Compare · 2 funds side by side · dividends reinvested

IQHI and DGRO

IQHINY Life Investments×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

IQHI 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%$45.5B1.4

NYLI MacKay High Income ETFIncome · Dividend stocks0.40%7.58%+1.5%+2.7%+7.8%[…]−2.7%4.1%$110M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IQHI 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay High Income ETF · $110M[…]

IQHI

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,131

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

IQHIMeasureDGRO

+1.5%Year to dateJan 1 → Nov 9+18.8%

+2.7%1 yearTotal return+22.9%

+7.8%3 years · per year$10,000 became $12,535 · $17,571+20.7%

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

0.40%Expense ratio$40 · $8 a year on $10k · lower is better0.08%

7.58%Trailing 12-mo yield$758 · $184 a year on $10k1.84%

−2.7%Worst dropSmaller is better−6.5%

4.1%VolatilityLower is calmer10.3%

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

3–4DGRO wins

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

More Ways to See the Pairs

IQHI vs DGRO: Top 5 Holdings

Today

IQHI

0.8%in top 5

DGRO

in top 515.1%

IQHIStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

0.8%CASHnot top 5

Held in common0.0%

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

IQHI vs DGRO Returns, Every Period

NY Life InvestmentsIQHI

+2.7%

past year

DGROiShares

+22.9%

past year

IQHIDGROFaded: behind in that period

0–3DGRO wins

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

IQHI vs DGRO

YTD

NY Life InvestmentsIQHI

+1.5%

DGROiShares

+18.8%

+1.5%Year to date+18.8%

−2.7%Worst drop · 1Y−6.5%

4.1%Volatility · 1Y10.3%

7.6%Yield1.8%

$110MAssets$45.5B

3–1IQHI wins

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

Cost, Income and Risk

Fees: IQHI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

IQHI0.40%$40

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

Yields: IQHI, DGRO

7.58%highest, IQHI

FundTrailing yieldYield$10k

IQHI7.58%$758

DGRO1.84%$184

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

Income After Fees on $10,000

$718most kept, IQHI

IQHI$758 − $40 = $718

DGRO$184 − $8 = $176

KeptFee

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

Overlap: IQHI, DGRO

Today

0.0%most shared, IQHI and DGRO

IQHIDGRO

IQHI—0.0%

DGRO0.0%—

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

IQHIWorst drop−2.7%4.1% 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

IQHIDGRO

+1.5%Year to date+18.8%

7.6%Yield1.8%

+2.7%Past year+22.9%

0.40%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%

$122BAssets$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%

$45.5BAssets$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