Compare · 2 funds side by side · dividends reinvested

USOY and DGRO

USOYDefiance×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

USOY 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

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.18%+58.0%+55.8%[…][…]−25.5%38.8%$78M1.5

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: USOY 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $78M[…]

USOY

DGRO

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

$10,000 five years ago, dividends reinvested

USOYMeasureDGRO

+58.0%Year to dateJan 1 → Nov 4+20.6%

+55.8%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%

1.12%Expense ratio$112 · $8 a year on $10k · lower is better0.08%

54.18%Trailing 12-mo yield$5,418 · $181 a year on $10k1.81%

−25.5%Worst dropSmaller is better−6.5%

38.8%VolatilityLower is calmer9.7%

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

3–3Level

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

More Ways to See the Pairs

USOY vs DGRO: Top 5 Holdings

Today

USOY

[…]in top 5

DGRO

in top 514.8%

USOYStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common[…]

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

USOY vs DGRO Returns, Every Period

DefianceUSOY

+55.8%

past year

DGROiShares

+24.5%

past year

USOYDGROFaded: behind in that period

2–0USOY wins

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

USOY vs DGRO

YTD

DefianceUSOY

+58.0%

DGROiShares

+20.6%

+58.0%Year to date+20.6%

−25.5%Worst drop · 1Y−6.5%

38.8%Volatility · 1Y9.7%

54.2%Yield1.8%

$78.2MAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: USOY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

USOY1.12%$112

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

Yields: USOY, DGRO

54.18%highest, USOY

FundTrailing yieldYield$10k

USOY54.18%$5,418

DGRO1.81%$181

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

Income After Fees on $10,000

$5,306most kept, USOY

USOY$5,418 − $112 = $5,306

DGRO$181 − $8 = $173

KeptFee

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

Overlap: USOY, DGRO

Today

[…]holdings […]

USOYDGRO

USOY—[…]

DGRO[…]—

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

Return vs Bumpiness: 2 ETFs

+55.8%USOY, at 38.8% volatility

DGROWorst drop−6.5%9.7% vol

USOYWorst drop−25.5%38.8% vol

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

Paid More vs Made More

YTD

USOYDGRO

+58.0%Year to date+20.6%

54.2%Yield1.8%

+55.8%Past year+24.5%

1.12%Fee0.08%

3–1USOY 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