QDEF vs DGRO

AQDEF

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,453QDEF · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income1.87%DGRO · $187 on $10k

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

Held in common35.0%QDEF and DGRO

QDEF

DGRO

Northern Trust Quality Dividend Defensive ETF · $537MiShares Core Dividend Growth ETF · $44.7B

+20.3%3 years · per year$17,398 · $17,593+20.7%

+11.8%5 years · per year$17,453 · $16,835+11.0%

0.40%Expense ratio$40 · $8 on $10k · lower wins0.08%

1.61%12-mo yield$161 · $187 on $10k1.87%

−7.0%Worst dropSmaller wins−6.5%

10.3%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsQDEF · DGRO

4.7%MSFT3.2%

9.3%AAPL3.1%

2.9%JNJ2.8%

2.2%PM2.2%

Held in common35.0%

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.61%	−0.3%	+10.2%	+12.6%	+20.3%	+11.8%	−7.0%	$537M
2	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

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.61%	−0.3%	+10.2%	+12.6%	+20.3%	+11.8%	−7.0%	$537M
2	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

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

QDEF vs DGRO

QDEF

Northern Trust Quality Dividend Defensive

$17,453

DGRO

iShares Core Dividend Growth

$16,835

MeasureQDEFDGRO

Fee0.40%0.08%

Cost on $10k a year$40$8

Yield1.61%1.87%

5 years, per year+11.8%+11.0%

3 years, per year+20.3%+20.7%

Worst drop · 1Y−7.0%−6.5%

Volatility · 1Y10.3%10.2%

5–1measures won
DGRO first

35.0%

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: QDEF, DGRO

Today

35.0%most shared, QDEF and DGRO

QDEFDGRO

QDEF—35.0%

DGRO35.0%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

QDEF$161 − $40 = $121

KeptFee

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