Compare · 2 funds side by side · dividends reinvested

SDVY and DGRO

SDVYFirst Trust×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

SDVY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.0

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%1.00%+10.4%+14.0%+17.8%+9.2%−9.5%14.6%$11.4B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SDVY 2017 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4B$15,561

SDVY

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,941

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

SDVYMeasureDGRO

+10.4%Year to dateJan 1 → Nov 5+17.2%

+14.0%1 yearTotal return+21.2%

+17.8%3 years · per year$10,000 became $16,335 · $17,770+21.1%

+9.2%5 years · per year$10,000 became $15,561 · $16,941+11.1%

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

1.00%Trailing 12-mo yield$100 · $186 a year on $10k1.86%

−9.5%Worst dropSmaller is better−6.5%

14.6%VolatilityLower is calmer10.2%

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

0–8DGRO wins

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

More Ways to See the Pairs

SDVY vs DGRO: Top 5 Holdings

Today

SDVY

5.4%in top 5

DGRO

in top 514.9%

SDVYStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%THGnot top 5

1.1%EXPEnot top 5

1.1%IPARnot top 5

Held in common4.0%

End-of-day Nov 5, 2026 · share of each fund

SDVY vs DGRO Returns, Every Period

First TrustSDVY

+9.2%

5 years, per year

DGROiShares

+11.1%

5 years, per year

SDVYDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SDVY vs DGRO

YTD

First TrustSDVY

+10.4%

DGROiShares

+17.2%

+10.4%Year to date+17.2%

−9.5%Worst drop · 1Y−6.5%

14.6%Volatility · 1Y10.2%

1.0%Yield1.9%

$11.4BAssets$44.9B

4–0DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SDVY0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SDVY, DGRO

1.86%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.86%$186

SDVY1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

SDVY$100 − $58 = $42

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SDVY, DGRO

Today

4.0%most shared, SDVY and DGRO

SDVYDGRO

SDVY—4.0%

DGRO4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

SDVYWorst drop−9.5%14.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DGROSDVY

+17.2%Year to date+10.4%

1.9%Yield1.0%

+21.2%Past year+14.0%

0.08%Fee0.58%

4–0DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026