Compare · 2 funds side by side · dividends reinvested

INCE and DGRO

INCEFranklin Templeton×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 / 04

INCE 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%$45.1B1.4

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%4.94%+18.6%+24.2%+19.7%+11.0%−5.0%8.1%$367M1.6

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: INCE 2016 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $367M$16,850

INCE

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 27.2% in common

INCEMeasureDGRO

+18.6%Year to dateJan 1 → Nov 4+20.6%

+24.2%1 yearTotal return+24.5%

+19.7%3 years · per year$10,000 became $17,167 · $18,408+22.6%

+11.0%5 years · per year$10,000 became $16,850 · $17,573+11.9%

0.29%Expense ratio$29 · $8 a year on $10k · lower is better0.08%

4.94%Trailing 12-mo yield$494 · $181 a year on $10k1.81%

−5.0%Worst dropSmaller is better−6.5%

8.1%VolatilityLower is calmer9.7%

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

3–5DGRO wins

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

More Ways to See the Pairs

INCE vs DGRO: Top 5 Holdings

Today

INCE

14.5%in top 5

DGRO

in top 514.8%

INCEStockDGRO

3.7%CVXnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

2.9%VZnot top 5

2.8%PGnot top 5

not top 5JNJ2.7%

2.7%LMTnot top 5

2.5%PEPnot top 5

Held in common27.2%

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

INCE vs DGRO Returns, Every Period

Franklin TempletonINCE

+11.0%

5 years, per year

DGROiShares

+11.9%

5 years, per year

INCEDGROFaded: behind in that period

0–4DGRO wins

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

INCE vs DGRO

YTD

Franklin TempletonINCE

+18.6%

DGROiShares

+20.6%

+18.6%Year to date+20.6%

−5.0%Worst drop · 1Y−6.5%

8.1%Volatility · 1Y9.7%

4.9%Yield1.8%

$367MAssets$45.1B

3–1INCE wins

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

Cost, Income and Risk

Fees: INCE, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

INCE0.29%$29

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

Yields: INCE, DGRO

4.94%highest, INCE

FundTrailing yieldYield$10k

INCE4.94%$494

DGRO1.81%$181

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

Income After Fees on $10,000

$465most kept, INCE

INCE$494 − $29 = $465

DGRO$181 − $8 = $173

KeptFee

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

Overlap: INCE, DGRO

Today

27.2%most shared, INCE and DGRO

INCEDGRO

INCE—27.2%

DGRO27.2%—

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

INCEWorst drop−5.0%8.1% vol

DGROWorst drop−6.5%9.7% vol

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

Paid More vs Made More

YTD

INCEDGRO

+18.6%Year to date+20.6%

4.9%Yield1.8%

+24.2%Past year+24.5%

0.29%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