Compare · 2 funds side by side · dividends reinvested

JADE and DGRO

JADEJ.P. Morgan×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

JADE and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.1

JPMorgan Active Developing Markets Equity ETFUnsorted0.65%2.11%+8.1%+10.9%[…][…]−17.6%25.1%$29M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: JADE 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Developing Markets Equity ETF · $29M[…]

JADE

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JADEMeasureDGRO

+8.1%Year to dateJan 1 → Nov 5+17.2%

+10.9%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

2.11%Trailing 12-mo yield$211 · $186 a year on $10k1.86%

−17.6%Worst dropSmaller is better−6.5%

25.1%VolatilityLower is calmer10.2%

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

1–5DGRO wins

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

More Ways to See the Pairs

JADE vs DGRO: Top 5 Holdings

Today

JADE

21.2%in top 5

DGRO

in top 514.9%

JADEStockDGRO

13.5%2330.TWnot top 5

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

2.9%0700.HKnot top 5

not top 5JNJ2.8%

1.7%2899.HKnot top 5

1.6%BAPnot top 5

1.4%HDBnot top 5

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

JADE vs DGRO Returns, Every Period

J.P. MorganJADE

+10.9%

past year

DGROiShares

+21.2%

past year

JADEDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: JADE vs DGRO

YTD

J.P. MorganJADE

+8.1%

DGROiShares

+17.2%

+8.1%Year to date+17.2%

−17.6%Worst drop · 1Y−6.5%

25.1%Volatility · 1Y10.2%

2.1%Yield1.9%

$28.5MAssets$46.1B

3–1DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JADE, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JADE0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JADE, DGRO

2.11%highest, JADE

FundTrailing yieldYield$10k

JADE2.11%$211

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

JADE$211 − $65 = $146

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JADE, DGRO

Today

0.1%most shared, JADE and DGRO

JADEDGRO

JADE—0.1%

DGRO0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

JADEWorst drop−17.6%25.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JADEDGRO

+8.1%Year to date+17.2%

2.1%Yield1.9%

+10.9%Past year+21.2%

0.65%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026