DFJ vs DGRO

ADFJ

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · DFJ $17,038

Lowest cost0.08%DGRO · $8 on $10k

Most income2.49%DFJ · $249 on $10k

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

Held in common0.0%DFJ and DGRO

DFJ

DGRO

WisdomTree Japan SmallCap Dividend Fund · $435MiShares Core Dividend Growth ETF · $46.1B

+20.9%3 years · per year$17,692 · $18,408+22.6%

+11.2%5 years · per year$17,038 · $17,573+11.9%

0.58%Expense ratio$58 · $8 on $10k · lower wins0.08%

2.49%12-mo yield$249 · $181 on $10k1.81%

−13.0%Worst dropSmaller wins−6.5%

17.5%VolatilityLower wins9.7%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFJ · DGRO

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

Held in common0.0%

End-of-day Nov 4, 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%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk		0.58%	2.49%	+0.8%	+16.8%	+25.2%	+20.9%	+11.2%	−13.0%	$435M

End-of-day Nov 4, 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%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk		0.58%	2.49%	+0.8%	+16.8%	+25.2%	+20.9%	+11.2%	−13.0%	$435M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFJ vs DGRO

DFJ

WisdomTree Japan SmallCap Dividend Fund

$17,038

DGRO

iShares Core Dividend Growth

$17,573

MeasureDFJDGRO

Fee0.58%0.08%

Cost on $10k a year$58$8

Yield2.49%1.81%

5 years, per year+11.2%+11.9%

3 years, per year+20.9%+22.6%

Worst drop · 1Y−13.0%−6.5%

Volatility · 1Y17.5%9.7%

5–1measures won
DGRO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFJ, DGRO

Today

0.0%most shared, DFJ and DGRO

DFJDGRO

DFJ—0.0%

DGRO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$191most kept, DFJ

DFJ$249 − $58 = $191

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee