Compare · 2 funds side by side · dividends reinvested

CDL and VUG

CDLVictoryShares×VUGVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,902VUG · best of the two

02 / 04

CDL 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%3.05%+20.0%+22.5%+19.9%+10.1%−7.9%10.9%$413M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: CDL 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,142

CDL

VUG

Vanguard Morningstar Growth ETF · $233B$16,902

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CDLMeasureVUG

+20.0%Year to dateJan 1 → Nov 3+4.7%

+22.5%1 yearTotal return+2.5%

+19.9%3 years · per year$10,000 became $17,255 · $19,673+25.3%

+10.1%5 years · per year$10,000 became $16,142 · $16,902+11.1%

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

3.05%Trailing 12-mo yield$305 · $41 a year on $10k0.41%

−7.9%Worst dropSmaller is better−16.1%

10.9%VolatilityLower is calmer18.2%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs VUG: Top 5 Holdings

Today

CDL

8.2%in top 5

VUG

in top 545.2%

CDLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common0.5%

End-of-day Nov 3, 2026 · share of each fund

CDL vs VUG Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

VUGVanguard

+11.1%

5 years, per year

CDLVUGFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CDL vs VUG

YTD

VictorySharesCDL

+20.0%

VUGVanguard

+4.7%

+20.0%Year to date+4.7%

−7.9%Worst drop · 1Y−16.1%

10.9%Volatility · 1Y18.2%

3.1%Yield0.4%

$413MAssets$233B

4–0CDL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CDL0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CDL, VUG

3.05%highest, CDL

FundTrailing yieldYield$10k

CDL3.05%$305

VUG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$267most kept, CDL

CDL$305 − $38 = $267

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CDL, VUG

Today

0.5%most shared, CDL and VUG

CDLVUG

CDL—0.5%

VUG0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%CDL, at 10.9% volatility

CDLWorst drop−7.9%10.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CDLVUG

+20.0%Year to date+4.7%

3.1%Yield0.4%

+22.5%Past year+2.5%

0.38%Fee0.03%

3–1CDL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026