Compare · 2 funds side by side · dividends reinvested

UDI and DGRO

UDIUSCF×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

UDI 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%$45.1B1.3

USCF Dividend Income ETFIncome · Dividend stocks0.65%2.55%+20.2%+27.9%+22.5%[…]−6.5%10.0%$3M1.7

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: UDI 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

USCF Dividend Income ETF · $3M[…]

UDI

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

UDIMeasureDGRO

+20.2%Year to dateJan 1 → Nov 4+20.6%

+27.9%1 yearTotal return+24.5%

+22.5%3 years · per year$10,000 became $18,362 · $18,408+22.6%

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

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

2.55%Trailing 12-mo yield$255 · $181 a year on $10k1.81%

−6.5%Worst dropSmaller is better−6.5%

10.0%VolatilityLower is calmer9.7%

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

2–4DGRO wins

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

More Ways to See the Pairs

UDI vs DGRO: Top 5 Holdings

Today

UDI

17.3%in top 5

DGRO

in top 514.8%

UDIStockDGRO

3.6%0Y6X.Lnot top 5

3.6%JNJ2.7%

3.5%ABBV3.0%

3.5%EWBCnot top 5

not top 5XOM3.2%

3.2%LAMRnot top 5

not top 5MSFT3.0%

not top 5AAPL2.9%

Held in common17.2%

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

UDI vs DGRO Returns, Every Period

USCFUDI

+27.9%

past year

DGROiShares

+24.5%

past year

UDIDGROFaded: behind in that period

1–2DGRO wins

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

UDI vs DGRO

YTD

USCFUDI

+20.2%

DGROiShares

+20.6%

+20.2%Year to date+20.6%

−6.5%Worst drop · 1Y−6.5%

10.0%Volatility · 1Y9.7%

2.6%Yield1.8%

$3.2MAssets$45.1B

2–1DGRO wins

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

Cost, Income and Risk

Fees: UDI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

UDI0.65%$65

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

Yields: UDI, DGRO

2.55%highest, UDI

FundTrailing yieldYield$10k

UDI2.55%$255

DGRO1.81%$181

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

Income After Fees on $10,000

$190most kept, UDI

UDI$255 − $65 = $190

DGRO$181 − $8 = $173

KeptFee

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

Overlap: UDI, DGRO

Today

17.2%most shared, UDI and DGRO

UDIDGRO

UDI—17.2%

DGRO17.2%—

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

Return vs Bumpiness: 2 ETFs

+27.9%UDI, at 10.0% volatility

DGROWorst drop−6.5%9.7% vol

UDIWorst drop−6.5%10.0% vol

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

Paid More vs Made More

YTD

UDIDGRO

+20.2%Year to date+20.6%

2.6%Yield1.8%

+27.9%Past year+24.5%

0.65%Fee0.08%

2–2level

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