Compare · 2 funds side by side · dividends reinvested

SPYM and DGRO

SPYMSPDR×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

SPYM 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

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

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: SPYM 2005 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

SPYM

DGRO

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

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

SPYMMeasureDGRO

+8.4%Year to dateJan 1 → Nov 5+17.2%

+9.8%1 yearTotal return+21.2%

+22.1%3 years · per year$10,000 became $18,222 · $17,770+21.1%

+11.4%5 years · per year$10,000 became $17,164 · $16,941+11.1%

0.02%Expense ratio$2 · $8 a year on $10k · lower is better0.08%

1.06%Trailing 12-mo yield$106 · $186 a year on $10k1.86%

−8.9%Worst dropSmaller is better−6.5%

13.6%VolatilityLower is calmer10.2%

SPYMDGRO 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

SPYM vs DGRO: Top 5 Holdings

Today

SPYM

27.7%in top 5

DGRO

in top 514.9%

SPYMStockDGRO

7.7%AAPL3.0%

7.3%NVDAnot top 5

6.2%MSFT3.2%

3.9%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.6%GOOGLnot top 5

Held in common43.8%

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

SPYM vs DGRO Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

DGROiShares

+11.1%

5 years, per year

SPYMDGROFaded: behind in that period

2–2Level

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

Core vs Income: SPYM vs DGRO

YTD

SPDRSPYM

+8.4%

DGROiShares

+17.2%

+8.4%Year to date+17.2%

−8.9%Worst drop · 1Y−6.5%

13.6%Volatility · 1Y10.2%

1.1%Yield1.9%

$182BAssets$46.1B

4–0DGRO wins

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

Cost, Income and Risk

Fees: SPYM, DGRO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DGRO0.08%$8

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

Yields: SPYM, DGRO

1.86%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.86%$186

SPYM1.06%$106

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

SPYM$106 − $2 = $104

KeptFee

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

Overlap: SPYM, DGRO

Today

43.8%most shared, SPYM and DGRO

SPYMDGRO

SPYM—43.8%

DGRO43.8%—

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

DGROWorst drop−6.5%10.2% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DGROSPYM

+17.2%Year to date+8.4%

1.9%Yield1.1%

+21.2%Past year+9.8%

0.08%Fee0.02%

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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