Compare · 2 funds side by side · dividends reinvested

SIFI and DGRO

SIFIHarbor×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

SIFI 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%$46.1B1.4

Harbor Ares Systematic Multi-Sector Income ETFIncome · Dividend stocks0.50%6.57%+0.9%+2.3%+7.3%+2.4%−2.9%3.4%$23M1.6

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: SIFI 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Ares Systematic Multi-Sector Income ETF · $23M$11,277

SIFI

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested

SIFIMeasureDGRO

+0.9%Year to dateJan 1 → Nov 5+17.2%

+2.3%1 yearTotal return+21.2%

+7.3%3 years · per year$10,000 became $12,356 · $17,770+21.1%

+2.4%5 years · per year$10,000 became $11,277 · $16,941+11.1%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

6.57%Trailing 12-mo yield$657 · $186 a year on $10k1.86%

−2.9%Worst dropSmaller is better−6.5%

3.4%VolatilityLower is calmer10.2%

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

3–5DGRO wins

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

More Ways to See the Pairs

SIFI vs DGRO: Top 5 Holdings

Today

SIFI

[…]in top 5

DGRO

in top 514.9%

SIFIStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common[…]

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

SIFI vs DGRO Returns, Every Period

HarborSIFI

+2.4%

5 years, per year

DGROiShares

+11.1%

5 years, per year

SIFIDGROFaded: behind in that period

0–4DGRO wins

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

SIFI vs DGRO

YTD

HarborSIFI

+0.9%

DGROiShares

+17.2%

+0.9%Year to date+17.2%

−2.9%Worst drop · 1Y−6.5%

3.4%Volatility · 1Y10.2%

6.6%Yield1.9%

$23.3MAssets$46.1B

3–1SIFI wins

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

Cost, Income and Risk

Fees: SIFI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SIFI0.50%$50

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

Yields: SIFI, DGRO

6.57%highest, SIFI

FundTrailing yieldYield$10k

SIFI6.57%$657

DGRO1.86%$186

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

Income After Fees on $10,000

$607most kept, SIFI

SIFI$657 − $50 = $607

DGRO$186 − $8 = $178

KeptFee

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

Overlap: SIFI, DGRO

Today

[…]holdings […]

SIFIDGRO

SIFI—[…]

DGRO[…]—

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

SIFIWorst drop−2.9%3.4% vol

DGROWorst drop−6.5%10.2% vol

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

Paid More vs Made More

YTD

SIFIDGRO

+0.9%Year to date+17.2%

6.6%Yield1.9%

+2.3%Past year+21.2%

0.50%Fee0.08%

3–1DGRO 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026