Compare · 3 funds side by side · dividends reinvested

BLUI, CGDV and VYM

BLUIBluemonte×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

BLUI, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.24%+3.2%+4.2%[…][…]−3.7%4.1%$123M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

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: BLUI 2025 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Diversified Income ETF · $123M[…]

BLUI

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

BLUIMeasureCGDV

+3.2%Year to dateJan 1 → Nov 6+9.6%

+4.2%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $33 a year on $10k · lower is better0.33%

5.24%Trailing 12-mo yield$524 · $127 a year on $10k1.27%

−3.7%Worst dropSmaller is better−9.7%

4.1%VolatilityLower is calmer13.4%

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

3–3Level

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

More Ways to See the Pairs

BLUI vs CGDV: Top 5 Holdings

Today

BLUI

79.9%in top 5

CGDV

in top 523.9%

BLUIStockCGDV

19.7%MFSBnot top 5

19.6%JNKnot top 5

19.5%BONDnot top 5

11.1%CSREnot top 5

10.0%FTSLnot top 5

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common0.0%

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

BLUI vs CGDV Returns, Every Period

BluemonteBLUI

+4.2%

past year

CGDVCapital Group

+12.9%

past year

BLUICGDVFaded: behind in that period

0–2CGDV wins

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

BLUI vs VYM

YTD

BluemonteBLUI

+3.2%

VYMVanguard

+12.8%

+3.2%Year to date+12.8%

−3.7%Worst drop · 1Y−6.7%

4.1%Volatility · 1Y10.6%

5.2%Yield2.3%

$123MAssets$78.9B

3–1BLUI wins

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

Cost, Income and Risk

Fees: BLUI, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

BLUI0.80%$80

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

Yields: BLUI, CGDV, VYM

5.24%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.24%$524

VYM2.31%$231

CGDV1.27%$127

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

Income After Fees on $10,000

$444most kept, BLUI

BLUI$524 − $80 = $444

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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

Overlap: BLUI, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

BLUICGDVVYM

BLUI—0.0%0.0%

CGDV0.0%—22.8%

VYM0.0%22.8%—

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

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

BLUIWorst drop−3.7%4.1% vol

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

BLUIVYM

+3.2%Year to date+12.8%

5.2%Yield2.3%

+4.2%Past year+16.5%

0.80%Fee0.04%

3–1VYM 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026