Compare · 3 funds side by side · dividends reinvested

VIG, TIZE and CGDV

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,840CGDV · best of the three

02 / 04

VIG, TIZE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.9

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · TIZE 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureTIZE

+12.1%Year to dateJan 1 → Nov 6[…]

+14.3%1 yearTotal return[…]

+18.6%3 years · per year$10,000 became $16,669 · […][…]

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $40 a year on $10k · lower is better0.40%

1.50%Trailing 12-mo yield$150 · $76 a year on $10k0.76%

−7.9%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

VIGTIZE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs TIZE: Top 5 Holdings

Today

VIG

22.1%in top 5

TIZE

in top 5[…]

VIGStockTIZE

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VIG vs TIZE Returns, Every Period

VanguardVIG

+14.3%

past year

TIZETCW

[…]

past year

Returns […]

VIGTIZEFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs CGDV

YTD

VanguardVIG

+12.1%

CGDVCapital Group

+9.6%

+12.1%Year to date+9.6%

−7.9%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y13.4%

1.5%Yield1.3%

$109BAssets$39.5B

4–0VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, TIZE, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

TIZE0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, TIZE, CGDV

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

CGDV1.27%$127

TIZE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

TIZE$76 − $40 = $36

KeptFee

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

Overlap: VIG, TIZE, CGDV

Today

29.4%most shared, VIG and CGDV

VIGTIZECGDV

VIG—[…]29.4%

TIZE[…]—[…]

CGDV29.4%[…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCGDV

+12.1%Year to date+9.6%

1.5%Yield1.3%

+14.3%Past year+12.9%

0.04%Fee0.33%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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