XUDV vs DGRO

AXUDV

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income3.34%XUDV · $334 on $10k

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

Held in common3.1%XUDV and DGRO

XUDV

DGRO

Franklin US Dividend Booster Index ETF · $79MiShares Core Dividend Growth ETF · $45.1B

[…]3 years · per year[…] · $18,210+22.1%

[…]5 years · per year[…] · $17,027+11.2%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

3.34%12-mo yield$334 · $185 on $10k1.85%

−6.8%Worst dropSmaller wins−6.5%

12.3%VolatilityLower wins9.5%

1–3DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsXUDV · DGRO

2.5%CME0.4%

3.8%ARES0.2%

1.5%MCHP0.2%

0.1%AMGN1.3%

Held in common3.1%

End-of-day Nov 3, 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%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.34%	−0.8%	+27.9%	+30.6%	new	new	−6.8%	$79M

End-of-day Nov 3, 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%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.34%	−0.8%	+27.9%	+30.6%	new	new	−6.8%	$79M

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

Cards for this view

XUDV vs DGRO

XUDV

Franklin US Dividend Booster Index

[…]

DGRO

iShares Core Dividend Growth

$17,027

MeasureXUDVDGRO

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield3.34%1.85%

5 years, per year[…]+11.2%

3 years, per year[…]+22.1%

Worst drop · 1Y−6.8%−6.5%

Volatility · 1Y12.3%9.5%

3–1measures won
DGRO first

3.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XUDV, DGRO

Today

3.1%most shared, XUDV and DGRO

XUDVDGRO

XUDV—3.1%

DGRO3.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, XUDV

XUDV$334 − $9 = $325

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee