Compare · 2 funds side by side · dividends reinvested

RDIV and DGRO

RDIVInvesco×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,403RDIV · best of the two

02 / 04

RDIV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Ultra Dividend Revenue ETFIncome · Dividend stocks0.39%3.49%+20.5%+22.0%+25.6%+13.0%−10.7%13.2%$1.5B1.4

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: RDIV 2013 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Ultra Dividend Revenue ETF · $1.5B$18,403

RDIV

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

RDIVMeasureDGRO

+20.5%Year to dateJan 1 → Nov 3+18.0%

+22.0%1 yearTotal return+21.0%

+25.6%3 years · per year$10,000 became $19,802 · $18,210+22.1%

+13.0%5 years · per year$10,000 became $18,403 · $17,027+11.2%

0.39%Expense ratio$39 · $8 a year on $10k · lower is better0.08%

3.49%Trailing 12-mo yield$349 · $185 a year on $10k1.85%

−10.7%Worst dropSmaller is better−6.5%

13.2%VolatilityLower is calmer9.5%

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

5–3RDIV wins

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

More Ways to See the Pairs

RDIV vs DGRO: Top 5 Holdings

Today

RDIV

25.1%in top 5

DGRO

in top 515.2%

RDIVStockDGRO

5.2%CMCSAnot top 5

5.1%Fnot top 5

5.0%PEPnot top 5

4.9%BMYnot top 5

4.9%PRUnot top 5

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common2.0%

End-of-day Nov 3, 2026 · share of each fund

RDIV vs DGRO Returns, Every Period

InvescoRDIV

+13.0%

5 years, per year

DGROiShares

+11.2%

5 years, per year

RDIVDGROFaded: behind in that period

4–0RDIV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RDIV vs DGRO

YTD

InvescoRDIV

+20.5%

DGROiShares

+18.0%

+20.5%Year to date+18.0%

−10.7%Worst drop · 1Y−6.5%

13.2%Volatility · 1Y9.5%

3.5%Yield1.8%

$1.5BAssets$45.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RDIV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

RDIV0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RDIV, DGRO

3.49%highest, RDIV

FundTrailing yieldYield$10k

RDIV3.49%$349

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$310most kept, RDIV

RDIV$349 − $39 = $310

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RDIV, DGRO

Today

2.0%most shared, RDIV and DGRO

RDIVDGRO

RDIV—2.0%

DGRO2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.0%RDIV, at 13.2% volatility

DGROWorst drop−6.5%9.5% vol

RDIVWorst drop−10.7%13.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RDIVDGRO

+20.5%Year to date+18.0%

3.5%Yield1.8%

+22.0%Past year+21.0%

0.39%Fee0.08%

3–1RDIV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026