Compare · 3 funds side by side · dividends reinvested

SPY, DGRO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

SPY, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

SPYMeasureDGRO

+11.2%Year to dateJan 1 → Nov 9+18.8%

+13.5%1 yearTotal return+22.9%

+21.9%3 years · per year$10,000 became $18,118 · $17,571+20.7%

+11.8%5 years · per year$10,000 became $17,493 · $17,131+11.4%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

1.01%Trailing 12-mo yield$101 · $184 a year on $10k1.84%

−8.9%Worst dropSmaller is better−6.5%

13.7%VolatilityLower is calmer10.3%

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

2–6DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs DGRO: Top 5 Holdings

Today

SPY

27.8%in top 5

DGRO

in top 515.1%

SPYStockDGRO

7.9%AAPL3.1%

7.1%NVDAnot top 5

6.2%MSFT3.1%

4.0%AMZNnot top 5

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

2.6%GOOGLnot top 5

Held in common43.8%

End-of-day Nov 9, 2026 · share of each fund

SPY vs DGRO Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

DGROiShares

+11.4%

5 years, per year

SPYDGROFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs SCHD

YTD

SPDRSPY

+11.2%

SCHDSchwab

+33.2%

+11.2%Year to date+33.2%

−8.9%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.8%

1.0%Yield3.0%

$778BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, DGRO, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DGRO1.84%$184

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPY, DGRO, SCHD

Today

43.8%most shared, SPY and DGRO

SPYDGROSCHD

SPY—43.8%8.6%

DGRO43.8%—21.3%

SCHD8.6%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+33.2%Year to date+18.8%

3.0%Yield1.8%

+39.1%Past year+22.9%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026