FWD vs DGRO

AFWD

BDGRO

Measures won1–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.84%DGRO · $184 on $10k

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

Held in common15.0%FWD and DGRO

FWD

DGRO

Alliance Bernstein - AB Disruptors ETF · $2.9BiShares Core Dividend Growth ETF · $45.5B

+31.2%3 years · per year$22,570 · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

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

0.10%12-mo yield$10 · $184 on $10k1.84%

−27.3%Worst dropSmaller wins−6.5%

31.3%VolatilityLower wins10.3%

1–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFWD · DGRO

3.6%MSFT3.1%

2.4%AVGO2.2%

1.8%MRK1.8%

2.4%LLY1.4%

Held in common15.0%

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+4.7%	+11.0%	+10.1%	+31.2%	new	−27.3%	$2.9B

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+4.7%	+11.0%	+10.1%	+31.2%	new	−27.3%	$2.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FWD vs DGRO

FWD

Alliance Bernstein - AB Disruptors

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureFWDDGRO

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield0.10%1.84%

5 years, per year[…]+11.4%

3 years, per year+31.2%+20.7%

Worst drop · 1Y−27.3%−6.5%

Volatility · 1Y31.3%10.3%

4–1measures won
DGRO first

15.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FWD, DGRO

Today

15.0%most shared, FWD and DGRO

FWDDGRO

FWD—15.0%

DGRO15.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

FWD$10 − $65 = −$55

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee