SWP vs DGRO

ASWP

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income9.80%SWP · $980 on $10k

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

Held in common29.3%SWP and DGRO

SWP

DGRO

Manager Directed Portfolios - SWP Growth & Income ETF · $148MiShares Core Dividend Growth ETF · $44.9B

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

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

0.99%Expense ratio$99 · $8 on $10k · lower wins0.08%

9.80%12-mo yield$980 · $187 on $10k1.87%

−10.0%Worst dropSmaller wins−6.5%

12.9%VolatilityLower wins10.2%

1–3DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · DGRO

6.1%MSFT3.2%

5.0%AAPL3.1%

2.7%ABBV3.0%

2.9%JPM2.7%

Held in common29.3%

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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$148M

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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$148M

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

SWP vs DGRO

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureSWPDGRO

Fee0.99%0.08%

Cost on $10k a year$99$8

Yield9.80%1.87%

5 years, per year[…]+11.0%

3 years, per year[…]+20.7%

Worst drop · 1Y−10.0%−6.5%

Volatility · 1Y12.9%10.2%

3–1measures won
DGRO first

29.3%

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: SWP, DGRO

Today

29.3%most shared, SWP and DGRO

SWPDGRO

SWP—29.3%

DGRO29.3%—

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

Income After Fees on $10,000

$881most kept, SWP

SWP$980 − $99 = $881

DGRO$187 − $8 = $179

KeptFee

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