Compare · 2 funds side by side · dividends reinvested

WEEL and DGRO

WEELPeerless×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941DGRO · best of the two

02 / 04

WEEL and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.1

Peerless Option Income Wheel ETFIncome · Dividend stocks1.24%13.20%+5.5%+8.5%[…][…]−6.8%10.6%$49M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: WEEL 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Peerless Option Income Wheel ETF · $49M[…]

WEEL

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WEELMeasureDGRO

+5.5%Year to dateJan 1 → Nov 5+17.2%

+8.5%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

1.24%Expense ratio$124 · $8 a year on $10k · lower is better0.08%

13.20%Trailing 12-mo yield$1,320 · $186 a year on $10k1.86%

−6.8%Worst dropSmaller is better−6.5%

10.6%VolatilityLower is calmer10.2%

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

1–5DGRO wins

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

More Ways to See the Pairs

WEEL vs DGRO: Top 5 Holdings

Today

WEEL

32.2%in top 5

DGRO

in top 514.9%

WEELStockDGRO

8.4%KREnot top 5

7.1%ARKKnot top 5

5.9%QQQnot top 5

5.6%KWEBnot top 5

5.2%GDXnot top 5

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

WEEL vs DGRO Returns, Every Period

PeerlessWEEL

+8.5%

past year

DGROiShares

+21.2%

past year

WEELDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WEEL vs DGRO

YTD

PeerlessWEEL

+5.5%

DGROiShares

+17.2%

+5.5%Year to date+17.2%

−6.8%Worst drop · 1Y−6.5%

10.6%Volatility · 1Y10.2%

13.2%Yield1.9%

$49.1MAssets$46.1B

3–1DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WEEL, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

WEEL1.24%$124

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WEEL, DGRO

13.20%highest, WEEL

FundTrailing yieldYield$10k

WEEL13.20%$1,320

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,196most kept, WEEL

WEEL$1,320 − $124 = $1,196

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WEEL, DGRO

Today

0.0%most shared, WEEL and DGRO

WEELDGRO

WEEL—0.0%

DGRO0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

WEELWorst drop−6.8%10.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WEELDGRO

+5.5%Year to date+17.2%

13.2%Yield1.9%

+8.5%Past year+21.2%

1.24%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026