Compare · 2 funds side by side · dividends reinvested

BIZD and CGDV

BIZDVanEck×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,547BIZD · best of the two

02 / 04

BIZD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.1

VanEck BDC Income ETFIncome · Dividend stocks9.69%12.32%−2.1%−0.7%+6.2%+4.6%−15.4%19.4%$1.5B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BIZD 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

VanEck BDC Income ETF · $1.5B$12,547

BIZD

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BIZDMeasureCGDV

−2.1%Year to dateJan 1 → Nov 4+14.6%

−0.7%1 yearTotal return+17.5%

+6.2%3 years · per year$10,000 became $11,977 · $20,044+26.1%

+4.6%5 years · per year$10,000 became $12,547 · […][…]

9.69%Expense ratio$969 · $33 a year on $10k · lower is better0.33%

12.32%Trailing 12-mo yield$1,232 · $122 a year on $10k1.22%

−15.4%Worst dropSmaller is better−9.7%

19.4%VolatilityLower is calmer12.6%

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

1–6CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BIZD vs CGDV: Top 5 Holdings

Today

BIZD

32.7%in top 5

CGDV

in top 524.6%

BIZDStockCGDV

14.0%ARCCnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

5.5%MAINnot top 5

5.4%OBDCnot top 5

5.0%BXSLnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.9%GBDCnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BIZD vs CGDV Returns, Every Period

VanEckBIZD

−0.7%

past year

CGDVCapital Group

+17.5%

past year

BIZDCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BIZD vs CGDV

YTD

VanEckBIZD

−2.1%

CGDVCapital Group

+14.6%

−2.1%Year to date+14.6%

−15.4%Worst drop · 1Y−9.7%

19.4%Volatility · 1Y12.6%

12.3%Yield1.2%

$1.5BAssets$38.8B

3–1CGDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BIZD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

BIZD9.69%$969

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BIZD, CGDV

12.32%highest, BIZD

FundTrailing yieldYield$10k

BIZD12.32%$1,232

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$263most kept, BIZD

BIZD$1,232 − $969 = $263

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BIZD, CGDV

Today

0.0%most shared, BIZD and CGDV

BIZDCGDV

BIZD—0.0%

CGDV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

BIZDWorst drop−15.4%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BIZDCGDV

−2.1%Year to date+14.6%

12.3%Yield1.2%

−0.7%Past year+17.5%

9.69%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026