Compare · 2 funds side by side · dividends reinvested

FTDS and DGRO

FTDSFirst 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

FTDS 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%$45.1B1.3

First Trust Dividend Strength ETFIncome · Dividend stocks0.81%1.57%+21.3%+27.8%+21.0%+8.3%−7.3%12.2%$41M1.8

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: FTDS 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dividend Strength ETF · $41M$14,901

FTDS

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

FTDSMeasureDGRO

+21.3%Year to dateJan 1 → Nov 4+20.6%

+27.8%1 yearTotal return+24.5%

+21.0%3 years · per year$10,000 became $17,706 · $18,408+22.6%

+8.3%5 years · per year$10,000 became $14,901 · $17,573+11.9%

0.81%Expense ratio$81 · $8 a year on $10k · lower is better0.08%

1.57%Trailing 12-mo yield$157 · $181 a year on $10k1.81%

−7.3%Worst dropSmaller is better−6.5%

12.2%VolatilityLower is calmer9.7%

FTDSDGRO 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

FTDS vs DGRO: Top 5 Holdings

Today

FTDS

11.0%in top 5

DGRO

in top 514.8%

FTDSStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

2.3%EFXnot top 5

2.2%NXPInot top 5

2.2%HLInot top 5

2.2%OSKnot top 5

2.1%TXRHnot top 5

Held in common7.9%

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

FTDS vs DGRO Returns, Every Period

First TrustFTDS

+8.3%

5 years, per year

DGROiShares

+11.9%

5 years, per year

FTDSDGROFaded: behind in that period

2–2Level

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

FTDS vs DGRO

YTD

First TrustFTDS

+21.3%

DGROiShares

+20.6%

+21.3%Year to date+20.6%

−7.3%Worst drop · 1Y−6.5%

12.2%Volatility · 1Y9.7%

1.6%Yield1.8%

$40.6MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: FTDS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FTDS0.81%$81

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

Yields: FTDS, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

FTDS1.57%$157

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

FTDS$157 − $81 = $76

KeptFee

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

Overlap: FTDS, DGRO

Today

7.9%most shared, FTDS and DGRO

FTDSDGRO

FTDS—7.9%

DGRO7.9%—

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

Return vs Bumpiness: 2 ETFs

+27.8%FTDS, at 12.2% volatility

DGROWorst drop−6.5%9.7% vol

FTDSWorst drop−7.3%12.2% vol

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

Paid More vs Made More

YTD

DGROFTDS

+20.6%Year to date+21.3%

1.8%Yield1.6%

+24.5%Past year+27.8%

0.08%Fee0.81%

2–2level

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026