Compare · 3 funds side by side · dividends reinvested

BDVG, CGDV and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

BDVG, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

iMGP Berkshire Dividend Growth ETFIncome · Dividend stocks0.55%1.32%+19.8%+22.7%+18.2%[…]−6.7%11.2%$23M1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: BDVG 2023 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

iMGP Berkshire Dividend Growth ETF · $23M[…]

BDVG

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

BDVGMeasureCGDV

+19.8%Year to dateJan 1 → Nov 9+12.1%

+22.7%1 yearTotal return+16.1%

+18.2%3 years · per year$10,000 became $16,529 · $18,934+23.7%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

1.32%Trailing 12-mo yield$132 · $124 a year on $10k1.24%

−6.7%Worst dropSmaller is better−9.7%

11.2%VolatilityLower is calmer13.5%

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

5–2BDVG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BDVG vs CGDV: Top 5 Holdings

Today

BDVG

22.2%in top 5

CGDV

in top 524.2%

BDVGStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

4.6%NUEnot top 5

4.6%AAPLnot top 5

4.5%ABBVnot top 5

4.4%CVXnot top 5

4.1%JPMnot top 5

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common15.4%

End-of-day Nov 9, 2026 · share of each fund

BDVG vs CGDV Returns, Every Period

IMGPBDVG

+22.7%

past year

CGDVCapital Group

+16.1%

past year

BDVGCGDVFaded: behind in that period

2–1BDVG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BDVG vs VYM

YTD

IMGPBDVG

+19.8%

VYMVanguard

+15.4%

+19.8%Year to date+15.4%

−6.7%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y10.8%

1.3%Yield2.3%

$23.1MAssets$78.9B

2–1VYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVG, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

BDVG0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BDVG, CGDV, VYM

2.26%highest, VYM

FundTrailing yieldYield$10k

VYM2.26%$226

BDVG1.32%$132

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

BDVG$132 − $55 = $77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BDVG, CGDV, VYM

Today

24.1%most shared, BDVG and VYM

BDVGCGDVVYM

BDVG—15.4%24.1%

CGDV15.4%—22.8%

VYM24.1%22.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.7%BDVG, at 11.2% volatility

VYMWorst drop−6.7%10.8% vol

BDVGWorst drop−6.7%11.2% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VYMBDVG

+15.4%Year to date+19.8%

2.3%Yield1.3%

+19.5%Past year+22.7%

0.04%Fee0.55%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026