Compare · 2 funds side by side · dividends reinvested

IYLD and DGRO

IYLDiShares×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,027DGRO · best of the two

02 / 04

IYLD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.4

iShares Morningstar Multi-Asset Income ETFIncome · Dividend stocks0.50%5.14%+4.2%+6.4%+10.8%+3.0%−4.7%5.9%$128M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IYLD 2012 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Multi-Asset Income ETF · $128M$11,586

IYLD

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IYLDMeasureDGRO

+4.2%Year to dateJan 1 → Nov 3+18.0%

+6.4%1 yearTotal return+21.0%

+10.8%3 years · per year$10,000 became $13,605 · $18,210+22.1%

+3.0%5 years · per year$10,000 became $11,586 · $17,027+11.2%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

5.14%Trailing 12-mo yield$514 · $185 a year on $10k1.85%

−4.7%Worst dropSmaller is better−6.5%

5.9%VolatilityLower is calmer9.5%

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

3–5DGRO wins

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

More Ways to See the Pairs

IYLD vs DGRO: Top 5 Holdings

Today

IYLD

2.3%in top 5

DGRO

in top 515.2%

IYLDStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

0.5%STRCnot top 5

0.5%BAnot top 5

0.5%WELLnot top 5

0.5%8306.Tnot top 5

0.4%SHEL.Lnot top 5

Held in common0.6%

End-of-day Nov 3, 2026 · share of each fund

IYLD vs DGRO Returns, Every Period

iSharesIYLD

+3.0%

5 years, per year

DGROiShares

+11.2%

5 years, per year

IYLDDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IYLD vs DGRO

YTD

iSharesIYLD

+4.2%

DGROiShares

+18.0%

+4.2%Year to date+18.0%

−4.7%Worst drop · 1Y−6.5%

5.9%Volatility · 1Y9.5%

5.1%Yield1.8%

$128MAssets$45.1B

3–1IYLD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYLD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

IYLD0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IYLD, DGRO

5.14%highest, IYLD

FundTrailing yieldYield$10k

IYLD5.14%$514

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$464most kept, IYLD

IYLD$514 − $50 = $464

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IYLD, DGRO

Today

0.6%most shared, IYLD and DGRO

IYLDDGRO

IYLD—0.6%

DGRO0.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

IYLDWorst drop−4.7%5.9% vol

DGROWorst drop−6.5%9.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IYLDDGRO

+4.2%Year to date+18.0%

5.1%Yield1.8%

+6.4%Past year+21.0%

0.50%Fee0.08%

3–1DGRO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026