Compare · 2 funds side by side · dividends reinvested

LOTI and DGRO

LOTILiberty One×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

LOTI 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%$46.1B1.4

Liberty One Tactical Income ETFIncome · Dividend stocks1.04%2.36%+8.9%+9.7%[…][…]−4.4%6.4%$50M1.5

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: LOTI 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Liberty One Tactical Income ETF · $50M[…]

LOTI

DGRO

iShares Core Dividend Growth ETF · $46.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

LOTIMeasureDGRO

+8.9%Year to dateJan 1 → Nov 4+20.6%

+9.7%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%

1.04%Expense ratio$104 · $8 a year on $10k · lower is better0.08%

2.36%Trailing 12-mo yield$236 · $181 a year on $10k1.81%

−4.4%Worst dropSmaller is better−6.5%

6.4%VolatilityLower is calmer9.7%

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

3–3Level

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

More Ways to See the Pairs

LOTI vs DGRO: Top 5 Holdings

Today

LOTI

31.9%in top 5

DGRO

in top 514.8%

LOTIStockDGRO

7.3%JPIEnot top 5

6.4%EVSDnot top 5

6.3%FLXRnot top 5

6.3%PYLDnot top 5

5.5%VMBSnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common20.8%

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

LOTI vs DGRO Returns, Every Period

Liberty OneLOTI

+9.7%

past year

DGROiShares

+24.5%

past year

LOTIDGROFaded: behind in that period

0–2DGRO wins

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

LOTI vs DGRO

YTD

Liberty OneLOTI

+8.9%

DGROiShares

+20.6%

+8.9%Year to date+20.6%

−4.4%Worst drop · 1Y−6.5%

6.4%Volatility · 1Y9.7%

2.4%Yield1.8%

$50.4MAssets$46.1B

3–1LOTI wins

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

Cost, Income and Risk

Fees: LOTI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

LOTI1.04%$104

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

Yields: LOTI, DGRO

2.36%highest, LOTI

FundTrailing yieldYield$10k

LOTI2.36%$236

DGRO1.81%$181

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

LOTI$236 − $104 = $132

KeptFee

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

Overlap: LOTI, DGRO

Today

20.8%most shared, LOTI and DGRO

LOTIDGRO

LOTI—20.8%

DGRO20.8%—

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

LOTIWorst drop−4.4%6.4% vol

DGROWorst drop−6.5%9.7% vol

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

Paid More vs Made More

YTD

LOTIDGRO

+8.9%Year to date+20.6%

2.4%Yield1.8%

+9.7%Past year+24.5%

1.04%Fee0.08%

3–1DGRO 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026