Compare · 3 funds side by side · dividends reinvested

NETG, DGRO and CGDV

NETGLeverageShares×DGROiShares×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

NETG, DGRO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.0

Leverage Shares 2x Long NET Daily ETFSingle-Stock Leverage0.75%0.00%+23.1%[…][…][…][…][…]$4M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: NETG 2025 · DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $45.5B$17,131

DGRO

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

DGROMeasureCGDV

+18.8%Year to dateJan 1 → Nov 9+12.1%

+22.9%1 yearTotal return+16.1%

+20.7%3 years · per year$10,000 became $17,571 · $18,934+23.7%

+11.4%5 years · per year$10,000 became $17,131 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.84%Trailing 12-mo yield$184 · $124 a year on $10k1.24%

−6.5%Worst dropSmaller is better−9.7%

10.3%VolatilityLower is calmer13.5%

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

6–1DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs CGDV: Top 5 Holdings

Today

DGRO

15.1%in top 5

CGDV

in top 524.2%

DGROStockCGDV

3.1%MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

3.1%AAPLnot top 5

3.1%ABBVnot top 5

3.0%XOMnot top 5

2.9%JNJnot top 5

Held in common28.2%

End-of-day Nov 9, 2026 · share of each fund

DGRO vs CGDV Returns, Every Period

iSharesDGRO

+22.9%

past year

CGDVCapital Group

+16.1%

past year

DGROCGDVFaded: behind in that period

2–1DGRO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DGRO vs CGDV

YTD

iSharesDGRO

+18.8%

CGDVCapital Group

+12.1%

+18.8%Year to date+12.1%

−6.5%Worst drop · 1Y−9.7%

10.3%Volatility · 1Y13.5%

1.8%Yield1.2%

$45.5BAssets$37.8B

4–0DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETG, DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

NETG0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NETG, DGRO, CGDV

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

CGDV1.24%$124

NETG0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

NETG$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NETG, DGRO, CGDV

Today

28.2%most shared, DGRO and CGDV

NETGDGROCGDV

NETG—[…][…]

DGRO[…]—28.2%

CGDV[…]28.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

NETGWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DGRONETG

+18.8%Year to date+23.1%

1.8%Yield0.0%

+22.9%Past year[…]

0.08%Fee0.75%

2–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026