Compare · 3 funds side by side · dividends reinvested

SDIV, DGRO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

SDIV, DGRO and SCHD, 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%$44.7B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.00%−0.0%+3.1%+12.8%−0.5%−11.8%13.4%$1.1B2.8

Rank among the three1st → 3rdFee, 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: SDIV 2011 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - SuperDividend ETF · $1.1B$9,751

SDIV

DGRO

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

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

SDIVMeasureDGRO

−0.0%Year to dateJan 1 → Nov 9+18.8%

+3.1%1 yearTotal return+22.9%

+12.8%3 years · per year$10,000 became $14,362 · $17,571+20.7%

−0.5%5 years · per year$10,000 became $9,751 · $17,131+11.4%

0.58%Expense ratio$58 · $8 a year on $10k · lower is better0.08%

10.00%Trailing 12-mo yield$1,000 · $184 a year on $10k1.84%

−11.8%Worst dropSmaller is better−6.5%

13.4%VolatilityLower is calmer10.3%

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

1–7DGRO wins

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

More Ways to See the Pairs

SDIV vs DGRO: Top 5 Holdings

Today

SDIV

8.8%in top 5

DGRO

in top 515.1%

SDIVStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

1.9%TFG-R.BKnot top 5

1.8%RHInot top 5

1.7%HAUTO.OLnot top 5

1.7%VAR.OLnot top 5

1.7%VCT.Lnot top 5

Held in common0.0%

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

SDIV vs DGRO Returns, Every Period

Global XSDIV

−0.5%

5 years, per year

DGROiShares

+11.4%

5 years, per year

SDIVDGROFaded: behind in that period

0–4DGRO wins

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

SDIV vs SCHD

YTD

Global XSDIV

−0.0%

SCHDSchwab

+33.2%

−0.0%Year to date+33.2%

−11.8%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

10.0%Yield3.0%

$1.1BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SDIV, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SDIV0.58%$58

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

Yields: SDIV, DGRO, SCHD

10.00%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.00%$1,000

SCHD2.96%$296

DGRO1.84%$184

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

Income After Fees on $10,000

$942most kept, SDIV

SDIV$1,000 − $58 = $942

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

KeptFee

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

Overlap: SDIV, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

SDIVDGROSCHD

SDIV—0.0%0.2%

DGRO0.0%—21.3%

SCHD0.2%21.3%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

SDIVWorst drop−11.8%13.4% vol

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

Paid More vs Made More

YTD

SDIVSCHD

−0.0%Year to date+33.2%

10.0%Yield3.0%

+3.1%Past year+39.1%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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