IDEF vs DGRO

AIDEF

BDGRO

Measures won0–4DGRO 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 common5.0%IDEF and DGRO

IDEF

DGRO

iShares Defense Industrials Act · $3.6BiShares Core Dividend Growth ETF · $46.1B

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

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

0.55%Expense ratio$55 · $8 on $10k · lower wins0.08%

0.36%12-mo yield$36 · $181 on $10k1.81%

−19.2%Worst dropSmaller wins−6.5%

23.4%VolatilityLower wins9.7%

0–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDEF · DGRO

1.3%MSFT3.0%

7.4%RTX0.9%

5.4%LMT0.7%

0.5%AVGO2.5%

Held in common5.0%

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	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

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	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

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

IDEF vs DGRO

IDEF

iShares Defense Industrials Act

[…]

DGRO

iShares Core Dividend Growth

$17,573

MeasureIDEFDGRO

Fee0.55%0.08%

Cost on $10k a year$55$8

Yield0.36%1.81%

5 years, per year[…]+11.9%

3 years, per year[…]+22.6%

Worst drop · 1Y−19.2%−6.5%

Volatility · 1Y23.4%9.7%

4–0measures won
DGRO first

5.0%

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: IDEF, DGRO

Today

5.0%most shared, IDEF and DGRO

IDEFDGRO

IDEF—5.0%

DGRO5.0%—

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

IDEF$36 − $55 = −$19

KeptFee

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