Compare · 2 funds side by side · dividends reinvested

JDIV and DGRO

JDIVJ.P. Morgan×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

JDIV 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%$45.1B1.0

JPMorgan Dividend Leaders ETFIncome · Dividend stocks0.47%1.67%+8.0%+8.8%[…][…]−9.3%12.6%$13M2.0

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: JDIV 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Dividend Leaders ETF · $13M[…]

JDIV

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

JDIVMeasureDGRO

+8.0%Year to dateJan 1 → Nov 4+20.6%

+8.8%1 yearTotal return+24.5%

[…]3 years · per year$10,000 became […] · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.47%Expense ratio$47 · $8 a year on $10k · lower is better0.08%

1.67%Trailing 12-mo yield$167 · $181 a year on $10k1.81%

−9.3%Worst dropSmaller is better−6.5%

12.6%VolatilityLower is calmer9.7%

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

0–6DGRO wins

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

More Ways to See the Pairs

JDIV vs DGRO: Top 5 Holdings

Today

JDIV

20.4%in top 5

DGRO

in top 514.8%

JDIVStockDGRO

7.2%MSFT3.0%

5.0%2330.TWnot top 5

not top 5XOM3.2%

3.0%MAnot top 5

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

2.6%NVDAnot top 5

2.6%NEEnot top 5

Held in common25.4%

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

JDIV vs DGRO Returns, Every Period

J.P. MorganJDIV

+8.8%

past year

DGROiShares

+24.5%

past year

JDIVDGROFaded: behind in that period

0–2DGRO wins

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

JDIV vs DGRO

YTD

J.P. MorganJDIV

+8.0%

DGROiShares

+20.6%

+8.0%Year to date+20.6%

−9.3%Worst drop · 1Y−6.5%

12.6%Volatility · 1Y9.7%

1.7%Yield1.8%

$12.6MAssets$45.1B

4–0DGRO wins

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

Cost, Income and Risk

Fees: JDIV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JDIV0.47%$47

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

Yields: JDIV, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

JDIV1.67%$167

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

JDIV$167 − $47 = $120

KeptFee

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

Overlap: JDIV, DGRO

Today

25.4%most shared, JDIV and DGRO

JDIVDGRO

JDIV—25.4%

DGRO25.4%—

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

DGROWorst drop−6.5%9.7% vol

JDIVWorst drop−9.3%12.6% vol

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

Paid More vs Made More

YTD

DGROJDIV

+20.6%Year to date+8.0%

1.8%Yield1.7%

+24.5%Past year+8.8%

0.08%Fee0.47%

4–0DGRO 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