Compare · 3 funds side by side · dividends reinvested

DLS, SDIV and DGRO

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, SDIV and DGRO, 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%$44.7B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$1.0B2.1

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.07%−0.7%+3.3%+14.1%−0.6%−11.2%13.4%$1.1B2.5

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 · SDIV 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

DLS

SDIV

Global X - SuperDividend ETF · $1.1B$9,685

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

DLSMeasureSDIV

+5.3%Year to dateJan 1 → Nov 6−0.7%

+11.6%1 yearTotal return+3.3%

+18.9%3 years · per year$10,000 became $16,824 · $14,839+14.1%

+6.3%5 years · per year$10,000 became $13,598 · $9,685−0.6%

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

3.65%Trailing 12-mo yield$365 · $1,007 a year on $10k10.07%

−11.0%Worst dropSmaller is better−11.2%

14.3%VolatilityLower is calmer13.4%

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

5–2DLS 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 SDIV: Top 5 Holdings

Today

DLS

2.3%in top 5

SDIV

in top 59.0%

DLSStockSDIV

not top 5TFG-R.BK2.0%

not top 5RHI1.9%

not top 5HAUTO.OL1.8%

not top 5VAR.OL1.7%

not top 5VCT.L1.7%

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 common0.9%

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

DLS vs SDIV Returns, Every Period

WisdomTreeDLS

+6.3%

5 years, per year

SDIVGlobal X

−0.6%

5 years, per year

DLSSDIVFaded: behind in that period

4–0DLS wins

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

DLS vs SDIV

YTD

WisdomTreeDLS

+5.3%

SDIVGlobal X

−0.7%

+5.3%Year to date−0.7%

−11.0%Worst drop · 1Y−11.2%

14.3%Volatility · 1Y13.4%

3.6%Yield10.1%

$1.0BAssets$1.1B

2–2level

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

Cost, Income and Risk

Fees: DLS, SDIV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DLS0.58%$58

SDIV0.58%$58

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

Yields: DLS, SDIV, DGRO

10.07%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.07%$1,007

DLS3.65%$365

DGRO1.87%$187

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

Income After Fees on $10,000

$949most kept, SDIV

SDIV$1,007 − $58 = $949

DLS$365 − $58 = $307

DGRO$187 − $8 = $179

KeptFee

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

Overlap: DLS, SDIV, DGRO

Today

0.9%most shared, DLS and SDIV

DLSSDIVDGRO

DLS—0.9%0.0%

SDIV0.9%—0.0%

DGRO0.0%0.0%—

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

DGROWorst drop−6.5%10.2% vol

SDIVWorst drop−11.2%13.4% 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

SDIVDGRO

−0.7%Year to date+16.6%

10.1%Yield1.9%

+3.3%Past year+20.3%

0.58%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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026