Compare · 2 funds side by side · dividends reinvested

HDEF and DGRO

HDEFXtrackers×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,903HDEF · best of the two

02 / 04

HDEF 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

Xtrackers MSCI EAFE High Dividend Yield Equity ETFIncome · Dividend stocks0.09%3.62%+16.7%+23.8%+21.6%+13.6%−8.1%12.2%$2.3B1.8

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: HDEF 2015 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B$18,903

HDEF

DGRO

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

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

HDEFMeasureDGRO

+16.7%Year to dateJan 1 → Nov 4+20.6%

+23.8%1 yearTotal return+24.5%

+21.6%3 years · per year$10,000 became $17,998 · $18,408+22.6%

+13.6%5 years · per year$10,000 became $18,903 · $17,573+11.9%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

3.62%Trailing 12-mo yield$362 · $181 a year on $10k1.81%

−8.1%Worst dropSmaller is better−6.5%

12.2%VolatilityLower is calmer9.7%

HDEFDGRO 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

HDEF vs DGRO: Top 5 Holdings

Today

HDEF

25.3%in top 5

DGRO

in top 514.8%

HDEFStockDGRO

5.7%SHEL.Lnot top 5

5.4%ROP.SWnot top 5

5.0%NOVN.SWnot top 5

4.8%NESN.SWnot top 5

4.4%ALV.DEnot 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

HDEF vs DGRO Returns, Every Period

XtrackersHDEF

+13.6%

5 years, per year

DGROiShares

+11.9%

5 years, per year

HDEFDGROFaded: behind in that period

1–3DGRO wins

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

HDEF vs DGRO

YTD

XtrackersHDEF

+16.7%

DGROiShares

+20.6%

+16.7%Year to date+20.6%

−8.1%Worst drop · 1Y−6.5%

12.2%Volatility · 1Y9.7%

3.6%Yield1.8%

$2.3BAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: HDEF, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

HDEF0.09%$9

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

Yields: HDEF, DGRO

3.62%highest, HDEF

FundTrailing yieldYield$10k

HDEF3.62%$362

DGRO1.81%$181

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

Income After Fees on $10,000

$353most kept, HDEF

HDEF$362 − $9 = $353

DGRO$181 − $8 = $173

KeptFee

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

Overlap: HDEF, DGRO

Today

0.0%most shared, HDEF and DGRO

HDEFDGRO

HDEF—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

HDEFWorst drop−8.1%12.2% vol

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

Paid More vs Made More

YTD

HDEFDGRO

+16.7%Year to date+20.6%

3.6%Yield1.8%

+23.8%Past year+24.5%

0.09%Fee0.08%

3–1DGRO wins

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