Compare · 3 funds side by side · dividends reinvested

PAPI, IVV and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

PAPI, IVV 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%$44.7B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$551M1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: PAPI 2023 · IVV 2000 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

IVVMeasureDGRO

+8.7%Year to dateJan 1 → Nov 6+16.6%

+9.8%1 yearTotal return+20.3%

+21.8%3 years · per year$10,000 became $18,084 · $17,593+20.7%

+11.4%5 years · per year$10,000 became $17,177 · $16,835+11.0%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.5%

13.6%VolatilityLower is calmer10.2%

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

3–5DGRO wins

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

More Ways to See the Pairs

IVV vs DGRO: Top 5 Holdings

Today

IVV

27.8%in top 5

DGRO

in top 515.0%

IVVStockDGRO

7.9%AAPL3.1%

6.9%NVDAnot top 5

6.3%MSFT3.2%

4.0%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.6%GOOGLnot top 5

Held in common44.0%

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

IVV vs DGRO Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DGROiShares

+11.0%

5 years, per year

IVVDGROFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+8.7%

PAPIEaton Vance

+17.3%

+8.7%Year to date+17.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y10.4%

1.1%Yield7.3%

$853BAssets$551M

4–0PAPI wins

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

Cost, Income and Risk

Fees: PAPI, IVV, DGRO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

PAPI0.29%$29

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

Yields: PAPI, IVV, DGRO

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

DGRO1.87%$187

IVV1.14%$114

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

KeptFee

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

Overlap: PAPI, IVV, DGRO

Today

44.0%most shared, IVV and DGRO

PAPIIVVDGRO

PAPI—17.5%21.7%

IVV17.5%—44.0%

DGRO21.7%44.0%—

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

Return vs Bumpiness: 3 ETFs

+21.3%PAPI, at 10.4% volatility

DGROWorst drop−6.5%10.2% vol

PAPIWorst drop−6.9%10.4% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PAPIDGRO

+17.3%Year to date+16.6%

7.3%Yield1.9%

+21.3%Past year+20.3%

0.29%Fee0.08%

3–1PAPI wins

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026