Compare · 3 funds side by side · dividends reinvested

SHRT, DGRO and SCHD

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

02 / 04

SHRT, DGRO and SCHD, 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%$44.7B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−6.0%−1.6%[…][…]−19.6%14.4%$13M3.0

Rank among the three1st → 3rdFee, 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: SHRT 2008 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

SHRTMeasureDGRO

−6.0%Year to dateJan 1 → Nov 6+16.6%

−1.6%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%

1.35%Expense ratio$135 · $8 a year on $10k · lower is better0.08%

0.07%Trailing 12-mo yield$7 · $187 a year on $10k1.87%

−19.6%Worst dropSmaller is better−6.5%

14.4%VolatilityLower is calmer10.2%

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

0–6DGRO wins

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

More Ways to See the Pairs

SHRT vs DGRO: Top 5 Holdings

Today

SHRT

3.2%in top 5

DGRO

in top 515.0%

SHRTStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

0.7%XOM3.0%

not top 5JNJ2.8%

0.7%DDnot top 5

0.6%HONnot top 5

0.6%PTGXnot top 5

0.6%EQXnot top 5

Held in common4.1%

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

SHRT vs DGRO Returns, Every Period

GothamSHRT

−1.6%

past year

DGROiShares

+20.3%

past year

SHRTDGROFaded: behind in that period

0–2DGRO wins

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

Leveraged vs Income: SHRT vs SCHD

YTD

GothamSHRT

−6.0%

SCHDSchwab

+31.4%

−6.0%Year to date+31.4%

−19.6%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.7%

0.1%Yield3.0%

$13.2MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SHRT, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SHRT1.35%$135

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

Yields: SHRT, DGRO, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

SHRT0.07%$7

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

SHRT$7 − $135 = −$128

KeptFee

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

Overlap: SHRT, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

SHRTDGROSCHD

SHRT—4.1%1.9%

DGRO4.1%—21.3%

SCHD1.9%21.3%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

SHRTWorst drop−19.6%14.4% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026