FORH vs DGRO

AFORH

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.1%FORH and DGRO

FORH

DGRO

Formidable ETF · $17MiShares Core Dividend Growth ETF · $44.9B

+1.9%3 years · per year$10,578 · $17,593+20.7%

+0.1%5 years · per year$10,064 · $16,835+11.0%

1.19%Expense ratio$119 · $8 on $10k · lower wins0.08%

1.98%12-mo yield$198 · $187 on $10k1.87%

−15.3%Worst dropSmaller wins−6.5%

14.7%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFORH · DGRO

3.2%RGLD0.0%

1.1%MLI0.0%

1.6%NVT0.0%

Held in common0.1%

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$17M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$17M

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

FORH vs DGRO

FORH

Formidable

$10,064

DGRO

iShares Core Dividend Growth

$16,835

MeasureFORHDGRO

Fee1.19%0.08%

Cost on $10k a year$119$8

Yield1.98%1.87%

5 years, per year+0.1%+11.0%

3 years, per year+1.9%+20.7%

Worst drop · 1Y−15.3%−6.5%

Volatility · 1Y14.7%10.2%

5–1measures won
DGRO first

0.1%

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%

$44.9BAssets$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: FORH, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

FORHDGROSCHD

FORH—0.1%0.0%

DGRO0.1%—21.3%

SCHD0.0%21.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

FORH$198 − $119 = $79

KeptFee

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