Compare · 2 funds side by side · dividends reinvested

FCEF and DGRO

FCEFFirst Trust×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

FCEF and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.3

First Trust Income Opportunities ETFIncome · Dividend stocks0.85%7.13%+6.2%+7.8%+17.3%+5.2%−7.0%8.2%$80M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FCEF 2016 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Income Opportunities ETF · $80M$12,876

FCEF

DGRO

iShares Core Dividend Growth ETF · $46.1B$17,573

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

FCEFMeasureDGRO

+6.2%Year to dateJan 1 → Nov 4+20.6%

+7.8%1 yearTotal return+24.5%

+17.3%3 years · per year$10,000 became $16,136 · $18,408+22.6%

+5.2%5 years · per year$10,000 became $12,876 · $17,573+11.9%

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

7.13%Trailing 12-mo yield$713 · $181 a year on $10k1.81%

−7.0%Worst dropSmaller is better−6.5%

8.2%VolatilityLower is calmer9.7%

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

2–6DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCEF vs DGRO: Top 5 Holdings

Today

FCEF

16.9%in top 5

DGRO

in top 514.8%

FCEFStockDGRO

3.9%VRIGnot top 5

3.3%ETGnot top 5

3.3%EVTnot top 5

3.3%ETOnot top 5

3.2%HTDnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FCEF vs DGRO Returns, Every Period

First TrustFCEF

+5.2%

5 years, per year

DGROiShares

+11.9%

5 years, per year

FCEFDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FCEF vs DGRO

YTD

First TrustFCEF

+6.2%

DGROiShares

+20.6%

+6.2%Year to date+20.6%

−7.0%Worst drop · 1Y−6.5%

8.2%Volatility · 1Y9.7%

7.1%Yield1.8%

$80.2MAssets$46.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCEF, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FCEF0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FCEF, DGRO

7.13%highest, FCEF

FundTrailing yieldYield$10k

FCEF7.13%$713

DGRO1.81%$181

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$628most kept, FCEF

FCEF$713 − $85 = $628

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FCEF, DGRO

Today

0.0%most shared, FCEF and DGRO

FCEFDGRO

FCEF—0.0%

DGRO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

FCEFWorst drop−7.0%8.2% vol

DGROWorst drop−6.5%9.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FCEFDGRO

+6.2%Year to date+20.6%

7.1%Yield1.8%

+7.8%Past year+24.5%

0.85%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026