Compare · 2 funds side by side · dividends reinvested

PFM and DGRO

PFMInvesco×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

PFM and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.1

Invesco Dividend Achievers ETFIncome · Dividend stocks0.52%1.27%+16.7%+19.3%+20.5%+11.3%−7.1%9.6%$816M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFM 2005 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dividend Achievers ETF · $816M$17,084

PFM

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 66.8% in common

PFMMeasureDGRO

+16.7%Year to dateJan 1 → Nov 4+20.6%

+19.3%1 yearTotal return+24.5%

+20.5%3 years · per year$10,000 became $17,486 · $18,408+22.6%

+11.3%5 years · per year$10,000 became $17,084 · $17,573+11.9%

0.52%Expense ratio$52 · $8 a year on $10k · lower is better0.08%

1.27%Trailing 12-mo yield$127 · $181 a year on $10k1.81%

−7.1%Worst dropSmaller is better−6.5%

9.6%VolatilityLower is calmer9.7%

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

1–7DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFM vs DGRO: Top 5 Holdings

Today

PFM

19.7%in top 5

DGRO

in top 514.8%

PFMStockDGRO

4.6%LLYnot top 5

4.1%AAPL2.9%

4.0%MSFT3.0%

3.5%AVGOnot top 5

3.5%WMTnot top 5

not top 5XOM3.2%

not top 5ABBV3.0%

not top 5JNJ2.7%

Held in common66.8%

End-of-day Nov 4, 2026 · share of each fund

PFM vs DGRO Returns, Every Period

InvescoPFM

+11.3%

5 years, per year

DGROiShares

+11.9%

5 years, per year

PFMDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFM vs DGRO

YTD

InvescoPFM

+16.7%

DGROiShares

+20.6%

+16.7%Year to date+20.6%

−7.1%Worst drop · 1Y−6.5%

9.6%Volatility · 1Y9.7%

1.3%Yield1.8%

$816MAssets$45.1B

3–1DGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFM, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

PFM0.52%$52

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFM, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

PFM1.27%$127

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

PFM$127 − $52 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFM, DGRO

Today

66.8%most shared, PFM and DGRO

PFMDGRO

PFM—66.8%

DGRO66.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

PFMWorst drop−7.1%9.6% vol

DGROWorst drop−6.5%9.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DGROPFM

+20.6%Year to date+16.7%

1.8%Yield1.3%

+24.5%Past year+19.3%

0.08%Fee0.52%

4–0DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026