Compare · 2 funds side by side · dividends reinvested

FWD and DGRO

FWDAlliance Bernstein×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,131DGRO · best of the two

02 / 04

FWD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.1

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+11.0%+10.1%+31.2%[…]−27.3%31.3%$2.9B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: FWD 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Disruptors ETF · $2.9B[…]

FWD

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,131

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

FWDMeasureDGRO

+11.0%Year to dateJan 1 → Nov 9+18.8%

+10.1%1 yearTotal return+22.9%

+31.2%3 years · per year$10,000 became $22,570 · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

0.10%Trailing 12-mo yield$10 · $184 a year on $10k1.84%

−27.3%Worst dropSmaller is better−6.5%

31.3%VolatilityLower is calmer10.3%

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

1–6DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FWD vs DGRO: Top 5 Holdings

Today

FWD

14.5%in top 5

DGRO

in top 515.1%

FWDStockDGRO

3.6%NVDAnot top 5

3.6%MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

2.5%METAnot top 5

2.4%AVGOnot top 5

2.4%LLYnot top 5

Held in common15.0%

End-of-day Nov 9, 2026 · share of each fund

FWD vs DGRO Returns, Every Period

Alliance BernsteinFWD

+10.1%

past year

DGROiShares

+22.9%

past year

FWDDGROFaded: behind in that period

1–2DGRO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FWD vs DGRO

YTD

Alliance BernsteinFWD

+11.0%

DGROiShares

+18.8%

+11.0%Year to date+18.8%

−27.3%Worst drop · 1Y−6.5%

31.3%Volatility · 1Y10.3%

0.1%Yield1.8%

$2.9BAssets$45.5B

4–0DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FWD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FWD0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FWD, DGRO

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

FWD0.10%$10

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

FWD$10 − $65 = −$55

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FWD, DGRO

Today

15.0%most shared, FWD and DGRO

FWDDGRO

FWD—15.0%

DGRO15.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

FWDWorst drop−27.3%31.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DGROFWD

+18.8%Year to date+11.0%

1.8%Yield0.1%

+22.9%Past year+10.1%

0.08%Fee0.65%

4–0DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026