Compare · 2 funds side by side · dividends reinvested

GIAX and DGRO

GIAXNicholasx×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

GIAX 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%$45.1B1.1

Nicholas Global Equity and Income ETFIncome · Dividend stocks1.03%27.38%+6.5%+3.6%[…][…]−19.7%27.9%$103M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: GIAX 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Nicholas Global Equity and Income ETF · $103M[…]

GIAX

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

GIAXMeasureDGRO

+6.5%Year to dateJan 1 → Nov 3+18.0%

+3.6%1 yearTotal return+21.0%

[…]3 years · per year$10,000 became […] · $18,210+22.1%

[…]5 years · per year$10,000 became […] · $17,027+11.2%

1.03%Expense ratio$103 · $8 a year on $10k · lower is better0.08%

27.38%Trailing 12-mo yield$2,738 · $185 a year on $10k1.85%

−19.7%Worst dropSmaller is better−6.5%

27.9%VolatilityLower is calmer9.5%

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

1–5DGRO wins

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

More Ways to See the Pairs

GIAX vs DGRO: Top 5 Holdings

Today

GIAX

28.7%in top 5

DGRO

in top 515.2%

GIAXStockDGRO

6.7%VOOnot top 5

5.8%VBnot top 5

5.6%VEAnot top 5

5.4%METAnot top 5

5.2%JPMnot top 5

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common9.8%

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

GIAX vs DGRO Returns, Every Period

NicholasxGIAX

+3.6%

past year

DGROiShares

+21.0%

past year

GIAXDGROFaded: behind in that period

0–2DGRO wins

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

GIAX vs DGRO

YTD

NicholasxGIAX

+6.5%

DGROiShares

+18.0%

+6.5%Year to date+18.0%

−19.7%Worst drop · 1Y−6.5%

27.9%Volatility · 1Y9.5%

27.4%Yield1.8%

$103MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: GIAX, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

GIAX1.03%$103

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

Yields: GIAX, DGRO

27.38%highest, GIAX

FundTrailing yieldYield$10k

GIAX27.38%$2,738

DGRO1.85%$185

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

Income After Fees on $10,000

$2,635most kept, GIAX

GIAX$2,738 − $103 = $2,635

DGRO$185 − $8 = $177

KeptFee

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

Overlap: GIAX, DGRO

Today

9.8%most shared, GIAX and DGRO

GIAXDGRO

GIAX—9.8%

DGRO9.8%—

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

GIAXWorst drop−19.7%27.9% vol

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

Paid More vs Made More

YTD

GIAXDGRO

+6.5%Year to date+18.0%

27.4%Yield1.8%

+3.6%Past year+21.0%

1.03%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