GISC vs DGRO

AGISC

BDGRO

Measures won0–2DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.81%DGRO · $181 on $10k

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

Held in common0.1%GISC and DGRO

GISC

DGRO

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93MiShares Core Dividend Growth ETF · $45.1B

[…]3 years · per year[…] · $18,408+22.6%

[…]5 years · per year[…] · $17,573+11.9%

0.47%Expense ratio$47 · $8 on $10k · lower wins0.08%

1.48%12-mo yield$148 · $181 on $10k1.81%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins9.7%

0–2DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsGISC · DGRO

5.0%VMC0.1%

Held in common0.1%

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%	$45.1B
2	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk		0.47%	1.48%	−0.5%	new	new	new	new	[…]	$93M

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%	$45.1B
2	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk		0.47%	1.48%	−0.5%	new	new	new	new	[…]	$93M

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

GISC vs DGRO

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

DGRO

iShares Core Dividend Growth

$17,573

MeasureGISCDGRO

Fee0.47%0.08%

Cost on $10k a year$47$8

Yield1.48%1.81%

5 years, per year[…]+11.9%

3 years, per year[…]+22.6%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]9.7%

2–0measures won
DGRO first

0.1%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: GISC, DGRO

Today

0.1%most shared, GISC and DGRO

GISCDGRO

GISC—0.1%

DGRO0.1%—

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

GISC$148 − $47 = $101

KeptFee

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