INCE vs DGRO

AINCE

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · INCE $16,521

Lowest cost0.08%DGRO · $8 on $10k

Most income5.01%INCE · $501 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common27.4%INCE and DGRO

INCE

DGRO

Franklin Income Equity Focus ETF · $366MiShares Core Dividend Growth ETF · $45.5B

+18.0%3 years · per year$16,410 · $17,571+20.7%

+10.6%5 years · per year$16,521 · $17,131+11.4%

0.29%Expense ratio$29 · $8 on $10k · lower wins0.08%

5.01%12-mo yield$501 · $184 on $10k1.84%

−5.0%Worst dropSmaller wins−6.5%

8.5%VolatilityLower wins10.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · DGRO

2.9%PG2.5%

2.6%PEP1.8%

1.8%JPM2.7%

1.7%KO2.0%

Held in common27.4%

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%	$45.5B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.01%	+1.5%	+17.1%	+23.0%	+18.0%	+10.6%	−5.0%	$366M

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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.01%	+1.5%	+17.1%	+23.0%	+18.0%	+10.6%	−5.0%	$366M

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

INCE vs DGRO

INCE

Franklin Income Equity Focus

$16,521

DGRO

iShares Core Dividend Growth

$17,131

MeasureINCEDGRO

Fee0.29%0.08%

Cost on $10k a year$29$8

Yield5.01%1.84%

5 years, per year+10.6%+11.4%

3 years, per year+18.0%+20.7%

Worst drop · 1Y−5.0%−6.5%

Volatility · 1Y8.5%10.3%

3–3measures won
level

27.4%

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%

$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: INCE, DGRO

Today

27.4%most shared, INCE and DGRO

INCEDGRO

INCE—27.4%

DGRO27.4%—

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

Income After Fees on $10,000

$472most kept, INCE

INCE$501 − $29 = $472

DGRO$184 − $8 = $176

KeptFee

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