Compare · 2 funds side by side · dividends reinvested

MART and DGRO

MARTAllianzIM×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,835DGRO · best of the two

02 / 04

MART and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.3

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+9.0%+11.1%+16.6%[…]−5.3%7.8%$28M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: MART 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Mar ETF · $28M[…]

MART

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested

MARTMeasureDGRO

+9.0%Year to dateJan 1 → Nov 6+16.6%

+11.1%1 yearTotal return+20.3%

+16.6%3 years · per year$10,000 became $15,864 · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

0.74%Expense ratio$74 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $187 a year on $10k1.87%

−5.3%Worst dropSmaller is better−6.5%

7.8%VolatilityLower is calmer10.2%

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

2–5DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MART vs DGRO: Top 5 Holdings

Today

MART

[…]in top 5

DGRO

in top 515.0%

MARTStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MART vs DGRO Returns, Every Period

AllianzIMMART

+11.1%

past year

DGROiShares

+20.3%

past year

MARTDGROFaded: behind in that period

0–3DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: MART vs DGRO

YTD

AllianzIMMART

+9.0%

DGROiShares

+16.6%

+9.0%Year to date+16.6%

−5.3%Worst drop · 1Y−6.5%

7.8%Volatility · 1Y10.2%

0.0%Yield1.9%

$28.4MAssets$44.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MART, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

MART0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MART, DGRO

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

MART0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MART, DGRO

Today

[…]holdings […]

MARTDGRO

MART—[…]

DGRO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DGRO, at 10.2% volatility

MARTWorst drop−5.3%7.8% vol

DGROWorst drop−6.5%10.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DGROMART

+16.6%Year to date+9.0%

1.9%Yield0.0%

+20.3%Past year+11.1%

0.08%Fee0.74%

4–0DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026