Compare · 2 funds side by side · dividends reinvested

RISR and DGRO

RISRFolioBeyond×DGROiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,570RISR · best of the two

02 / 04

RISR and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FolioBeyond Alternative Income and Interest Rate Hedge ETFIncome · Dividend stocks1.04%5.82%+7.4%+9.3%+9.3%+14.4%−1.9%5.3%$483M1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.5

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: RISR 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $483M$19,570

RISR

DGRO

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

$10,000 five years ago, dividends reinvested

RISRMeasureDGRO

+7.4%Year to dateJan 1 → Nov 3+18.0%

+9.3%1 yearTotal return+21.0%

+9.3%3 years · per year$10,000 became $13,040 · $18,210+22.1%

+14.4%5 years · per year$10,000 became $19,570 · $17,027+11.2%

1.04%Expense ratio$104 · $8 a year on $10k · lower is better0.08%

5.82%Trailing 12-mo yield$582 · $185 a year on $10k1.85%

−1.9%Worst dropSmaller is better−6.5%

5.3%VolatilityLower is calmer9.5%

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

4–4Level

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

More Ways to See the Pairs

RISR vs DGRO: Top 5 Holdings

Today

RISR

[…]in top 5

DGRO

in top 515.2%

RISRStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common[…]

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

RISR vs DGRO Returns, Every Period

FolioBeyondRISR

+14.4%

5 years, per year

DGROiShares

+11.2%

5 years, per year

RISRDGROFaded: behind in that period

1–3DGRO wins

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

RISR vs DGRO

YTD

FolioBeyondRISR

+7.4%

DGROiShares

+18.0%

+7.4%Year to date+18.0%

−1.9%Worst drop · 1Y−6.5%

5.3%Volatility · 1Y9.5%

5.8%Yield1.8%

$483MAssets$45.1B

3–1RISR wins

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

Cost, Income and Risk

Fees: RISR, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

RISR1.04%$104

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

Yields: RISR, DGRO

5.82%highest, RISR

FundTrailing yieldYield$10k

RISR5.82%$582

DGRO1.85%$185

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

Income After Fees on $10,000

$478most kept, RISR

RISR$582 − $104 = $478

DGRO$185 − $8 = $177

KeptFee

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

Overlap: RISR, DGRO

Today

[…]holdings […]

RISRDGRO

RISR—[…]

DGRO[…]—

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

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

RISRWorst drop−1.9%5.3% vol

DGROWorst drop−6.5%9.5% vol

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

Paid More vs Made More

YTD

RISRDGRO

+7.4%Year to date+18.0%

5.8%Yield1.8%

+9.3%Past year+21.0%

1.04%Fee0.08%

3–1DGRO 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