RDIV vs DGRO

ARDIV

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income3.45%RDIV · $345 on $10k

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

Held in common2.1%RDIV and DGRO

RDIV

DGRO

Invesco S&P Ultra Dividend Revenue ETF · $1.5BiShares Core Dividend Growth ETF · $44.7B

+25.1%3 years · per year$19,584 · $17,593+20.7%

+13.7%5 years · per year$18,993 · $16,835+11.0%

0.39%Expense ratio$39 · $8 on $10k · lower wins0.08%

3.45%12-mo yield$345 · $187 on $10k1.87%

−10.7%Worst dropSmaller wins−6.5%

13.8%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · DGRO

5.0%PEP1.8%

0.4%BKH0.1%

0.7%HRB0.1%

2.5%MOS0.1%

Held in common2.1%

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
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

RDIV vs DGRO

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

DGRO

iShares Core Dividend Growth

$16,835

MeasureRDIVDGRO

Fee0.39%0.08%

Cost on $10k a year$39$8

Yield3.45%1.87%

5 years, per year+13.7%+11.0%

3 years, per year+25.1%+20.7%

Worst drop · 1Y−10.7%−6.5%

Volatility · 1Y13.8%10.2%

3–3measures won
level

2.1%

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: RDIV, DGRO

Today

2.1%most shared, RDIV and DGRO

RDIVDGRO

RDIV—2.1%

DGRO2.1%—

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

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

DGRO$187 − $8 = $179

KeptFee

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