GPTY vs DGRO

AGPTY

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income44.90%GPTY · $4,490 on $10k

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

Held in common10.6%GPTY and DGRO

GPTY

DGRO

YieldMax AI & Tech Portfolio Option Income ETF · $117MiShares Core Dividend Growth ETF · $44.7B

[…]3 years · per year[…] · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

1.06%Expense ratio$106 · $8 on $10k · lower wins0.08%

44.90%12-mo yield$4,490 · $187 on $10k1.87%

−23.1%Worst dropSmaller wins−6.5%

30.0%VolatilityLower wins10.2%

1–3DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsGPTY · DGRO

8.4%MSFT3.2%

8.4%AAPL3.1%

5.2%AVGO2.2%

2.5%CSCO1.3%

Held in common10.6%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk		1.06%	44.90%	+3.0%	+9.5%	+3.6%	new	new	−23.1%	$117M

End-of-day Nov 6, 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%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk		1.06%	44.90%	+3.0%	+9.5%	+3.6%	new	new	−23.1%	$117M

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

GPTY vs DGRO

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureGPTYDGRO

Fee1.06%0.08%

Cost on $10k a year$106$8

Yield44.90%1.87%

5 years, per year[…]+11.0%

3 years, per year[…]+20.7%

Worst drop · 1Y−23.1%−6.5%

Volatility · 1Y30.0%10.2%

3–1measures won
DGRO first

10.6%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GPTY, DGRO

Today

10.6%most shared, GPTY and DGRO

GPTYDGRO

GPTY—10.6%

DGRO10.6%—

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

Income After Fees on $10,000

$4,384most kept, GPTY

GPTY$4,490 − $106 = $4,384

DGRO$187 − $8 = $179

KeptFee

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