DIVZ vs DGRO

ADIVZ

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · DIVZ $15,371

Lowest cost0.08%DGRO · $8 on $10k

Most income2.54%DIVZ · $254 on $10k

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

Held in common26.5%DIVZ and DGRO

DIVZ

DGRO

Polen Dividend Income ETF · $314MiShares Core Dividend Growth ETF · $45.1B

+17.6%3 years · per year$16,261 · $18,210+22.1%

+9.0%5 years · per year$15,371 · $17,027+11.2%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

2.54%12-mo yield$254 · $185 on $10k1.85%

−7.2%Worst dropSmaller wins−6.5%

9.8%VolatilityLower wins9.5%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · DGRO

3.2%XOM3.3%

3.9%ABBV3.0%

3.8%MSFT3.0%

4.8%JNJ2.8%

Held in common26.5%

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	BDGRO	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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.54%	−0.3%	+6.4%	+11.0%	+17.6%	+9.0%	−7.2%	$314M

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	BDGRO	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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.54%	−0.3%	+6.4%	+11.0%	+17.6%	+9.0%	−7.2%	$314M

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

DIVZ vs DGRO

DIVZ

Polen Dividend Income

$15,371

DGRO

iShares Core Dividend Growth

$17,027

MeasureDIVZDGRO

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield2.54%1.85%

5 years, per year+9.0%+11.2%

3 years, per year+17.6%+22.1%

Worst drop · 1Y−7.2%−6.5%

Volatility · 1Y9.8%9.5%

5–1measures won
DGRO first

26.5%

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: DIVZ, DGRO

Today

26.5%most shared, DIVZ and DGRO

DIVZDGRO

DIVZ—26.5%

DGRO26.5%—

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

Income After Fees on $10,000

$189most kept, DIVZ

DIVZ$254 − $65 = $189

DGRO$185 − $8 = $177

KeptFee

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