Compare · 3 funds side by side · dividends reinvested

CDL, CDC and VUG

CDLVictoryShares×CDCVictoryShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,332CDL · best of the three

02 / 04

CDL, CDC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+20.4%+23.9%+19.5%+10.3%−7.9%11.1%$408M1.8

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.05%+20.5%+23.9%+15.9%+6.6%−7.9%11.1%$744M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: CDL 2015 · CDC 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,332

CDL

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$13,797

$10,000 five years ago, dividends reinvested · they hold 99.6% in common

CDLMeasureCDC

+20.4%Year to dateJan 1 → Nov 5+20.5%

+23.9%1 yearTotal return+23.9%

+19.5%3 years · per year$10,000 became $17,046 · $15,563+15.9%

+10.3%5 years · per year$10,000 became $16,332 · $13,797+6.6%

0.38%Expense ratio$38 · $37 a year on $10k · lower is better0.37%

3.04%Trailing 12-mo yield$304 · $305 a year on $10k3.05%

−7.9%Worst dropSmaller is better−7.9%

11.1%VolatilityLower is calmer11.1%

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

2–3CDC wins

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

More Ways to See the Pairs

CDL vs CDC: Top 5 Holdings

Today

CDL

8.3%in top 5

CDC

in top 58.3%

CDLStockCDC

1.7%WEC1.7%

1.7%DUK1.7%

1.6%ED1.6%

1.6%EVRG1.6%

1.6%LNT1.6%

Held in common99.6%

End-of-day Nov 5, 2026 · share of each fund

CDL vs CDC Returns, Every Period

VictorySharesCDL

+10.3%

5 years, per year

CDCVictoryShares

+6.6%

5 years, per year

CDLCDCFaded: behind in that period

2–1CDL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CDL vs CDC

YTD

VictorySharesCDL

+20.4%

CDCVictoryShares

+20.5%

+20.4%Year to date+20.5%

−7.9%Worst drop · 1Y−7.9%

11.1%Volatility · 1Y11.1%

3.0%Yield3.1%

$408MAssets$744M

2–0CDC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, CDC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CDC0.37%$37

CDL0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CDL, CDC, VUG

3.05%highest, CDC

FundTrailing yieldYield$10k

CDC3.05%$305

CDL3.04%$304

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$268most kept, CDC

CDC$305 − $37 = $268

CDL$304 − $38 = $266

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CDL, CDC, VUG

Today

99.6%most shared, CDL and CDC

CDLCDCVUG

CDL—99.6%0.5%

CDC99.6%—0.5%

VUG0.5%0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.9%CDL, at 11.1% volatility

CDLWorst drop−7.9%11.1% vol

CDCWorst drop−7.9%11.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CDCCDL

+20.5%Year to date+20.4%

3.1%Yield3.0%

+23.9%Past year+23.9%

0.37%Fee0.38%

3–0CDC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026