Compare · 2 funds side by side · dividends reinvested

CDL and VTV

CDLVictoryShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

CDL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

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%$420M1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420M$16,332

CDL

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

CDLMeasureVTV

+20.4%Year to dateJan 1 → Nov 5+19.0%

+23.9%1 yearTotal return+24.0%

+19.5%3 years · per year$10,000 became $17,046 · $17,832+21.3%

+10.3%5 years · per year$10,000 became $16,332 · $17,626+12.0%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

3.04%Trailing 12-mo yield$304 · $186 a year on $10k1.86%

−7.9%Worst dropSmaller is better−6.4%

11.1%VolatilityLower is calmer10.7%

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

2–6VTV 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 VTV: Top 5 Holdings

Today

CDL

8.3%in top 5

VTV

in top 515.8%

CDLStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

1.7%WECnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common21.8%

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

CDL vs VTV Returns, Every Period

VictorySharesCDL

+10.3%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

CDLVTVFaded: behind in that period

1–3VTV wins

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

CDL vs VTV

YTD

VictorySharesCDL

+20.4%

VTVVanguard

+19.0%

+20.4%Year to date+19.0%

−7.9%Worst drop · 1Y−6.4%

11.1%Volatility · 1Y10.7%

3.0%Yield1.9%

$420MAssets$184B

2–2level

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

Cost, Income and Risk

Fees: CDL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

CDL0.38%$38

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

Yields: CDL, VTV

3.04%highest, CDL

FundTrailing yieldYield$10k

CDL3.04%$304

VTV1.86%$186

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

Income After Fees on $10,000

$266most kept, CDL

CDL$304 − $38 = $266

VTV$186 − $3 = $183

KeptFee

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

Overlap: CDL, VTV

Today

21.8%most shared, CDL and VTV

CDLVTV

CDL—21.8%

VTV21.8%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

CDLWorst drop−7.9%11.1% vol

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

Paid More vs Made More

YTD

CDLVTV

+20.4%Year to date+19.0%

3.0%Yield1.9%

+23.9%Past year+24.0%

0.38%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026