Compare · 2 funds side by side · dividends reinvested

SWP and DGRO

SWPSWP Investment Management×DGROiShares×

Versus in desk

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

02 / 04

SWP 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%$45.1B1.1

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.43%+7.0%+8.6%[…][…]−10.0%12.3%$145M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SWP 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $145M[…]

SWP

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

SWPMeasureDGRO

+7.0%Year to dateJan 1 → Nov 4+20.6%

+8.6%1 yearTotal return+24.5%

[…]3 years · per year$10,000 became […] · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.99%Expense ratio$99 · $8 a year on $10k · lower is better0.08%

9.43%Trailing 12-mo yield$943 · $181 a year on $10k1.81%

−10.0%Worst dropSmaller is better−6.5%

12.3%VolatilityLower is calmer9.7%

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

1–5DGRO wins

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

More Ways to See the Pairs

SWP vs DGRO: Top 5 Holdings

Today

SWP

21.9%in top 5

DGRO

in top 514.8%

SWPStockDGRO

5.7%MSFT3.0%

4.7%AAPL2.9%

4.1%NVDAnot top 5

4.0%IBMnot top 5

3.5%AVGOnot top 5

not top 5XOM3.2%

not top 5ABBV3.0%

not top 5JNJ2.7%

Held in common29.1%

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

SWP vs DGRO Returns, Every Period

SWP Investment ManagementSWP

+8.6%

past year

DGROiShares

+24.5%

past year

SWPDGROFaded: behind in that period

0–2DGRO wins

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

SWP vs DGRO

YTD

SWP Investment ManagementSWP

+7.0%

DGROiShares

+20.6%

+7.0%Year to date+20.6%

−10.0%Worst drop · 1Y−6.5%

12.3%Volatility · 1Y9.7%

9.4%Yield1.8%

$145MAssets$45.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: SWP, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SWP0.99%$99

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

Yields: SWP, DGRO

9.43%highest, SWP

FundTrailing yieldYield$10k

SWP9.43%$943

DGRO1.81%$181

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

Income After Fees on $10,000

$844most kept, SWP

SWP$943 − $99 = $844

DGRO$181 − $8 = $173

KeptFee

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

Overlap: SWP, DGRO

Today

29.1%most shared, SWP and DGRO

SWPDGRO

SWP—29.1%

DGRO29.1%—

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

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

SWPWorst drop−10.0%12.3% vol

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

Paid More vs Made More

YTD

SWPDGRO

+7.0%Year to date+20.6%

9.4%Yield1.8%

+8.6%Past year+24.5%

0.99%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026