ITDB vs DGRO

AITDB

BDGRO

Measures won3–2ITDB wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.93%ITDB · $193 on $10k

Smallest drop−5.7%ITDB · worst fall in 1Y

Held in common15.7%ITDB and DGRO

ITDB

DGRO

iShares LifePath Target Date 2030 ETF · $83MiShares Core Dividend Growth ETF · $45.5B

+13.5%3 years · per year$14,613 · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.93%12-mo yield$193 · $184 on $10k1.84%

−5.7%Worst dropSmaller wins−6.5%

8.3%VolatilityLower wins10.3%

3–2ITDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDB · DGRO

2.2%AAPL3.1%

1.8%MSFT3.1%

0.6%AVGO2.2%

0.5%LLY1.4%

Held in common15.7%

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	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.93%	+1.4%	+6.1%	+7.8%	+13.5%	new	−5.7%	$83M

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	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.93%	+1.4%	+6.1%	+7.8%	+13.5%	new	−5.7%	$83M

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

ITDB vs DGRO

ITDB

iShares LifePath Target Date 2030

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureITDBDGRO

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.93%1.84%

5 years, per year[…]+11.4%

3 years, per year+13.5%+20.7%

Worst drop · 1Y−5.7%−6.5%

Volatility · 1Y8.3%10.3%

3–2measures won
ITDB first

15.7%

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: ITDB, DGRO

Today

15.7%most shared, ITDB and DGRO

ITDBDGRO

ITDB—15.7%

DGRO15.7%—

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

Income After Fees on $10,000

$184most kept, ITDB

ITDB$193 − $9 = $184

DGRO$184 − $8 = $176

KeptFee

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