FPFD vs DGRO

AFPFD

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · FPFD $10,474

Lowest cost0.08%DGRO · $8 on $10k

Most income5.74%FPFD · $574 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common0.0%FPFD and DGRO

FPFD

DGRO

Fidelity Preferred Securities & Income ETF · $76MiShares Core Dividend Growth ETF · $46.1B

+7.6%3 years · per year$12,458 · $18,408+22.6%

+0.9%5 years · per year$10,475 · $17,573+11.9%

0.59%Expense ratio$59 · $8 on $10k · lower wins0.08%

5.74%12-mo yield$574 · $181 on $10k1.81%

−4.8%Worst dropSmaller wins−6.5%

3.3%VolatilityLower wins9.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPFD · DGRO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.74%	+0.6%	−1.4%	−1.4%	+7.6%	+0.9%	−4.8%	$76M

End-of-day Nov 4, 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%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.74%	+0.6%	−1.4%	−1.4%	+7.6%	+0.9%	−4.8%	$76M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPFD vs DGRO

FPFD

Fidelity Preferred Securities & Income

$10,475

DGRO

iShares Core Dividend Growth

$17,573

MeasureFPFDDGRO

Fee0.59%0.08%

Cost on $10k a year$59$8

Yield5.74%1.81%

5 years, per year+0.9%+11.9%

3 years, per year+7.6%+22.6%

Worst drop · 1Y−4.8%−6.5%

Volatility · 1Y3.3%9.7%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FPFD, DGRO

Today

0.0%most shared, FPFD and DGRO

FPFDDGRO

FPFD—0.0%

DGRO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$515most kept, FPFD

FPFD$574 − $59 = $515

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee