AMAX vs DGRO

AAMAX

BDGRO

Measures won1–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income12.58%AMAX · $1,258 on $10k

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

Held in common0.0%AMAX and DGRO

AMAX

DGRO

Adaptive Hedged Multi-Asset Income ETF · $72MiShares Core Dividend Growth ETF · $45.1B

+10.1%3 years · per year$13,358 · $18,210+22.1%

[…]5 years · per year[…] · $17,027+11.2%

1.37%Expense ratio$137 · $8 on $10k · lower wins0.08%

12.58%12-mo yield$1,258 · $185 on $10k1.85%

−7.6%Worst dropSmaller wins−6.5%

12.4%VolatilityLower wins9.5%

1–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMAX · DGRO

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

Held in common0.0%

End-of-day Nov 3, 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%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk		1.37%	12.58%	+1.1%	+0.7%	−0.7%	+10.1%	new	−7.6%	$72M

End-of-day Nov 3, 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%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk		1.37%	12.58%	+1.1%	+0.7%	−0.7%	+10.1%	new	−7.6%	$72M

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

Cards for this view

AMAX vs DGRO

AMAX

Adaptive Hedged Multi-Asset Income

[…]

DGRO

iShares Core Dividend Growth

$17,027

MeasureAMAXDGRO

Fee1.37%0.08%

Cost on $10k a year$137$8

Yield12.58%1.85%

5 years, per year[…]+11.2%

3 years, per year+10.1%+22.1%

Worst drop · 1Y−7.6%−6.5%

Volatility · 1Y12.4%9.5%

4–1measures won
DGRO first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AMAX, DGRO

Today

0.0%most shared, AMAX and DGRO

AMAXDGRO

AMAX—0.0%

DGRO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,121most kept, AMAX

AMAX$1,258 − $137 = $1,121

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee