.0%

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

7–1DGRO wins

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

More Ways to See the Pairs

DGRO vs DLS: Top 5 Holdings

Today

DGRO

15.2%in top 5

DLS

in top 52.3%

DGROStockDLS

3.3%XOMnot top 5

3.0%ABBVnot top 5

3.0%MSFTnot top 5

3.0%AAPLnot top 5

2.8%JNJnot top 5

not top 5DOFG.OL0.6%

not top 5NOS.LS0.5%

not top 52510.HK0.4%

not top 5SOLB.BR0.4%

not top 5ODL.OL0.4%

Held in common0.0%

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

DGRO vs DLS Returns, Every Period

iSharesDGRO

+11.2%

5 years, per year

DLSWisdomTree

+6.7%

5 years, per year

DGRODLSFaded: behind in that period

4–0DGRO wins

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

DGRO vs DLS

YTD

iSharesDGRO

+18.0%

DLSWisdomTree

+7.3%

+18.0%Year to date+7.3%

−6.5%Worst drop · 1Y−11.0%

9.5%Volatility · 1Y14.0%

1.8%Yield3.6%

$45.1BAssets$1.0B

3–1DGRO wins

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

Cost, Income and Risk

Fees: DLS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DLS0.58%$58

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

Yields: DLS, DGRO

3.58%highest, DLS

FundTrailing yieldYield$10k

DLS3.58%$358

DGRO1.85%$185

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

Income After Fees on $10,000

$300most kept, DLS

DLS$358 − $58 = $300

DGRO$185 − $8 = $177

KeptFee

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

Overlap: DLS, DGRO

Today

0.0%most shared, DLS and DGRO

DLSDGRO

DLS—0.0%

DGRO0.0%—

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

DGROWorst drop−6.5%9.5% vol

DLSWorst drop−11.0%14.0% vol

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

Paid More vs Made More

YTD

DLSDGRO

+7.3%Year to date+18.0%

3.6%Yield1.8%

+12.6%Past year+21.0%

0.58%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