USG vs DGRO5YUSGUSGAvsBDGRODGROUSCF Gold Strategy Plus Income Fund · $9MiShares Core Dividend Growth ETF · $46.0BReturns · dividends in+19.8%3 years · per year$17,182 · $17,660+20.9%+13.1%5 years · per year$18,496 · $17,051+11.3%Cost and income0.45%Expense ratio$45 · $8 on $10k · lower wins0.08%32.00%
Overlap: USG, DGRO, SCHDToday21.1%most shared, DGRO and SCHDUSGDGROSCHDUSG—[…][…]DGRO[…]—21.1%SCHD[…]21.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
USG vs DGRO5YAUSGUSCF Gold Strategy Plus Income Fund$18,496vsDGROBiShares Core Dividend Growth$17,051$10k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AUSGUSCF Gold Strategy Plus Income FundReadDesk0.45%32.00%−2.5%−12.9%−9.0%+19.8%+13.1%−28.8%$9M2BDGROiShares Core Dividend Growth ETFReadDesk0.08%1.82%+0.2%+19.9%+21.1%+20.9%+11.3%−6.5%$46.0B3SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AUSGUSCF Gold Strategy Plus Income FundReadDesk0.45%32.00%−2.5%−12.9%−9.0%+19.8%+13.1%−28.8%$9M2BDGROiShares Core Dividend Growth ETFReadDesk0.08%1.82%+0.2%+19.9%+21.1%+20.9%+11.3%−6.5%$46.0B3SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$116B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: USG, DGRO, SCHDToday21.1%most shared, DGRO and SCHDUSGDGROSCHDUSG—[…][…]DGRO[…]—21.1%SCHD[…]21.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$3,155most kept, USGUSG$3,200 − $45 = $3,155SCHD$292 − $6 = $286DGRO$182 − $8 = $174KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee