UDI vs DGRO

AUDI

BDGRO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income2.58%UDI · $258 on $10k

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

Held in common17.5%UDI and DGRO

UDI

DGRO

USCF Dividend Income ETF · $3MiShares Core Dividend Growth ETF · $45.5B

+20.7%3 years · per year$17,597 · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

2.58%12-mo yield$258 · $184 on $10k1.84%

−6.5%Worst dropSmaller wins−6.5%

10.3%VolatilityLower wins10.3%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDI · DGRO

3.6%ABBV3.1%

3.8%JNJ2.9%

2.6%HD2.2%

2.4%KO2.0%

Held in common17.5%

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AUDI	USCF Dividend Income ETFRead Desk		0.65%	2.58%	+1.6%	+18.8%	+25.8%	+20.7%	new	−6.5%	$3M

End-of-day Nov 9, 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%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AUDI	USCF Dividend Income ETFRead Desk		0.65%	2.58%	+1.6%	+18.8%	+25.8%	+20.7%	new	−6.5%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDI vs DGRO

UDI

USCF Dividend Income

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureUDIDGRO

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield2.58%1.84%

5 years, per year[…]+11.4%

3 years, per year+20.7%+20.7%

Worst drop · 1Y−6.5%−6.5%

Volatility · 1Y10.3%10.3%

1–1measures won
level

17.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: UDI, DGRO

Today

17.5%most shared, UDI and DGRO

UDIDGRO

UDI—17.5%

DGRO17.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$193most kept, UDI

UDI$258 − $65 = $193

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee