CTIF vs DGRO

ACTIF

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,075DGRO · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income4.66%CTIF · $466 on $10k

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

Held in common13.0%CTIF and DGRO

EA Series Trust - Castellan Targeted Income ETF · $201MiShares Core Dividend Growth ETF · $45.7B

[…]3 years · per year[…] · $17,474+20.4%

[…]5 years · per year[…] · $17,075+11.3%

0.45%Expense ratio$45 · $8 on $10k · lower wins0.08%

4.66%12-mo yield$466 · $183 on $10k1.83%

Cards for this view

CTIF

EA Series Trust - Castellan Targeted Income

[…]

DGRO

iShares Core Dividend Growth

$17,075

MeasureCTIFDGRO

Fee0.45%0.08%

Cost on $10k a year$45$8

Yield4.66%1.83%

5 years, per year[…]+11.3%

3 years, per year[…]+20.4%

Worst drop · 1Y−9.5%−6.5%

Volatility · 1Y13.5%10.3%

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.66%	+0.3%	+13.5%	+14.2%	new	new	−9.5%	$201M

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.66%	+0.3%	+13.5%	+14.2%	new	new	−9.5%	$201M

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