Compare · 2 funds side by side · dividends reinvested

SDVD and DGRO

SDVDFirst Trust×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

SDVD 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

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%9.17%+11.6%+14.2%+17.6%[…]−8.9%14.4%$919M1.9

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: SDVD 2023 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest SMID Rising Dividend Achievers Target Income ETF · $919M[…]

SDVD

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

SDVDMeasureDGRO

+11.6%Year to dateJan 1 → Nov 6+16.6%

+14.2%1 yearTotal return+20.3%

+17.6%3 years · per year$10,000 became $16,273 · $17,593+20.7%

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

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

9.17%Trailing 12-mo yield$917 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.5%

14.4%VolatilityLower is calmer10.2%

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

1–6DGRO wins

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

More Ways to See the Pairs

SDVD vs DGRO: Top 5 Holdings

Today

SDVD

5.5%in top 5

DGRO

in top 515.0%

SDVDStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

1.2%IPARnot top 5

1.1%THGnot top 5

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%AIZnot top 5

Held in common4.0%

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

SDVD vs DGRO Returns, Every Period

First TrustSDVD

+14.2%

past year

DGROiShares

+20.3%

past year

SDVDDGROFaded: behind in that period

0–3DGRO wins

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

SDVD vs DGRO

YTD

First TrustSDVD

+11.6%

DGROiShares

+16.6%

+11.6%Year to date+16.6%

−8.9%Worst drop · 1Y−6.5%

14.4%Volatility · 1Y10.2%

9.2%Yield1.9%

$919MAssets$44.9B

3–1DGRO wins

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

Cost, Income and Risk

Fees: SDVD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SDVD0.85%$85

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

Yields: SDVD, DGRO

9.17%highest, SDVD

FundTrailing yieldYield$10k

SDVD9.17%$917

DGRO1.87%$187

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

Income After Fees on $10,000

$832most kept, SDVD

SDVD$917 − $85 = $832

DGRO$187 − $8 = $179

KeptFee

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

Overlap: SDVD, DGRO

Today

4.0%most shared, SDVD and DGRO

SDVDDGRO

SDVD—4.0%

DGRO4.0%—

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

SDVDWorst drop−8.9%14.4% vol

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

Paid More vs Made More

YTD

SDVDDGRO

+11.6%Year to date+16.6%

9.2%Yield1.9%

+14.2%Past year+20.3%

0.85%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