DGRO vs SCHD

ADGRO

BSCHD

Measures won4–2DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common21.0%DGRO and SCHD

DGRO

SCHD

iShares Core Dividend Growth ETF · $45.1BSchwab U.S. Dividend Equity ETF · $121B

+22.1%3 years · per year$18,210 · $17,784+21.2%

+11.2%5 years · per year$17,027 · $16,352+10.3%

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

1.85%12-mo yield$185 · $297 on $10k2.97%

−6.5%Worst dropSmaller wins−6.9%

9.5%VolatilityLower wins11.4%

4–2DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRO · SCHD

2.4%PG4.3%

2.1%HD4.2%

1.9%KO4.2%

1.9%UNH3.9%

Held in common21.0%

End-of-day Nov 3, 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	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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

$17,027

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDGROSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.85%2.97%

5 years, per year+11.2%+10.3%

3 years, per year+22.1%+21.2%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y9.5%11.4%

4–2measures won
DGRO first

21.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DGRO, SCHD

Today

21.0%most shared, DGRO and SCHD

DGROSCHD

DGRO—21.0%

SCHD21.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee