Compare · 2 funds side by side · dividends reinvested

JPIE and DGRO

JPIEJ.P. Morgan×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

JPIE 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

JPMorgan Income ETFIncome · Dividend stocks0.40%5.70%+1.8%+3.0%+6.9%+3.2%−1.9%1.9%$11.5B1.6

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: JPIE 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Income ETF · $11.5B$11,722

JPIE

DGRO

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

$10,000 five years ago, dividends reinvested

JPIEMeasureDGRO

+1.8%Year to dateJan 1 → Nov 3+18.0%

+3.0%1 yearTotal return+21.0%

+6.9%3 years · per year$10,000 became $12,232 · $18,210+22.1%

+3.2%5 years · per year$10,000 became $11,722 · $17,027+11.2%

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

5.70%Trailing 12-mo yield$570 · $185 a year on $10k1.85%

−1.9%Worst dropSmaller is better−6.5%

1.9%VolatilityLower is calmer9.5%

JPIEDGRO 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

JPIE vs DGRO: Top 5 Holdings

Today

JPIE

[…]in top 5

DGRO

in top 515.2%

JPIEStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common[…]

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

JPIE vs DGRO Returns, Every Period

J.P. MorganJPIE

+3.2%

5 years, per year

DGROiShares

+11.2%

5 years, per year

JPIEDGROFaded: behind in that period

0–4DGRO wins

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

JPIE vs DGRO

YTD

J.P. MorganJPIE

+1.8%

DGROiShares

+18.0%

+1.8%Year to date+18.0%

−1.9%Worst drop · 1Y−6.5%

1.9%Volatility · 1Y9.5%

5.7%Yield1.8%

$11.5BAssets$45.1B

3–1JPIE wins

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

Cost, Income and Risk

Fees: JPIE, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JPIE0.40%$40

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

Yields: JPIE, DGRO

5.70%highest, JPIE

FundTrailing yieldYield$10k

JPIE5.70%$570

DGRO1.85%$185

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

Income After Fees on $10,000

$530most kept, JPIE

JPIE$570 − $40 = $530

DGRO$185 − $8 = $177

KeptFee

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

Overlap: JPIE, DGRO

Today

[…]holdings […]

JPIEDGRO

JPIE—[…]

DGRO[…]—

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

JPIEWorst drop−1.9%1.9% 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

JPIEDGRO

+1.8%Year to date+18.0%

5.7%Yield1.8%

+3.0%Past year+21.0%

0.40%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