Compare · 2 funds side by side · dividends reinvested

MDIV and DGRO

MDIVFirst Trust×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

MDIV 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%$45.1B1.4

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.46%+9.6%+12.1%+11.9%+6.1%−6.1%6.8%$419M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MDIV 2012 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Multi-Asset Diversified Income Index Fund · $419M$13,474

MDIV

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

MDIVMeasureDGRO

+9.6%Year to dateJan 1 → Nov 4+20.6%

+12.1%1 yearTotal return+24.5%

+11.9%3 years · per year$10,000 became $14,009 · $18,408+22.6%

+6.1%5 years · per year$10,000 became $13,474 · $17,573+11.9%

0.83%Expense ratio$83 · $8 a year on $10k · lower is better0.08%

7.46%Trailing 12-mo yield$746 · $181 a year on $10k1.81%

−6.1%Worst dropSmaller is better−6.5%

6.8%VolatilityLower is calmer9.7%

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

3–5DGRO wins

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

More Ways to See the Pairs

MDIV vs DGRO: Top 5 Holdings

Today

MDIV

25.7%in top 5

DGRO

in top 514.8%

MDIVStockDGRO

20.4%HYLSnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

1.3%KRPnot top 5

1.3%MNRnot top 5

1.3%NLYnot top 5

1.3%AGNCnot top 5

Held in common1.7%

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

MDIV vs DGRO Returns, Every Period

First TrustMDIV

+6.1%

5 years, per year

DGROiShares

+11.9%

5 years, per year

MDIVDGROFaded: behind in that period

0–4DGRO wins

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

MDIV vs DGRO

YTD

First TrustMDIV

+9.6%

DGROiShares

+20.6%

+9.6%Year to date+20.6%

−6.1%Worst drop · 1Y−6.5%

6.8%Volatility · 1Y9.7%

7.5%Yield1.8%

$419MAssets$45.1B

3–1MDIV wins

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

Cost, Income and Risk

Fees: MDIV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

MDIV0.83%$83

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

Yields: MDIV, DGRO

7.46%highest, MDIV

FundTrailing yieldYield$10k

MDIV7.46%$746

DGRO1.81%$181

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

Income After Fees on $10,000

$663most kept, MDIV

MDIV$746 − $83 = $663

DGRO$181 − $8 = $173

KeptFee

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

Overlap: MDIV, DGRO

Today

1.7%most shared, MDIV and DGRO

MDIVDGRO

MDIV—1.7%

DGRO1.7%—

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

MDIVWorst drop−6.1%6.8% 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

MDIVDGRO

+9.6%Year to date+20.6%

7.5%Yield1.8%

+12.1%Past year+24.5%

0.83%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%

$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