CARY vs DGRO

ACARY

BDGRO

Measures won3–2CARY wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income5.93%CARY · $593 on $10k

Smallest drop−2.3%CARY · worst fall in 1Y

Held in common0.0%CARY and DGRO

CARY

DGRO

Angel Oak Income ETF · $1.4BiShares Core Dividend Growth ETF · $44.9B

+7.1%3 years · per year$12,289 · $17,770+21.1%

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

1.00%Expense ratio$100 · $8 on $10k · lower wins0.08%

5.93%12-mo yield$593 · $186 on $10k1.86%

−2.3%Worst dropSmaller wins−6.5%

2.1%VolatilityLower wins10.2%

3–2CARY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCARY · DGRO

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	ACARY	Angel Oak Income ETFRead Desk		1.00%	5.93%	0.0%	+2.2%	+3.2%	+7.1%	new	−2.3%	$1.4B

End-of-day Nov 5, 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%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	ACARY	Angel Oak Income ETFRead Desk		1.00%	5.93%	0.0%	+2.2%	+3.2%	+7.1%	new	−2.3%	$1.4B

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

CARY vs DGRO

CARY

Angel Oak Income

[…]

DGRO

iShares Core Dividend Growth

$16,941

MeasureCARYDGRO

Fee1.00%0.08%

Cost on $10k a year$100$8

Yield5.93%1.86%

5 years, per year[…]+11.1%

3 years, per year+7.1%+21.1%

Worst drop · 1Y−2.3%−6.5%

Volatility · 1Y2.1%10.2%

3–2measures won
CARY first

0.0%

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: CARY, DGRO

Today

0.0%most shared, CARY and DGRO

CARYDGRO

CARY—0.0%

DGRO0.0%—

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

Income After Fees on $10,000

$493most kept, CARY

CARY$593 − $100 = $493

DGRO$186 − $8 = $178

KeptFee

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