DIVD vs DGRO

ADIVD

BDGRO

Measures won2–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income2.68%DIVD · $268 on $10k

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

Held in common20.7%DIVD and DGRO

DIVD

DGRO

Altrius Global Dividend ETF · $28MiShares Core Dividend Growth ETF · $44.7B

+20.8%3 years · per year$17,624 · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

0.49%Expense ratio$49 · $8 on $10k · lower wins0.08%

2.68%12-mo yield$268 · $187 on $10k1.87%

−7.1%Worst dropSmaller wins−6.5%

11.5%VolatilityLower wins10.2%

2–3DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVD · DGRO

1.3%KO2.0%

1.3%PG2.5%

1.3%MRK1.8%

1.3%ABBV3.0%

Held in common20.7%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	ADIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.68%	−1.2%	+20.6%	+27.8%	+20.8%	new	−7.1%	$28M

End-of-day Nov 6, 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%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	ADIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.68%	−1.2%	+20.6%	+27.8%	+20.8%	new	−7.1%	$28M

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

DIVD vs DGRO

DIVD

Altrius Global Dividend

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureDIVDDGRO

Fee0.49%0.08%

Cost on $10k a year$49$8

Yield2.68%1.87%

5 years, per year[…]+11.0%

3 years, per year+20.8%+20.7%

Worst drop · 1Y−7.1%−6.5%

Volatility · 1Y11.5%10.2%

3–2measures won
DGRO first

20.7%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DIVD, DGRO

Today

20.7%most shared, DIVD and DGRO

DIVDDGRO

DIVD—20.7%

DGRO20.7%—

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

Income After Fees on $10,000

$219most kept, DIVD

DIVD$268 − $49 = $219

DGRO$187 − $8 = $179

KeptFee

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