Compare · 2 funds side by side · dividends reinvested

IBMS and DGRO

IBMSiShares×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

IBMS 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%$44.7B1.4

iShares iBonds Dec 2030 Term MuUnsorted0.10%2.51%+0.7%+1.5%[…][…]−4.5%2.4%$400M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IBMS 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2030 Term Mu · $400M[…]

IBMS

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

$10,000 five years ago, dividends reinvested

IBMSMeasureDGRO

+0.7%Year to dateJan 1 → Nov 9+18.8%

+1.5%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,571+20.7%

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

0.10%Expense ratio$10 · $8 a year on $10k · lower is better0.08%

2.51%Trailing 12-mo yield$251 · $184 a year on $10k1.84%

−4.5%Worst dropSmaller is better−6.5%

2.4%VolatilityLower is calmer10.3%

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

3–3Level

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

More Ways to See the Pairs

IBMS vs DGRO: Top 5 Holdings

Today

IBMS

[…]in top 5

DGRO

in top 515.1%

IBMSStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

Held in common[…]

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

IBMS vs DGRO Returns, Every Period

iSharesIBMS

+1.5%

past year

DGROiShares

+22.9%

past year

IBMSDGROFaded: behind in that period

0–2DGRO wins

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

Unsorted vs Income: IBMS vs DGRO

YTD

iSharesIBMS

+0.7%

DGROiShares

+18.8%

+0.7%Year to date+18.8%

−4.5%Worst drop · 1Y−6.5%

2.4%Volatility · 1Y10.3%

2.5%Yield1.8%

$400MAssets$44.7B

3–1IBMS wins

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

Cost, Income and Risk

Fees: IBMS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

IBMS0.10%$10

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

Yields: IBMS, DGRO

2.51%highest, IBMS

FundTrailing yieldYield$10k

IBMS2.51%$251

DGRO1.84%$184

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

Income After Fees on $10,000

$241most kept, IBMS

IBMS$251 − $10 = $241

DGRO$184 − $8 = $176

KeptFee

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

Overlap: IBMS, DGRO

Today

[…]holdings […]

IBMSDGRO

IBMS—[…]

DGRO[…]—

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

IBMSWorst drop−4.5%2.4% vol

DGROWorst drop−6.5%10.3% vol

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

Paid More vs Made More

YTD

IBMSDGRO

+0.7%Year to date+18.8%

2.5%Yield1.8%

+1.5%Past year+22.9%

0.10%Fee0.08%

3–1DGRO 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%

$120BAssets$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%

$44.7BAssets$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