DGRO vs GISC

ADGRO

BGISC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.1%DGRO and GISC

DGRO

GISC

iShares Core Dividend Growth ETF · $46.1BGuggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M

+22.6%3 years · per year$18,408 · […][…]

+11.9%5 years · per year$17,573 · […][…]

0.08%Expense ratio$8 · $47 on $10k · lower wins0.47%

1.81%12-mo yield$181 · $197 on $10k1.97%

−6.5%Worst dropSmaller wins[…]

9.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDGRO · GISC

0.1%VMC5.0%

Held in common0.1%

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

All Three

5Y3 funds

#
1	ADGRO	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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.5%	new	new	new	new	[…]	$93M

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

All Three

5Y3 funds

#
1	ADGRO	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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.5%	new	new	new	new	[…]	$93M

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

DGRO vs GISC

DGRO

iShares Core Dividend Growth

$17,573

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

MeasureDGROGISC

Fee0.08%0.47%

Cost on $10k a year$8$47

Yield1.81%1.97%

5 years, per year+11.9%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−6.5%[…]

Volatility · 1Y9.7%[…]

1–1measures won
level

0.1%

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: DGRO, GISC, SCHD

Today

21.0%most shared, DGRO and SCHD

DGROGISCSCHD

DGRO—0.1%21.0%

GISC0.1%—0.7%

SCHD21.0%0.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

GISC$197 − $47 = $150

KeptFee

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