CSHP vs DGRO

ACSHP

BDGRO

Measures won3–1CSHP wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income3.96%CSHP · $396 on $10k

Smallest drop−0.7%CSHP · worst fall in 1Y

Held in common18.1%CSHP and DGRO

CSHP

DGRO

iShares Dynamic Short-Term Active ETF · $379MiShares Core Dividend Growth ETF · $44.7B

[…]3 years · per year[…] · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

0.20%Expense ratio$20 · $8 on $10k · lower wins0.08%

3.96%12-mo yield$396 · $184 on $10k1.84%

−0.7%Worst dropSmaller wins−6.5%

1.9%VolatilityLower wins10.3%

3–1CSHP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSHP · DGRO

2.7%AAPL3.1%

2.1%MSFT3.1%

0.8%AVGO2.2%

0.6%LLY1.4%

Held in common18.1%

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.4%	+4.0%	new	new	−0.7%	$379M

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.4%	+4.0%	new	new	−0.7%	$379M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSHP vs DGRO

CSHP

iShares Dynamic Short-Term Active

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureCSHPDGRO

Fee0.20%0.08%

Cost on $10k a year$20$8

Yield3.96%1.84%

5 years, per year[…]+11.4%

3 years, per year[…]+20.7%

Worst drop · 1Y−0.7%−6.5%

Volatility · 1Y1.9%10.3%

3–1measures won
CSHP first

18.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CSHP, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

CSHPDGROSCHD

CSHP—18.1%2.9%

DGRO18.1%—21.3%

SCHD2.9%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee