Compare · 2 funds side by side · dividends reinvested

SRET and DGRO

SRETGlobal X×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,027DGRO · best of the two

02 / 04

SRET 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%$45.1B1.1

Global X - SuperDividend REIT ETFIncome · Dividend stocks0.58%9.42%−1.0%+1.7%+12.5%+0.1%−15.5%12.5%$202M1.9

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: SRET 2015 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Global X - SuperDividend REIT ETF · $202M$10,070

SRET

DGRO

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

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

SRETMeasureDGRO

−1.0%Year to dateJan 1 → Nov 3+18.0%

+1.7%1 yearTotal return+21.0%

+12.5%3 years · per year$10,000 became $14,254 · $18,210+22.1%

+0.1%5 years · per year$10,000 became $10,070 · $17,027+11.2%

0.58%Expense ratio$58 · $8 a year on $10k · lower is better0.08%

9.42%Trailing 12-mo yield$942 · $185 a year on $10k1.85%

−15.5%Worst dropSmaller is better−6.5%

12.5%VolatilityLower is calmer9.5%

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

1–7DGRO wins

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

More Ways to See the Pairs

SRET vs DGRO: Top 5 Holdings

Today

SRET

24.1%in top 5

DGRO

in top 515.2%

SRETStockDGRO

6.1%APLEnot top 5

5.0%LTCnot top 5

4.4%HRnot top 5

4.4%OHInot top 5

4.3%EPRnot 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

SRET vs DGRO Returns, Every Period

Global XSRET

+0.1%

5 years, per year

DGROiShares

+11.2%

5 years, per year

SRETDGROFaded: behind in that period

0–4DGRO wins

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

SRET vs DGRO

YTD

Global XSRET

−1.0%

DGROiShares

+18.0%

−1.0%Year to date+18.0%

−15.5%Worst drop · 1Y−6.5%

12.5%Volatility · 1Y9.5%

9.4%Yield1.8%

$202MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: SRET, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SRET0.58%$58

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

Yields: SRET, DGRO

9.42%highest, SRET

FundTrailing yieldYield$10k

SRET9.42%$942

DGRO1.85%$185

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

Income After Fees on $10,000

$884most kept, SRET

SRET$942 − $58 = $884

DGRO$185 − $8 = $177

KeptFee

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

Overlap: SRET, DGRO

Today

0.0%most shared, SRET and DGRO

SRETDGRO

SRET—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

SRETWorst drop−15.5%12.5% vol

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

Paid More vs Made More

YTD

SRETDGRO

−1.0%Year to date+18.0%

9.4%Yield1.8%

+1.7%Past year+21.0%

0.58%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