GDMA vs DGRO

AGDMA

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · GDMA $14,199

Lowest cost0.08%DGRO · $8 on $10k

Most income2.67%GDMA · $267 on $10k

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

Held in common5.4%GDMA and DGRO

GDMA

DGRO

Gadsden Dynamic Multi-Asset ETF · $191MiShares Core Dividend Growth ETF · $44.7B

+13.3%3 years · per year$14,532 · $17,571+20.7%

+7.3%5 years · per year$14,199 · $17,131+11.4%

0.75%Expense ratio$75 · $8 on $10k · lower wins0.08%

2.67%12-mo yield$267 · $184 on $10k1.84%

−10.0%Worst dropSmaller wins−6.5%

15.1%VolatilityLower wins10.3%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMA · DGRO

3.0%MSFT3.1%

0.7%ABT1.0%

0.8%SYK0.3%

0.3%PG2.5%

Held in common5.4%

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%	$44.7B
2	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.67%	+1.7%	+4.6%	+7.3%	+13.3%	+7.3%	−10.0%	$191M

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%	$44.7B
2	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.67%	+1.7%	+4.6%	+7.3%	+13.3%	+7.3%	−10.0%	$191M

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

GDMA vs DGRO

GDMA

Gadsden Dynamic Multi-Asset

$14,199

DGRO

iShares Core Dividend Growth

$17,131

MeasureGDMADGRO

Fee0.75%0.08%

Cost on $10k a year$75$8

Yield2.67%1.84%

5 years, per year+7.3%+11.4%

3 years, per year+13.3%+20.7%

Worst drop · 1Y−10.0%−6.5%

Volatility · 1Y15.1%10.3%

5–1measures won
DGRO first

5.4%

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%

$120BAssets$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%

$44.7BAssets$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: GDMA, DGRO

Today

5.4%most shared, GDMA and DGRO

GDMADGRO

GDMA—5.4%

DGRO5.4%—

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

Income After Fees on $10,000

$192most kept, GDMA

GDMA$267 − $75 = $192

DGRO$184 − $8 = $176

KeptFee

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