Compare · 2 funds side by side · dividends reinvested

SRTY and DGRO

SRTYProShares×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,835DGRO · best of the two

02 / 04

SRTY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.1

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%5.57%−32.5%−35.2%−48.1%−28.1%−60.9%55.6%$76M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: SRTY 2010 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Short Russell2000 · $76M$1,925

SRTY

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

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

SRTYMeasureDGRO

−32.5%Year to dateJan 1 → Nov 6+16.6%

−35.2%1 yearTotal return+20.3%

−48.1%3 years · per year$10,000 became $1,395 · $17,593+20.7%

−28.1%5 years · per year$10,000 became $1,925 · $16,835+11.0%

1.10%Expense ratio$110 · $8 a year on $10k · lower is better0.08%

5.57%Trailing 12-mo yield$557 · $187 a year on $10k1.87%

−60.9%Worst dropSmaller is better−6.5%

55.6%VolatilityLower is calmer10.2%

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

1–7DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SRTY vs DGRO: Top 5 Holdings

Today

SRTY

55.9%in top 5

DGRO

in top 515.0%

SRTYStockDGRO

55.9%IQMMnot top 5

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SRTY vs DGRO Returns, Every Period

ProSharesSRTY

−28.1%

5 years, per year

DGROiShares

+11.0%

5 years, per year

SRTYDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SRTY vs DGRO

YTD

ProSharesSRTY

−32.5%

DGROiShares

+16.6%

−32.5%Year to date+16.6%

−60.9%Worst drop · 1Y−6.5%

55.6%Volatility · 1Y10.2%

5.6%Yield1.9%

$76.0MAssets$44.7B

3–1DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SRTY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SRTY1.10%$110

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SRTY, DGRO

5.57%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.57%$557

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$447most kept, SRTY

SRTY$557 − $110 = $447

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SRTY, DGRO

Today

0.0%most shared, SRTY and DGRO

SRTYDGRO

SRTY—0.0%

DGRO0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

SRTYWorst drop−60.9%55.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYDGRO

−32.5%Year to date+16.6%

5.6%Yield1.9%

−35.2%Past year+20.3%

1.10%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026