Compare · 2 funds side by side · dividends reinvested

SMIG and DGRO

SMIGBahl & Gaynor×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

SMIG 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%$45.1B1.0

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.7%+17.0%+16.4%+7.6%−8.5%11.4%$1.5B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMIG 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,428

SMIG

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

SMIGMeasureDGRO

+14.7%Year to dateJan 1 → Nov 4+20.6%

+17.0%1 yearTotal return+24.5%

+16.4%3 years · per year$10,000 became $15,778 · $18,408+22.6%

+7.6%5 years · per year$10,000 became $14,428 · $17,573+11.9%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

1.66%Trailing 12-mo yield$166 · $181 a year on $10k1.81%

−8.5%Worst dropSmaller is better−6.5%

11.4%VolatilityLower is calmer9.7%

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

0–8DGRO wins

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

More Ways to See the Pairs

SMIG vs DGRO: Top 5 Holdings

Today

SMIG

22.4%in top 5

DGRO

in top 514.8%

SMIGStockDGRO

4.8%SIMOnot top 5

4.7%TRGPnot top 5

4.6%VCTRnot top 5

4.3%SNAnot top 5

4.0%RGAnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common1.6%

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

SMIG vs DGRO Returns, Every Period

Bahl & GaynorSMIG

+7.6%

5 years, per year

DGROiShares

+11.9%

5 years, per year

SMIGDGROFaded: behind in that period

0–4DGRO wins

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

SMIG vs DGRO

YTD

Bahl & GaynorSMIG

+14.7%

DGROiShares

+20.6%

+14.7%Year to date+20.6%

−8.5%Worst drop · 1Y−6.5%

11.4%Volatility · 1Y9.7%

1.7%Yield1.8%

$1.5BAssets$45.1B

4–0DGRO wins

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

Cost, Income and Risk

Fees: SMIG, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SMIG0.60%$60

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

Yields: SMIG, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

SMIG1.66%$166

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

SMIG$166 − $60 = $106

KeptFee

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

Overlap: SMIG, DGRO

Today

1.6%most shared, SMIG and DGRO

SMIGDGRO

SMIG—1.6%

DGRO1.6%—

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

DGROWorst drop−6.5%9.7% vol

SMIGWorst drop−8.5%11.4% vol

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

Paid More vs Made More

YTD

DGROSMIG

+20.6%Year to date+14.7%

1.8%Yield1.7%

+24.5%Past year+17.0%

0.08%Fee0.60%

4–0DGRO 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