Compare · 3 funds side by side · dividends reinvested

RAM, CGDV and DGRO

RAMRoundhill×CGDVCapital Group×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

RAM, CGDV 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%$46.1B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.9

Roundhill T-REX 2X Long DRAM Daily Target ETFSingle-Stock Leverage1.50%0.00%[…][…][…][…][…][…]$342M3.0

Rank among the three1st → 3rdFee, 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: RAM 2026 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill T-REX 2X Long DRAM Daily Target ETF · $342M[…]

RAM

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RAMMeasureDGRO

[…]Year to dateJan 1 → Nov 5+17.2%

[…]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%

1.50%Expense ratio$150 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $186 a year on $10k1.86%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

0–2DGRO wins

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

More Ways to See the Pairs

RAM vs DGRO: Top 5 Holdings

Today

RAM

200.2%in top 5

DGRO

in top 514.9%

RAMStockDGRO

200.2%DRAMnot top 5

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common0.0%

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

RAM vs DGRO Returns, Every Period

RoundhillRAM

[…]

past year

DGROiShares

+21.2%

past year

Returns […]

RAMDGROFaded: behind in that period

0–0Level

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

Single-Stock Leverage vs Income: RAM vs DGRO

YTD

RoundhillRAM

[…]

DGROiShares

+17.2%

[…]Year to date+17.2%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y10.2%

0.0%Yield1.9%

$342MAssets$46.1B

1–0DGRO wins

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

Cost, Income and Risk

Fees: RAM, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

RAM1.50%$150

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

Yields: RAM, CGDV, DGRO

1.86%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.86%$186

CGDV1.27%$127

RAM0.00%$0

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

RAM$0 − $150 = −$150

KeptFee

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

Overlap: RAM, CGDV, DGRO

Today

28.5%most shared, CGDV and DGRO

RAMCGDVDGRO

RAM—0.0%0.0%

CGDV0.0%—28.5%

DGRO0.0%28.5%—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

CGDVWorst drop−9.7%13.4% vol

RAMWorst drop[…][…]

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

Paid More vs Made More

YTD

DGROCGDV

+17.2%Year to date+9.7%

1.9%Yield1.3%

+21.2%Past year+13.2%

0.08%Fee0.33%

4–0DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026