Compare · 2 funds side by side · dividends reinvested

SDTY and DGRO

SDTYYieldMax×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

SDTY 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%$44.9B1.1

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$41M1.8

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: SDTY 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

SDTY

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested

SDTYMeasureDGRO

+8.6%Year to dateJan 1 → Nov 6+16.6%

+10.8%1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

1.08%Expense ratio$108 · $8 a year on $10k · lower is better0.08%

29.63%Trailing 12-mo yield$2,963 · $187 a year on $10k1.87%

−8.0%Worst dropSmaller is better−6.5%

12.6%VolatilityLower is calmer10.2%

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

1–5DGRO wins

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

More Ways to See the Pairs

SDTY vs DGRO: Top 5 Holdings

Today

SDTY

[…]in top 5

DGRO

in top 515.0%

SDTYStockDGRO

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

SDTY vs DGRO Returns, Every Period

YieldMaxSDTY

+10.8%

past year

DGROiShares

+20.3%

past year

SDTYDGROFaded: behind in that period

0–2DGRO wins

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

SDTY vs DGRO

YTD

YieldMaxSDTY

+8.6%

DGROiShares

+16.6%

+8.6%Year to date+16.6%

−8.0%Worst drop · 1Y−6.5%

12.6%Volatility · 1Y10.2%

29.6%Yield1.9%

$41.0MAssets$44.9B

3–1DGRO wins

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

Cost, Income and Risk

Fees: SDTY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SDTY1.08%$108

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

Yields: SDTY, DGRO

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

DGRO1.87%$187

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

DGRO$187 − $8 = $179

KeptFee

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

Overlap: SDTY, DGRO

Today

[…]holdings […]

SDTYDGRO

SDTY—[…]

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

SDTYWorst drop−8.0%12.6% vol

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

Paid More vs Made More

YTD

SDTYDGRO

+8.6%Year to date+16.6%

29.6%Yield1.9%

+10.8%Past year+20.3%

1.08%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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026