Compare · 3 funds side by side · dividends reinvested

MPIM, CGDV and DGRO

MPIMm+ Funds×CGDVCapital Group×DGROiShares×

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

02 / 04

MPIM, CGDV 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%$44.9B1.3

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.52%[…][…][…][…][…][…]$38M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.0

Rank among the three1st → 3rdFee, 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: MPIM 2026 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

m+ Income Momentum Autocall ETF · $38M[…]

MPIM

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested

MPIMMeasureCGDV

[…]Year to dateJan 1 → Nov 6+9.6%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

0.70%Expense ratio$70 · $33 a year on $10k · lower is better0.33%

3.52%Trailing 12-mo yield$352 · $127 a year on $10k1.27%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.4%

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

1–1Level

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

More Ways to See the Pairs

MPIM vs CGDV: Top 5 Holdings

Today

MPIM

[…]in top 5

CGDV

in top 523.9%

MPIMStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common[…]

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

MPIM vs CGDV Returns, Every Period

m+ FundsMPIM

[…]

past year

CGDVCapital Group

+12.9%

past year

Returns […]

MPIMCGDVFaded: behind in that period

0–0Level

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

MPIM vs DGRO

YTD

m+ FundsMPIM

[…]

DGROiShares

+16.6%

[…]Year to date+16.6%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y10.2%

3.5%Yield1.9%

$37.9MAssets$44.9B

1–0MPIM wins

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

Cost, Income and Risk

Fees: MPIM, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

MPIM0.70%$70

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

Yields: MPIM, CGDV, DGRO

3.52%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.52%$352

DGRO1.87%$187

CGDV1.27%$127

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

Income After Fees on $10,000

$282most kept, MPIM

MPIM$352 − $70 = $282

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

KeptFee

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

Overlap: MPIM, CGDV, DGRO

Today

28.3%most shared, CGDV and DGRO

MPIMCGDVDGRO

MPIM—[…][…]

CGDV[…]—28.3%

DGRO[…]28.3%—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIMDGRO

[…]Year to date+16.6%

3.5%Yield1.9%

[…]Past year+20.3%

0.70%Fee0.08%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$44.9BAssets$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