Compare · 2 funds side by side · dividends reinvested

SDP and DGRO

SDPProShares×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,835DGRO · best of the two

02 / 04

SDP and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.1

ProShares - UltraShort UtilitiesLeveraged · 2x3.02%3.80%−4.2%+3.2%−22.4%−14.4%−22.8%31.6%$2M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: SDP 2007 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraShort Utilities · $2M$4,602

SDP

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested

SDPMeasureDGRO

−4.2%Year to dateJan 1 → Nov 6+16.6%

+3.2%1 yearTotal return+20.3%

−22.4%3 years · per year$10,000 became $4,666 · $17,593+20.7%

−14.4%5 years · per year$10,000 became $4,602 · $16,835+11.0%

3.02%Expense ratio$302 · $8 a year on $10k · lower is better0.08%

3.80%Trailing 12-mo yield$380 · $187 a year on $10k1.87%

−22.8%Worst dropSmaller is better−6.5%

31.6%VolatilityLower is calmer10.2%

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

1–7DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDP vs DGRO: Top 5 Holdings

Today

SDP

[…]in top 5

DGRO

in top 515.0%

SDPStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SDP vs DGRO Returns, Every Period

ProSharesSDP

−14.4%

5 years, per year

DGROiShares

+11.0%

5 years, per year

SDPDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SDP vs DGRO

YTD

ProSharesSDP

−4.2%

DGROiShares

+16.6%

−4.2%Year to date+16.6%

−22.8%Worst drop · 1Y−6.5%

31.6%Volatility · 1Y10.2%

3.8%Yield1.9%

$2.0MAssets$44.7B

3–1DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDP, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SDP3.02%$302

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SDP, DGRO

3.80%highest, SDP

FundTrailing yieldYield$10k

SDP3.80%$380

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

SDP$380 − $302 = $78

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SDP, DGRO

Today

[…]holdings […]

SDPDGRO

SDP—[…]

DGRO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

SDPWorst drop−22.8%31.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDPDGRO

−4.2%Year to date+16.6%

3.8%Yield1.9%

+3.2%Past year+20.3%

3.02%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026