Compare · 2 funds side by side · dividends reinvested

SIO and DGRO

SIOTouchstone×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

SIO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.4

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.5%+1.7%+8.0%[…]−3.6%4.0%$287M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SIO 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Touchstone Strategic Income ETF · $287M[…]

SIO

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SIOMeasureDGRO

+0.5%Year to dateJan 1 → Nov 4+20.6%

+1.7%1 yearTotal return+24.5%

+8.0%3 years · per year$10,000 became $12,587 · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.82%Expense ratio$82 · $8 a year on $10k · lower is better0.08%

7.00%Trailing 12-mo yield$700 · $181 a year on $10k1.81%

−3.6%Worst dropSmaller is better−6.5%

4.0%VolatilityLower is calmer9.7%

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

3–4DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIO vs DGRO: Top 5 Holdings

Today

SIO

1.1%in top 5

DGRO

in top 514.8%

SIOStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

0.3%USB-PRnot top 5

0.2%CFG-PEnot top 5

0.2%XELLLnot top 5

0.2%CMSDnot top 5

0.2%SWKnot top 5

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

SIO vs DGRO Returns, Every Period

TouchstoneSIO

+1.7%

past year

DGROiShares

+24.5%

past year

SIODGROFaded: behind in that period

0–3DGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SIO vs DGRO

YTD

TouchstoneSIO

+0.5%

DGROiShares

+20.6%

+0.5%Year to date+20.6%

−3.6%Worst drop · 1Y−6.5%

4.0%Volatility · 1Y9.7%

7.0%Yield1.8%

$287MAssets$45.1B

3–1SIO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SIO0.82%$82

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SIO, DGRO

7.00%highest, SIO

FundTrailing yieldYield$10k

SIO7.00%$700

DGRO1.81%$181

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SIO, DGRO

Today

0.9%most shared, SIO and DGRO

SIODGRO

SIO—0.9%

DGRO0.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

SIOWorst drop−3.6%4.0% vol

DGROWorst drop−6.5%9.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SIODGRO

+0.5%Year to date+20.6%

7.0%Yield1.8%

+1.7%Past year+24.5%

0.82%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026