Compare · 2 funds side by side · dividends reinvested

UDIV and DGRO

UDIVFranklin Templeton×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,424UDIV · best of the two

02 / 04

UDIV 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%$45.1B1.4

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.41%+16.8%+17.0%+26.8%+14.2%−8.4%13.1%$157M1.6

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: UDIV 2016 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Core Dividend Tilt Index ETF · $157M$19,424

UDIV

DGRO

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

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

UDIVMeasureDGRO

+16.8%Year to dateJan 1 → Nov 4+20.6%

+17.0%1 yearTotal return+24.5%

+26.8%3 years · per year$10,000 became $20,378 · $18,408+22.6%

+14.2%5 years · per year$10,000 became $19,424 · $17,573+11.9%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

1.41%Trailing 12-mo yield$141 · $181 a year on $10k1.81%

−8.4%Worst dropSmaller is better−6.5%

13.1%VolatilityLower is calmer9.7%

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

3–5DGRO wins

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

More Ways to See the Pairs

UDIV vs DGRO: Top 5 Holdings

Today

UDIV

26.9%in top 5

DGRO

in top 514.8%

UDIVStockDGRO

7.3%AAPL2.9%

7.1%NVDAnot top 5

6.1%MSFT3.0%

3.8%AMZNnot top 5

not top 5XOM3.2%

not top 5ABBV3.0%

not top 5JNJ2.7%

2.6%AVGOnot top 5

Held in common40.7%

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

UDIV vs DGRO Returns, Every Period

Franklin TempletonUDIV

+14.2%

5 years, per year

DGROiShares

+11.9%

5 years, per year

UDIVDGROFaded: behind in that period

2–2Level

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

UDIV vs DGRO

YTD

Franklin TempletonUDIV

+16.8%

DGROiShares

+20.6%

+16.8%Year to date+20.6%

−8.4%Worst drop · 1Y−6.5%

13.1%Volatility · 1Y9.7%

1.4%Yield1.8%

$157MAssets$45.1B

4–0DGRO wins

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

Cost, Income and Risk

Fees: UDIV, DGRO

Today

0.06%lowest, UDIV

FundExpense ratioFee$10k

UDIV0.06%$6

DGRO0.08%$8

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

Yields: UDIV, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

UDIV1.41%$141

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

UDIV$141 − $6 = $135

KeptFee

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

Overlap: UDIV, DGRO

Today

40.7%most shared, UDIV and DGRO

UDIVDGRO

UDIV—40.7%

DGRO40.7%—

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

UDIVWorst drop−8.4%13.1% vol

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

Paid More vs Made More

YTD

DGROUDIV

+20.6%Year to date+16.8%

1.8%Yield1.4%

+24.5%Past year+17.0%

0.08%Fee0.06%

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