SHM vs DGRO

ASHM

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SHM $10,564

Lowest cost0.08%DGRO · $8 on $10k

Most income2.70%SHM · $270 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]SHM and DGRO

SHM

DGRO

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5BiShares Core Dividend Growth ETF · $44.7B

+3.4%3 years · per year$11,042 · $17,593+20.7%

+1.1%5 years · per year$10,564 · $16,835+11.0%

0.20%Expense ratio$20 · $8 on $10k · lower wins0.08%

2.70%12-mo yield$270 · $187 on $10k1.87%

−2.7%Worst dropSmaller wins−6.5%

1.8%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHM · DGRO

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

Held in common[…]

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	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B

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

SHM vs DGRO

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,564

DGRO

iShares Core Dividend Growth

$16,835

MeasureSHMDGRO

Fee0.20%0.08%

Cost on $10k a year$20$8

Yield2.70%1.87%

5 years, per year+1.1%+11.0%

3 years, per year+3.4%+20.7%

Worst drop · 1Y−2.7%−6.5%

Volatility · 1Y1.8%10.2%

3–3measures won
level

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: SHM, DGRO

Today

[…]holdings […]

SHMDGRO

SHM—[…]

DGRO[…]—

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

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

DGRO$187 − $8 = $179

KeptFee

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