AIYY vs DGRO

AAIYY

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income106.74%AIYY · $10,674 on $10k

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

Held in common[…]AIYY and DGRO

AIYY

DGRO

YieldMax AI Option Income Strategy ETF · $46MiShares Core Dividend Growth ETF · $46.1B

[…]3 years · per year[…] · $18,408+22.6%

[…]5 years · per year[…] · $17,573+11.9%

0.99%Expense ratio$99 · $8 on $10k · lower wins0.08%

106.74%12-mo yield$10,674 · $181 on $10k1.81%

−51.3%Worst dropSmaller wins−6.5%

48.0%VolatilityLower wins9.7%

1–3DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIYY · DGRO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk		0.99%	106.74%	+3.1%	−26.7%	−40.9%	new	new	−51.3%	$46M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk		0.99%	106.74%	+3.1%	−26.7%	−40.9%	new	new	−51.3%	$46M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIYY vs DGRO

AIYY

YieldMax AI Option Income Strategy

[…]

DGRO

iShares Core Dividend Growth

$17,573

MeasureAIYYDGRO

Fee0.99%0.08%

Cost on $10k a year$99$8

Yield106.74%1.81%

5 years, per year[…]+11.9%

3 years, per year[…]+22.6%

Worst drop · 1Y−51.3%−6.5%

Volatility · 1Y48.0%9.7%

3–1measures won
DGRO first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AIYY, DGRO

Today

[…]holdings […]

AIYYDGRO

AIYY—[…]

DGRO[…]—

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

Income After Fees on $10,000

$10,575most kept, AIYY

AIYY$10,674 − $99 = $10,575

DGRO$181 − $8 = $173

KeptFee

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