Compare · 2 funds side by side · dividends reinvested

OEI and DGRO

OEICore Alternative×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

OEI 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%$44.9B1.4

Optimized Equity Income ETFIncome · Dividend stocks1.02%9.10%+8.8%+11.2%[…][…]−6.5%9.7%$53M1.5

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: OEI 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Optimized Equity Income ETF · $53M[…]

OEI

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 44.6% in common

OEIMeasureDGRO

+8.8%Year to dateJan 1 → Nov 5+17.2%

+11.2%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

1.02%Expense ratio$102 · $8 a year on $10k · lower is better0.08%

9.10%Trailing 12-mo yield$910 · $186 a year on $10k1.86%

−6.5%Worst dropSmaller is better−6.5%

9.7%VolatilityLower is calmer10.2%

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

2–3DGRO wins

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

More Ways to See the Pairs

OEI vs DGRO: Top 5 Holdings

Today

OEI

24.4%in top 5

DGRO

in top 514.9%

OEIStockDGRO

7.9%NVDAnot top 5

4.7%AAPL3.0%

4.7%MSFT3.2%

4.4%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.8%GOOGLnot top 5

Held in common44.6%

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

OEI vs DGRO Returns, Every Period

Core AlternativeOEI

+11.2%

past year

DGROiShares

+21.2%

past year

OEIDGROFaded: behind in that period

0–2DGRO wins

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

OEI vs DGRO

YTD

Core AlternativeOEI

+8.8%

DGROiShares

+17.2%

+8.8%Year to date+17.2%

−6.5%Worst drop · 1Y−6.5%

9.7%Volatility · 1Y10.2%

9.1%Yield1.9%

$53.3MAssets$44.9B

2–1OEI wins

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

Cost, Income and Risk

Fees: OEI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

OEI1.02%$102

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

Yields: OEI, DGRO

9.10%highest, OEI

FundTrailing yieldYield$10k

OEI9.10%$910

DGRO1.86%$186

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

Income After Fees on $10,000

$808most kept, OEI

OEI$910 − $102 = $808

DGRO$186 − $8 = $178

KeptFee

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

Overlap: OEI, DGRO

Today

44.6%most shared, OEI and DGRO

OEIDGRO

OEI—44.6%

DGRO44.6%—

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

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

OEIWorst drop−6.5%9.7% vol

DGROWorst drop−6.5%10.2% vol

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

Paid More vs Made More

YTD

OEIDGRO

+8.8%Year to date+17.2%

9.1%Yield1.9%

+11.2%Past year+21.2%

1.02%Fee0.08%

3–1DGRO 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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026