Compare · 3 funds side by side · dividends reinvested

CGDV, PAPI and VIG

CGDVCapital Group×PAPIEaton Vance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

CGDV, PAPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.7

Rank among the three1st → 3rdFee, 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: CGDV 2022 · PAPI 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $551M[…]

PAPI

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

PAPIMeasureCGDV

+19.3%Year to dateJan 1 → Nov 4+14.6%

+23.4%1 yearTotal return+17.5%

+14.1%3 years · per year$10,000 became $14,871 · $20,044+26.1%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $33 a year on $10k · lower is better0.33%

7.19%Trailing 12-mo yield$719 · $122 a year on $10k1.22%

−6.9%Worst dropSmaller is better−9.7%

10.2%VolatilityLower is calmer12.6%

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

6–1PAPI wins

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

More Ways to See the Pairs

PAPI vs CGDV: Top 5 Holdings

Today

PAPI

3.0%in top 5

CGDV

in top 524.6%

PAPIStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common8.6%

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

PAPI vs CGDV Returns, Every Period

Eaton VancePAPI

+23.4%

past year

CGDVCapital Group

+17.5%

past year

PAPICGDVFaded: behind in that period

2–1PAPI wins

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

PAPI vs VIG

YTD

Eaton VancePAPI

+19.3%

VIGVanguard

+16.4%

+19.3%Year to date+16.4%

−6.9%Worst drop · 1Y−7.9%

10.2%Volatility · 1Y10.2%

7.2%Yield1.4%

$551MAssets$109B

3–0PAPI wins

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

Cost, Income and Risk

Fees: CGDV, PAPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PAPI0.29%$29

CGDV0.33%$33

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

Yields: CGDV, PAPI, VIG

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

VIG1.44%$144

CGDV1.22%$122

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

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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

Overlap: CGDV, PAPI, VIG

Today

29.4%most shared, CGDV and VIG

CGDVPAPIVIG

CGDV—8.6%29.4%

PAPI8.6%—16.8%

VIG29.4%16.8%—

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

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

PAPIWorst drop−6.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

PAPIVIG

+19.3%Year to date+16.4%

7.2%Yield1.4%

+23.4%Past year+18.9%

0.29%Fee0.04%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026