Compare · 2 funds side by side · dividends reinvested

NUDV and DGRO

NUDVNuveen×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

NUDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.4

Nuveen ESG DividendIncome · Dividend stocks0.26%2.17%+19.3%+24.4%+20.6%+10.1%−6.7%10.6%$56M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: NUDV 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

NUDVMeasureDGRO

+19.3%Year to dateJan 1 → Nov 5+17.2%

+24.4%1 yearTotal return+21.2%

+20.6%3 years · per year$10,000 became $17,539 · $17,770+21.1%

+10.1%5 years · per year$10,000 became $16,184 · $16,941+11.1%

0.26%Expense ratio$26 · $8 a year on $10k · lower is better0.08%

2.17%Trailing 12-mo yield$217 · $186 a year on $10k1.86%

−6.7%Worst dropSmaller is better−6.5%

10.6%VolatilityLower is calmer10.2%

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

3–5DGRO wins

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

More Ways to See the Pairs

NUDV vs DGRO: Top 5 Holdings

Today

NUDV

12.6%in top 5

DGRO

in top 514.9%

NUDVStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

2.4%ABBV3.0%

not top 5XOM3.0%

2.8%KOnot top 5

not top 5JNJ2.8%

2.6%MRKnot top 5

2.6%PGnot top 5

2.3%IBMnot top 5

Held in common27.4%

End-of-day Nov 5, 2026 · share of each fund

NUDV vs DGRO Returns, Every Period

NuveenNUDV

+10.1%

5 years, per year

DGROiShares

+11.1%

5 years, per year

NUDVDGROFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NUDV vs DGRO

YTD

NuveenNUDV

+19.3%

DGROiShares

+17.2%

+19.3%Year to date+17.2%

−6.7%Worst drop · 1Y−6.5%

10.6%Volatility · 1Y10.2%

2.2%Yield1.9%

$56.4MAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

NUDV0.26%$26

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NUDV, DGRO

2.17%highest, NUDV

FundTrailing yieldYield$10k

NUDV2.17%$217

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$191most kept, NUDV

NUDV$217 − $26 = $191

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NUDV, DGRO

Today

27.4%most shared, NUDV and DGRO

NUDVDGRO

NUDV—27.4%

DGRO27.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.4%NUDV, at 10.6% volatility

DGROWorst drop−6.5%10.2% vol

NUDVWorst drop−6.7%10.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NUDVDGRO

+19.3%Year to date+17.2%

2.2%Yield1.9%

+24.4%Past year+21.2%

0.26%Fee0.08%

3–1NUDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026