DGRO vs WCMI

ADGRO

BWCMI

Measures won4–0DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.4%DGRO and WCMI

DGRO

WCMI

iShares Core Dividend Growth ETF · $46.1BFirst Trust WCM International Equity ETF · $2.1B

+22.6%3 years · per year$18,408 · […][…]

+11.9%5 years · per year$17,573 · […][…]

0.08%Expense ratio$8 · $85 on $10k · lower wins0.85%

1.81%12-mo yield$181 · $56 on $10k0.56%

−6.5%Worst dropSmaller wins−12.5%

9.7%VolatilityLower wins20.5%

4–0DGRO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDGRO · WCMI

0.3%CB1.5%

0.1%BG1.4%

Held in common0.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

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

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

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

Cards for this view

DGRO vs WCMI

DGRO

iShares Core Dividend Growth

$17,573

WCMI

First Trust WCM International Equity

[…]

MeasureDGROWCMI

Fee0.08%0.85%

Cost on $10k a year$8$85

Yield1.81%0.56%

5 years, per year+11.9%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−6.5%−12.5%

Volatility · 1Y9.7%20.5%

4–0measures won
DGRO first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VIG, WCMI, SCHD, DGRO

Today

68.5%most shared, VIG and DGRO

VIGWCMISCHDDGRO

VIG—0.5%14.5%68.5%

WCMI0.5%—0.0%0.4%

SCHD14.5%0.0%—21.1%

DGRO68.5%0.4%21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

VIG$144 − $4 = $140

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee