Compare · 2 funds side by side · dividends reinvested

PDBC and DGRO

PDBCInvesco×DGROiShares×

Versus in desk

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

02 / 04

PDBC 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%$44.7B1.4

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.71%+41.7%+43.6%+13.1%+10.9%−16.6%21.2%$7.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: PDBC 2014 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.6B$16,744

PDBC

DGRO

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

$10,000 five years ago, dividends reinvested

PDBCMeasureDGRO

+41.7%Year to dateJan 1 → Nov 6+16.6%

+43.6%1 yearTotal return+20.3%

+13.1%3 years · per year$10,000 became $14,450 · $17,593+20.7%

+10.9%5 years · per year$10,000 became $16,744 · $16,835+11.0%

0.74%Expense ratio$74 · $8 a year on $10k · lower is better0.08%

2.71%Trailing 12-mo yield$271 · $187 a year on $10k1.87%

−16.6%Worst dropSmaller is better−6.5%

21.2%VolatilityLower is calmer10.2%

PDBCDGRO 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

PDBC vs DGRO: Top 5 Holdings

Today

PDBC

[…]in top 5

DGRO

in top 515.0%

PDBCStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common[…]

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

PDBC vs DGRO Returns, Every Period

InvescoPDBC

+10.9%

5 years, per year

DGROiShares

+11.0%

5 years, per year

PDBCDGROFaded: behind in that period

2–2Level

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

Commodities vs Income: PDBC vs DGRO

YTD

InvescoPDBC

+41.7%

DGROiShares

+16.6%

+41.7%Year to date+16.6%

−16.6%Worst drop · 1Y−6.5%

21.2%Volatility · 1Y10.2%

2.7%Yield1.9%

$7.6BAssets$44.7B

2–2level

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

Cost, Income and Risk

Fees: PDBC, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

PDBC0.74%$74

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

Yields: PDBC, DGRO

2.71%highest, PDBC

FundTrailing yieldYield$10k

PDBC2.71%$271

DGRO1.87%$187

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

Income After Fees on $10,000

$197most kept, PDBC

PDBC$271 − $74 = $197

DGRO$187 − $8 = $179

KeptFee

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

Overlap: PDBC, DGRO

Today

[…]holdings […]

PDBCDGRO

PDBC—[…]

DGRO[…]—

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

Return vs Bumpiness: 2 ETFs

+43.6%PDBC, at 21.2% volatility

DGROWorst drop−6.5%10.2% vol

PDBCWorst drop−16.6%21.2% vol

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

Paid More vs Made More

YTD

PDBCDGRO

+41.7%Year to date+16.6%

2.7%Yield1.9%

+43.6%Past year+20.3%

0.74%Fee0.08%

3–1PDBC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026