Compare · 2 funds side by side · dividends reinvested

SSO and DGRO

SSOProShares×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,267SSO · best of the two

02 / 04

SSO 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%$44.9B1.3

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.9%+11.8%+36.3%+14.0%−18.2%27.1%$6.9B1.8

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: SSO 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra S&P500 · $6.9B$19,267

SSO

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

SSOMeasureDGRO

+10.9%Year to dateJan 1 → Nov 6+16.6%

+11.8%1 yearTotal return+20.3%

+36.3%3 years · per year$10,000 became $25,327 · $17,593+20.7%

+14.0%5 years · per year$10,000 became $19,267 · $16,835+11.0%

0.88%Expense ratio$88 · $8 a year on $10k · lower is better0.08%

0.75%Trailing 12-mo yield$75 · $187 a year on $10k1.87%

−18.2%Worst dropSmaller is better−6.5%

27.1%VolatilityLower is calmer10.2%

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

2–6DGRO wins

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

More Ways to See the Pairs

SSO vs DGRO: Top 5 Holdings

Today

SSO

36.0%in top 5

DGRO

in top 515.0%

SSOStockDGRO

19.0%IQMMnot top 5

5.4%AAPL3.1%

4.7%NVDAnot top 5

4.2%MSFT3.2%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.7%AMZNnot top 5

Held in common32.5%

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

SSO vs DGRO Returns, Every Period

ProSharesSSO

+14.0%

5 years, per year

DGROiShares

+11.0%

5 years, per year

SSODGROFaded: behind in that period

2–2Level

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

Leveraged vs Income: SSO vs DGRO

YTD

ProSharesSSO

+10.9%

DGROiShares

+16.6%

+10.9%Year to date+16.6%

−18.2%Worst drop · 1Y−6.5%

27.1%Volatility · 1Y10.2%

0.7%Yield1.9%

$6.9BAssets$44.9B

4–0DGRO wins

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

Cost, Income and Risk

Fees: SSO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SSO0.88%$88

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

Yields: SSO, DGRO

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

SSO0.75%$75

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

SSO$75 − $88 = −$13

KeptFee

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

Overlap: SSO, DGRO

Today

32.5%most shared, SSO and DGRO

SSODGRO

SSO—32.5%

DGRO32.5%—

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

SSOWorst drop−18.2%27.1% vol

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

Paid More vs Made More

YTD

DGROSSO

+16.6%Year to date+10.9%

1.9%Yield0.7%

+20.3%Past year+11.8%

0.08%Fee0.88%

4–0DGRO 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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026