FDRR vs DGRO

AFDRR

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,473FDRR · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income2.10%FDRR · $210 on $10k

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

Held in common38.3%FDRR and DGRO

FDRR

DGRO

Fidelity Dividend ETF for Rising Rates · $762MiShares Core Dividend Growth ETF · $44.7B

+22.3%3 years · per year$18,309 · $17,593+20.7%

+11.8%5 years · per year$17,473 · $16,835+11.0%

0.15%Expense ratio$15 · $8 on $10k · lower wins0.08%

2.10%12-mo yield$210 · $187 on $10k1.87%

−8.5%Worst dropSmaller wins−6.5%

12.1%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · DGRO

7.1%MSFT3.2%

8.7%AAPL3.1%

2.9%AVGO2.2%

2.1%JPM2.7%

Held in common38.3%

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	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

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	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

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

FDRR vs DGRO

FDRR

Fidelity Dividend ETF for Rising Rates

$17,473

DGRO

iShares Core Dividend Growth

$16,835

MeasureFDRRDGRO

Fee0.15%0.08%

Cost on $10k a year$15$8

Yield2.10%1.87%

5 years, per year+11.8%+11.0%

3 years, per year+22.3%+20.7%

Worst drop · 1Y−8.5%−6.5%

Volatility · 1Y12.1%10.2%

3–3measures won
level

38.3%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDRR, DGRO

Today

38.3%most shared, FDRR and DGRO

FDRRDGRO

FDRR—38.3%

DGRO38.3%—

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

Income After Fees on $10,000

$195most kept, FDRR

FDRR$210 − $15 = $195

DGRO$187 − $8 = $179

KeptFee

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