DGRO vs SCHD

ADGRO

BSCHD

Measures won4–2DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common21.3%DGRO and SCHD

DGRO

SCHD

iShares Core Dividend Growth ETF · $44.9BSchwab U.S. Dividend Equity ETF · $120B

+20.7%3 years · per year$17,593 · $17,266+20.0%

+11.0%5 years · per year$16,835 · $16,267+10.2%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

1.87%12-mo yield$187 · $300 on $10k3.00%

−6.5%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.7%

4–2DGRO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDGRO · SCHD

2.5%PG4.5%

2.2%HD4.3%

2.0%KO4.3%

1.8%PEP4.0%

Held in common21.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DGRO vs SCHD

DGRO

iShares Core Dividend Growth

$16,835

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDGROSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.87%3.00%

5 years, per year+11.0%+10.2%

3 years, per year+20.7%+20.0%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y10.2%11.7%

4–2measures won
DGRO first

21.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: CSSD, SCHD, DGRO, BND

Today

21.3%most shared, SCHD and DGRO

CSSDSCHDDGROBND

CSSD—0.0%0.0%[…]

SCHD0.0%—21.3%[…]

DGRO0.0%21.3%—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee