Compare · 3 funds side by side · dividends reinvested

YRAM, DGRO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

YRAM, DGRO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%8.73%[…][…][…][…][…][…]$5M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: YRAM 2026 · DGRO 2014 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Memory and Storage Portfolio Option Income ETF · $5M[…]

YRAM

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

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

YRAMMeasureDGRO

[…]Year to dateJan 1 → Nov 6+16.6%

[…]1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

1.01%Expense ratio$101 · $8 a year on $10k · lower is better0.08%

8.73%Trailing 12-mo yield$873 · $187 a year on $10k1.87%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YRAM vs DGRO: Top 5 Holdings

Today

YRAM

33.9%in top 5

DGRO

in top 515.0%

YRAMStockDGRO

15.3%MUnot top 5

5.2%WDCnot top 5

4.9%STXnot top 5

4.5%SNDKnot top 5

4.0%Pnot top 5

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

YRAM vs DGRO Returns, Every Period

YieldMaxYRAM

[…]

past year

DGROiShares

+20.3%

past year

Returns […]

YRAMDGROFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

YRAM vs DGRO

YTD

YieldMaxYRAM

[…]

DGROiShares

+16.6%

[…]Year to date+16.6%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y10.2%

8.7%Yield1.9%

$5.2MAssets$44.7B

1–0YRAM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YRAM, DGRO, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

YRAM1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: YRAM, DGRO, IVV

8.73%highest, YRAM

FundTrailing yieldYield$10k

YRAM8.73%$873

DGRO1.87%$187

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$772most kept, YRAM

YRAM$873 − $101 = $772

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: YRAM, DGRO, IVV

Today

44.0%most shared, DGRO and IVV

YRAMDGROIVV

YRAM—0.0%1.7%

DGRO0.0%—44.0%

IVV1.7%44.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

IVVWorst drop−8.9%13.6% vol

YRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

YRAMDGRO

[…]Year to date+16.6%

8.7%Yield1.9%

[…]Past year+20.3%

1.01%Fee0.08%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026