ITDF vs DGRO

AITDF

BDGRO

Measures won0–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common26.5%ITDF and DGRO

ITDF

DGRO

iShares LifePath Target Date 2050 ETF · $98MiShares Core Dividend Growth ETF · $44.7B

+20.0%3 years · per year$17,270 · $17,593+20.7%

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

0.11%Expense ratio$11 · $8 on $10k · lower wins0.08%

1.52%12-mo yield$152 · $187 on $10k1.87%

−9.3%Worst dropSmaller wins−6.5%

13.7%VolatilityLower wins10.2%

0–5DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDF · DGRO

3.1%MSFT3.2%

3.9%AAPL3.1%

1.1%AVGO2.2%

0.9%LLY1.4%

Held in common26.5%

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M

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

ITDF vs DGRO

ITDF

iShares LifePath Target Date 2050

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureITDFDGRO

Fee0.11%0.08%

Cost on $10k a year$11$8

Yield1.52%1.87%

5 years, per year[…]+11.0%

3 years, per year+20.0%+20.7%

Worst drop · 1Y−9.3%−6.5%

Volatility · 1Y13.7%10.2%

5–0measures won
DGRO first

26.5%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ITDF, DGRO, SCHD

Today

26.5%most shared, ITDF and DGRO

ITDFDGROSCHD

ITDF—26.5%4.4%

DGRO26.5%—21.3%

SCHD4.4%21.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

ITDF$152 − $11 = $141

KeptFee

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