Compare · 2 funds side by side · dividends reinvested

FDRR and DGRO

FDRRFidelity×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,761FDRR · best of the two

02 / 04

FDRR 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%$45.1B1.4

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.06%+13.1%+15.7%+24.1%+12.2%−8.5%11.3%$749M1.6

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: FDRR 2016 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $749M$17,761

FDRR

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 38.5% in common

FDRRMeasureDGRO

+13.1%Year to dateJan 1 → Nov 3+18.0%

+15.7%1 yearTotal return+21.0%

+24.1%3 years · per year$10,000 became $19,127 · $18,210+22.1%

+12.2%5 years · per year$10,000 became $17,761 · $17,027+11.2%

0.15%Expense ratio$15 · $8 a year on $10k · lower is better0.08%

2.06%Trailing 12-mo yield$206 · $185 a year on $10k1.85%

−8.5%Worst dropSmaller is better−6.5%

11.3%VolatilityLower is calmer9.5%

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

3–5DGRO wins

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

More Ways to See the Pairs

FDRR vs DGRO: Top 5 Holdings

Today

FDRR

30.7%in top 5

DGRO

in top 515.2%

FDRRStockDGRO

8.4%AAPL3.0%

8.2%NVDAnot top 5

6.6%MSFT3.0%

4.3%GOOGLnot top 5

not top 5XOM3.3%

3.2%AVGOnot top 5

not top 5ABBV3.0%

not top 5JNJ2.8%

Held in common38.5%

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

FDRR vs DGRO Returns, Every Period

FidelityFDRR

+12.2%

5 years, per year

DGROiShares

+11.2%

5 years, per year

FDRRDGROFaded: behind in that period

2–2Level

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

FDRR vs DGRO

YTD

FidelityFDRR

+13.1%

DGROiShares

+18.0%

+13.1%Year to date+18.0%

−8.5%Worst drop · 1Y−6.5%

11.3%Volatility · 1Y9.5%

2.1%Yield1.8%

$749MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: FDRR, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FDRR0.15%$15

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

Yields: FDRR, DGRO

2.06%highest, FDRR

FundTrailing yieldYield$10k

FDRR2.06%$206

DGRO1.85%$185

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

Income After Fees on $10,000

$191most kept, FDRR

FDRR$206 − $15 = $191

DGRO$185 − $8 = $177

KeptFee

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

Overlap: FDRR, DGRO

Today

38.5%most shared, FDRR and DGRO

FDRRDGRO

FDRR—38.5%

DGRO38.5%—

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

FDRRWorst drop−8.5%11.3% vol

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

Paid More vs Made More

YTD

FDRRDGRO

+13.1%Year to date+18.0%

2.1%Yield1.8%

+15.7%Past year+21.0%

0.15%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