UDIV vs DGRO

AUDIV

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,543UDIV · DGRO $16,835

Lowest cost0.06%UDIV · $6 on $10k

Most income1.87%DGRO · $187 on $10k

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

Held in common41.0%UDIV and DGRO

UDIV

DGRO

Franklin U.S. Core Dividend Tilt Index ETF · $153MiShares Core Dividend Growth ETF · $44.9B

+24.2%3 years · per year$19,159 · $17,593+20.7%

+13.1%5 years · per year$18,543 · $16,835+11.0%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

1.48%12-mo yield$148 · $187 on $10k1.87%

−8.4%Worst dropSmaller wins−6.5%

13.7%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDIV · DGRO

6.5%MSFT3.2%

7.8%AAPL3.1%

2.3%AVGO2.2%

1.5%JPM2.7%

Held in common41.0%

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$153M
2	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

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$153M
2	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

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

UDIV vs DGRO

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

DGRO

iShares Core Dividend Growth

$16,835

MeasureUDIVDGRO

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield1.48%1.87%

5 years, per year+13.1%+11.0%

3 years, per year+24.2%+20.7%

Worst drop · 1Y−8.4%−6.5%

Volatility · 1Y13.7%10.2%

3–3measures won
level

41.0%

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%

$44.9BAssets$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: UDIV, DGRO

Today

41.0%most shared, UDIV and DGRO

UDIVDGRO

UDIV—41.0%

DGRO41.0%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

UDIV$148 − $6 = $142

KeptFee

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