Compare · 2 funds side by side · dividends reinvested

SPUC and DGRO

SPUCSimplify×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,324SPUC · best of the two

02 / 04

SPUC and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.4

Simplify US Equity Income ETFIncome · Dividend stocks0.53%15.37%+10.1%+7.6%+26.4%+11.6%−10.4%15.3%$259M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPUC 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity Income ETF · $259M$17,324

SPUC

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPUCMeasureDGRO

+10.1%Year to dateJan 1 → Nov 3+18.0%

+7.6%1 yearTotal return+21.0%

+26.4%3 years · per year$10,000 became $20,174 · $18,210+22.1%

+11.6%5 years · per year$10,000 became $17,324 · $17,027+11.2%

0.53%Expense ratio$53 · $8 a year on $10k · lower is better0.08%

15.37%Trailing 12-mo yield$1,537 · $185 a year on $10k1.85%

−10.4%Worst dropSmaller is better−6.5%

15.3%VolatilityLower is calmer9.5%

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

3–5DGRO wins

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

More Ways to See the Pairs

SPUC vs DGRO: Top 5 Holdings

Today

SPUC

99.8%in top 5

DGRO

in top 515.2%

SPUCStockDGRO

99.8%IVVnot top 5

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

SPUC vs DGRO Returns, Every Period

SimplifySPUC

+11.6%

5 years, per year

DGROiShares

+11.2%

5 years, per year

SPUCDGROFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPUC vs DGRO

YTD

SimplifySPUC

+10.1%

DGROiShares

+18.0%

+10.1%Year to date+18.0%

−10.4%Worst drop · 1Y−6.5%

15.3%Volatility · 1Y9.5%

15.4%Yield1.8%

$259MAssets$45.1B

3–1DGRO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPUC, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SPUC0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPUC, DGRO

15.37%highest, SPUC

FundTrailing yieldYield$10k

SPUC15.37%$1,537

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,484most kept, SPUC

SPUC$1,537 − $53 = $1,484

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPUC, DGRO

Today

0.0%most shared, SPUC and DGRO

SPUCDGRO

SPUC—0.0%

DGRO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

DGROWorst drop−6.5%9.5% vol

SPUCWorst drop−10.4%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPUCDGRO

+10.1%Year to date+18.0%

15.4%Yield1.8%

+7.6%Past year+21.0%

0.53%Fee0.08%

3–1DGRO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026