Compare · 2 funds side by side · dividends reinvested

VUSG and DGRO

VUSGVanguard×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 / 03

VUSG 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%$46.1B1.0

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETFIncome · Dividend stocks0.35%0.02%+3.5%[…][…][…][…][…]$37M2.0

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: VUSG 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETF · $37M[…]

VUSG

DGRO

iShares Core Dividend Growth ETF · $46.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

VUSGMeasureDGRO

+3.5%Year to dateJan 1 → Nov 4+20.6%

[…]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%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

0.02%Trailing 12-mo yield$2 · $181 a year on $10k1.81%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer9.7%

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

0–3DGRO wins

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

More Ways to See the Pairs

VUSG vs DGRO: Top 5 Holdings

Today

VUSG

46.7%in top 5

DGRO

in top 514.8%

VUSGStockDGRO

17.2%NVDAnot top 5

12.0%GOOGLnot top 5

7.0%MSFT3.0%

5.3%MUnot top 5

5.1%AVGOnot top 5

not top 5XOM3.2%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common11.0%

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

VUSG vs DGRO Returns, Every Period

VanguardVUSG

[…]

past year

DGROiShares

+24.5%

past year

VUSGDGROFaded: behind in that period

0–1DGRO wins

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

VUSG vs DGRO

YTD

VanguardVUSG

+3.5%

DGROiShares

+20.6%

+3.5%Year to date+20.6%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y9.7%

0.0%Yield1.8%

$36.7MAssets$46.1B

2–0DGRO wins

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

Cost, Income and Risk

Fees: VUSG, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

VUSG0.35%$35

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

Yields: VUSG, DGRO

1.81%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.81%$181

VUSG0.02%$2

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

VUSG$2 − $35 = −$33

KeptFee

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

Overlap: VUSG, DGRO

Today

11.0%most shared, VUSG and DGRO

VUSGDGRO

VUSG—11.0%

DGRO11.0%—

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

VUSGWorst drop[…][…]

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

Paid More vs Made More

YTD

DGROVUSG

+20.6%Year to date+3.5%

1.8%Yield0.0%

+24.5%Past year[…]

0.08%Fee0.35%

3–0DGRO 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%

$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