Compare · 2 funds side by side · dividends reinvested

PKB and DGRO

PKBInvesco×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,005PKB · best of the two

02 / 04

PKB and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.3

Invesco Building & Construction ETFUnsorted0.57%0.20%−2.5%−4.4%+20.9%+12.5%−25.0%26.1%$245M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PKB 2005 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Building & Construction ETF · $245M$18,005

PKB

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

PKBMeasureDGRO

−2.5%Year to dateJan 1 → Nov 9+18.8%

−4.4%1 yearTotal return+22.9%

+20.9%3 years · per year$10,000 became $17,663 · $17,571+20.7%

+12.5%5 years · per year$10,000 became $18,027 · $17,131+11.4%

0.57%Expense ratio$57 · $8 a year on $10k · lower is better0.08%

0.20%Trailing 12-mo yield$20 · $184 a year on $10k1.84%

−25.0%Worst dropSmaller is better−6.5%

26.1%VolatilityLower is calmer10.3%

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

2–6DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PKB vs DGRO: Top 5 Holdings

Today

PKB

28.1%in top 5

DGRO

in top 515.1%

PKBStockDGRO

5.9%VMCnot top 5

5.7%CRHnot top 5

5.6%MLMnot top 5

5.5%JCInot top 5

5.4%AMRZnot top 5

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

Held in common0.6%

End-of-day Nov 9, 2026 · share of each fund

PKB vs DGRO Returns, Every Period

InvescoPKB

+12.5%

5 years, per year

DGROiShares

+11.4%

5 years, per year

PKBDGROFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PKB vs DGRO

YTD

InvescoPKB

−2.5%

DGROiShares

+18.8%

−2.5%Year to date+18.8%

−25.0%Worst drop · 1Y−6.5%

26.1%Volatility · 1Y10.3%

0.2%Yield1.8%

$245MAssets$44.7B

4–0DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PKB, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

PKB0.57%$57

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PKB, DGRO

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

PKB0.20%$20

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

PKB$20 − $57 = −$37

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PKB, DGRO

Today

0.6%most shared, PKB and DGRO

PKBDGRO

PKB—0.6%

DGRO0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

PKBWorst drop−25.0%26.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DGROPKB

+18.8%Year to date−2.5%

1.8%Yield0.2%

+22.9%Past year−4.4%

0.08%Fee0.57%

4–0DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026