SECR vs DGRO

ASECR

BDGRO

Measures won3–1SECR wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income6.46%SECR · $646 on $10k

Smallest drop−5.1%SECR · worst fall in 1Y

Held in common0.0%SECR and DGRO

SECR

DGRO

NYLI MacKay Securitized Income ETF · $164MiShares Core Dividend Growth ETF · $44.7B

[…]3 years · per year[…] · $17,593+20.7%

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

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

6.46%12-mo yield$646 · $187 on $10k1.87%

−5.1%Worst dropSmaller wins−6.5%

4.3%VolatilityLower wins10.2%

3–1SECR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSECR · DGRO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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	ASECR	NYLI MacKay Securitized Income ETFRead Desk		0.40%	6.46%	0.0%	0.0%	+0.6%	new	new	−5.1%	$164M

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	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	ASECR	NYLI MacKay Securitized Income ETFRead Desk		0.40%	6.46%	0.0%	0.0%	+0.6%	new	new	−5.1%	$164M

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

SECR vs DGRO

SECR

NYLI MacKay Securitized Income

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureSECRDGRO

Fee0.40%0.08%

Cost on $10k a year$40$8

Yield6.46%1.87%

5 years, per year[…]+11.0%

3 years, per year[…]+20.7%

Worst drop · 1Y−5.1%−6.5%

Volatility · 1Y4.3%10.2%

3–1measures won
SECR first

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SECR, DGRO

Today

0.0%most shared, SECR and DGRO

SECRDGRO

SECR—0.0%

DGRO0.0%—

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

Income After Fees on $10,000

$606most kept, SECR

SECR$646 − $40 = $606

DGRO$187 − $8 = $179

KeptFee

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