Compare · 3 funds side by side · dividends reinvested

DVDN, SCHD 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

DVDN, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.6

Kingsbarn Dividend Opportunity ETFIncome · Dividend stocks0.90%16.27%−27.5%−28.8%[…][…]−33.3%19.3%$3M2.7

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: DVDN 2023 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Kingsbarn Dividend Opportunity ETF · $3M[…]

DVDN

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

DVDNMeasureSCHD

−27.5%Year to dateJan 1 → Nov 6+31.4%

−28.8%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.90%Expense ratio$90 · $6 a year on $10k · lower is better0.06%

16.27%Trailing 12-mo yield$1,627 · $300 a year on $10k3.00%

−33.3%Worst dropSmaller is better−6.9%

19.3%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

DVDN vs SCHD: Top 5 Holdings

Today

DVDN

34.6%in top 5

SCHD

in top 521.4%

DVDNStockSCHD

7.2%ORCnot top 5

7.1%IVRnot top 5

7.0%DXnot top 5

6.9%ARRnot top 5

6.3%EARNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

DVDN vs SCHD Returns, Every Period

KingsbarnDVDN

−28.8%

past year

SCHDSchwab

+37.0%

past year

DVDNSCHDFaded: behind in that period

0–2SCHD wins

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

DVDN vs SCHD

YTD

KingsbarnDVDN

−27.5%

SCHDSchwab

+31.4%

−27.5%Year to date+31.4%

−33.3%Worst drop · 1Y−6.9%

19.3%Volatility · 1Y11.7%

16.3%Yield3.0%

$2.8MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DVDN, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

DVDN0.90%$90

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

Yields: DVDN, SCHD, DGRO

16.27%highest, DVDN

FundTrailing yieldYield$10k

DVDN16.27%$1,627

SCHD3.00%$300

DGRO1.87%$187

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

Income After Fees on $10,000

$1,537most kept, DVDN

DVDN$1,627 − $90 = $1,537

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

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

Overlap: DVDN, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

DVDNSCHDDGRO

DVDN—0.0%0.0%

SCHD0.0%—21.3%

DGRO0.0%21.3%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

DVDNWorst drop−33.3%19.3% vol

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

Paid More vs Made More

YTD

DVDNSCHD

−27.5%Year to date+31.4%

16.3%Yield3.0%

−28.8%Past year+37.0%

0.90%Fee0.06%

3–1SCHD 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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026