Compare · 2 funds side by side · dividends reinvested

FPE and DGRO

FPEFirst Trust×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

FPE 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

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.37%−2.1%−1.7%+9.4%+2.1%−4.4%4.0%$5.8B1.6

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: FPE 2013 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.8B$11,068

FPE

DGRO

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

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

FPEMeasureDGRO

−2.1%Year to dateJan 1 → Nov 3+18.0%

−1.7%1 yearTotal return+21.0%

+9.4%3 years · per year$10,000 became $13,099 · $18,210+22.1%

+2.1%5 years · per year$10,000 became $11,068 · $17,027+11.2%

0.83%Expense ratio$83 · $8 a year on $10k · lower is better0.08%

6.37%Trailing 12-mo yield$637 · $185 a year on $10k1.85%

−4.4%Worst dropSmaller is better−6.5%

4.0%VolatilityLower is calmer9.5%

FPEDGRO 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

FPE vs DGRO: Top 5 Holdings

Today

FPE

5.9%in top 5

DGRO

in top 515.2%

FPEStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

Held in common0.0%

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

FPE vs DGRO Returns, Every Period

First TrustFPE

+2.1%

5 years, per year

DGROiShares

+11.2%

5 years, per year

FPEDGROFaded: behind in that period

0–4DGRO wins

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

FPE vs DGRO

YTD

First TrustFPE

−2.1%

DGROiShares

+18.0%

−2.1%Year to date+18.0%

−4.4%Worst drop · 1Y−6.5%

4.0%Volatility · 1Y9.5%

6.4%Yield1.8%

$5.8BAssets$45.1B

3–1FPE wins

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

Cost, Income and Risk

Fees: FPE, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FPE0.83%$83

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

Yields: FPE, DGRO

6.37%highest, FPE

FundTrailing yieldYield$10k

FPE6.37%$637

DGRO1.85%$185

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

Income After Fees on $10,000

$554most kept, FPE

FPE$637 − $83 = $554

DGRO$185 − $8 = $177

KeptFee

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

Overlap: FPE, DGRO

Today

0.0%most shared, FPE and DGRO

FPEDGRO

FPE—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

FPEWorst drop−4.4%4.0% vol

DGROWorst drop−6.5%9.5% vol

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

Paid More vs Made More

YTD

FPEDGRO

−2.1%Year to date+18.0%

6.4%Yield1.8%

−1.7%Past year+21.0%

0.83%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