Compare · 2 funds side by side · dividends reinvested

GLDN and DGRO

GLDNNicholasx×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 / 03

GLDN 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%$45.1B1.1

Nicholas Gold Income ETFIncome · Dividend stocks1.07%11.38%[…][…][…][…][…][…]$4M1.5

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: GLDN 2026 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Nicholas Gold Income ETF · $4M[…]

GLDN

DGRO

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

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

GLDNMeasureDGRO

[…]Year to dateJan 1 → Nov 4+20.6%

[…]1 yearTotal return+24.5%

[…]3 years · per year$10,000 became […] · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

1.07%Expense ratio$107 · $8 a year on $10k · lower is better0.08%

11.38%Trailing 12-mo yield$1,138 · $181 a year on $10k1.81%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer9.7%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GLDN vs DGRO: Top 5 Holdings

Today

GLDN

67.3%in top 5

DGRO

in top 514.8%

GLDNStockDGRO

46.0%GLDMnot top 5

6.1%EQXnot top 5

5.6%SSREFnot top 5

4.8%NEMnot top 5

4.8%FNVnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common0.0%

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

GLDN vs DGRO Returns, Every Period

NicholasxGLDN

[…]

past year

DGROiShares

+24.5%

past year

Returns […]

GLDNDGROFaded: behind in that period

0–0Level

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

GLDN vs DGRO

YTD

NicholasxGLDN

[…]

DGROiShares

+20.6%

[…]Year to date+20.6%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y9.7%

11.4%Yield1.8%

$3.8MAssets$45.1B

1–0GLDN wins

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

Cost, Income and Risk

Fees: GLDN, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

GLDN1.07%$107

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

Yields: GLDN, DGRO

11.38%highest, GLDN

FundTrailing yieldYield$10k

GLDN11.38%$1,138

DGRO1.81%$181

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

Income After Fees on $10,000

$1,031most kept, GLDN

GLDN$1,138 − $107 = $1,031

DGRO$181 − $8 = $173

KeptFee

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

Overlap: GLDN, DGRO

Today

0.0%most shared, GLDN and DGRO

GLDNDGRO

GLDN—0.0%

DGRO0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

GLDNWorst drop[…][…]

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

Paid More vs Made More

YTD

GLDNDGRO

[…]Year to date+20.6%

11.4%Yield1.8%

[…]Past year+24.5%

1.07%Fee0.08%

1–1level

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