AFOS vs DGRO

AAFOS

BDGRO

Measures won0–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common8.6%AFOS and DGRO

AFOS

DGRO

ARS Focused Opportunity Strategy ETF · $269MiShares Core Dividend Growth ETF · $44.9B

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

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

0.46%Expense ratio$46 · $8 on $10k · lower wins0.08%

0.26%12-mo yield$26 · $186 on $10k1.86%

−16.5%Worst dropSmaller wins−6.5%

24.6%VolatilityLower wins10.2%

0–4DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFOS · DGRO

4.3%MSFT3.2%

2.6%AAPL3.0%

3.8%LLY1.5%

3.6%EOG0.5%

Held in common8.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.26%	−6.0%	+15.1%	+22.9%	new	new	−16.5%	$269M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.26%	−6.0%	+15.1%	+22.9%	new	new	−16.5%	$269M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFOS vs DGRO

AFOS

ARS Focused Opportunity Strategy

[…]

DGRO

iShares Core Dividend Growth

$16,941

MeasureAFOSDGRO

Fee0.46%0.08%

Cost on $10k a year$46$8

Yield0.26%1.86%

5 years, per year[…]+11.1%

3 years, per year[…]+21.1%

Worst drop · 1Y−16.5%−6.5%

Volatility · 1Y24.6%10.2%

4–0measures won
DGRO first

8.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AFOS, DGRO, SCHD

Today

21.1%most shared, DGRO and SCHD

AFOSDGROSCHD

AFOS—8.6%4.0%

DGRO8.6%—21.1%

SCHD4.0%21.1%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

AFOS$26 − $46 = −$20

KeptFee

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