SIO vs DGRO

ASIO

BDGRO

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income7.00%SIO · $700 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common0.9%SIO and DGRO

SIO

DGRO

Touchstone Strategic Income ETF · $306MiShares Core Dividend Growth ETF · $44.9B

+7.7%3 years · per year$12,483 · $17,593+20.7%

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

0.82%Expense ratio$82 · $8 on $10k · lower wins0.08%

7.00%12-mo yield$700 · $187 on $10k1.87%

−3.6%Worst dropSmaller wins−6.5%

4.0%VolatilityLower wins10.2%

3–2SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIO · DGRO

0.2%JNJ2.8%

0.2%XOM3.0%

0.2%IBM1.5%

0.2%RTX0.8%

Held in common0.9%

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%	$44.9B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

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%	$44.9B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

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

SIO vs DGRO

SIO

Touchstone Strategic Income

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureSIODGRO

Fee0.82%0.08%

Cost on $10k a year$82$8

Yield7.00%1.87%

5 years, per year[…]+11.0%

3 years, per year+7.7%+20.7%

Worst drop · 1Y−3.6%−6.5%

Volatility · 1Y4.0%10.2%

3–2measures won
SIO first

0.9%

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%

$44.9BAssets$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: SIO, DGRO

Today

0.9%most shared, SIO and DGRO

SIODGRO

SIO—0.9%

DGRO0.9%—

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

DGRO$187 − $8 = $179

KeptFee

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