Compare · 3 funds side by side · dividends reinvested

SSUS, CGDV and DGRO

SSUSDay Hagan×CGDVCapital Group×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,573DGRO · best of the three

02 / 04

SSUS, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+15.7%+15.3%+20.2%+10.3%−9.0%13.7%$600M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SSUS 2020 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $600M$16,343

SSUS

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

SSUSMeasureCGDV

+15.7%Year to dateJan 1 → Nov 4+14.6%

+15.3%1 yearTotal return+17.5%

+20.2%3 years · per year$10,000 became $17,386 · $20,044+26.1%

+10.3%5 years · per year$10,000 became $16,343 · […][…]

0.77%Expense ratio$77 · $33 a year on $10k · lower is better0.33%

0.45%Trailing 12-mo yield$45 · $122 a year on $10k1.22%

−9.0%Worst dropSmaller is better−9.7%

13.7%VolatilityLower is calmer12.6%

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

2–5CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSUS vs CGDV: Top 5 Holdings

Today

SSUS

73.5%in top 5

CGDV

in top 524.4%

SSUSStockCGDV

32.7%XLKnot top 5

11.0%XLFnot top 5

10.6%XLInot top 5

9.9%XLVnot top 5

9.2%XLYnot top 5

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common10.4%

End-of-day Nov 4, 2026 · share of each fund

SSUS vs CGDV Returns, Every Period

Day HaganSSUS

+15.3%

past year

CGDVCapital Group

+17.5%

past year

SSUSCGDVFaded: behind in that period

1–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SSUS vs DGRO

YTD

Day HaganSSUS

+15.7%

DGROiShares

+20.6%

+15.7%Year to date+20.6%

−9.0%Worst drop · 1Y−6.5%

13.7%Volatility · 1Y9.7%

0.4%Yield1.8%

$600MAssets$46.1B

4–0DGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSUS, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

SSUS0.77%$77

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SSUS, CGDV, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

CGDV1.22%$122

SSUS0.45%$45

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

CGDV$122 − $33 = $89

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SSUS, CGDV, DGRO

Today

28.5%most shared, CGDV and DGRO

SSUSCGDVDGRO

SSUS—10.4%5.1%

CGDV10.4%—28.5%

DGRO5.1%28.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

CGDVWorst drop−9.7%12.6% vol

SSUSWorst drop−9.0%13.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DGROSSUS

+20.6%Year to date+15.7%

1.8%Yield0.4%

+24.5%Past year+15.3%

0.08%Fee0.77%

4–0DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026