Compare · 2 funds side by side · dividends reinvested

JPRE and DGRO

JPREJ.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

JPRE 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%$45.1B1.1

JPMorgan Realty Income ETFIncome · Dividend stocks0.71%2.31%+13.2%+13.2%+14.4%[…]−10.5%13.9%$469M1.9

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: JPRE 1998 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Realty Income ETF · $469M[…]

JPRE

DGRO

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

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

JPREMeasureDGRO

+13.2%Year to dateJan 1 → Nov 3+18.0%

+13.2%1 yearTotal return+21.0%

+14.4%3 years · per year$10,000 became $14,977 · $18,210+22.1%

[…]5 years · per year$10,000 became […] · $17,027+11.2%

0.71%Expense ratio$71 · $8 a year on $10k · lower is better0.08%

2.31%Trailing 12-mo yield$231 · $185 a year on $10k1.85%

−10.5%Worst dropSmaller is better−6.5%

13.9%VolatilityLower is calmer9.5%

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

1–6DGRO wins

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

More Ways to See the Pairs

JPRE vs DGRO: Top 5 Holdings

Today

JPRE

45.1%in top 5

DGRO

in top 515.2%

JPREStockDGRO

12.6%WELLnot top 5

9.6%PLDnot top 5

9.2%EQIXnot top 5

7.4%DLRnot top 5

6.3%AMTnot top 5

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common0.0%

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

JPRE vs DGRO Returns, Every Period

J.P. MorganJPRE

+13.2%

past year

DGROiShares

+21.0%

past year

JPREDGROFaded: behind in that period

0–3DGRO wins

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

JPRE vs DGRO

YTD

J.P. MorganJPRE

+13.2%

DGROiShares

+18.0%

+13.2%Year to date+18.0%

−10.5%Worst drop · 1Y−6.5%

13.9%Volatility · 1Y9.5%

2.3%Yield1.8%

$469MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: JPRE, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JPRE0.71%$71

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

Yields: JPRE, DGRO

2.31%highest, JPRE

FundTrailing yieldYield$10k

JPRE2.31%$231

DGRO1.85%$185

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

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

JPRE$231 − $71 = $160

KeptFee

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

Overlap: JPRE, DGRO

Today

0.0%most shared, JPRE and DGRO

JPREDGRO

JPRE—0.0%

DGRO0.0%—

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

DGROWorst drop−6.5%9.5% vol

JPREWorst drop−10.5%13.9% vol

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

Paid More vs Made More

YTD

JPREDGRO

+13.2%Year to date+18.0%

2.3%Yield1.8%

+13.2%Past year+21.0%

0.71%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