Compare · 3 funds side by side · dividends reinvested

CGDV, SSG and VIG

CGDVCapital Group×SSGProShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

CGDV, SSG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.0

ProShares UltraShort SemiconductorsLeveraged · 2x1.33%5.36%−44.6%−43.2%−71.2%−62.3%−72.2%81.4%$50M2.6

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: CGDV 2022 · SSG 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.9B[…]

CGDV

SSG

ProShares UltraShort Semiconductors · $50M$76

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

CGDVMeasureSSG

+9.6%Year to dateJan 1 → Nov 6−44.6%

+12.9%1 yearTotal return−43.2%

+23.5%3 years · per year$10,000 became $18,840 · $239−71.2%

[…]5 years · per year$10,000 became […] · $76−62.3%

0.33%Expense ratio$33 · $133 a year on $10k · lower is better1.33%

1.27%Trailing 12-mo yield$127 · $536 a year on $10k5.36%

−9.7%Worst dropSmaller is better−72.2%

13.4%VolatilityLower is calmer81.4%

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

6–1CGDV wins

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

More Ways to See the Pairs

CGDV vs SSG: Top 5 Holdings

Today

CGDV

23.9%in top 5

SSG

in top 575.6%

CGDVStockSSG

not top 5IQMM75.6%

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common0.0%

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

CGDV vs SSG Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SSGProShares

−43.2%

past year

CGDVSSGFaded: behind in that period

3–0CGDV wins

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

Income vs Leveraged: CGDV vs SSG

YTD

Capital GroupCGDV

+9.6%

SSGProShares

−44.6%

+9.6%Year to date−44.6%

−9.7%Worst drop · 1Y−72.2%

13.4%Volatility · 1Y81.4%

1.3%Yield5.4%

$37.9BAssets$49.7M

3–1CGDV wins

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

Cost, Income and Risk

Fees: CGDV, SSG, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

SSG1.33%$133

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

Yields: CGDV, SSG, VIG

5.36%highest, SSG

FundTrailing yieldYield$10k

SSG5.36%$536

VIG1.50%$150

CGDV1.27%$127

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

Income After Fees on $10,000

$403most kept, SSG

SSG$536 − $133 = $403

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: CGDV, SSG, VIG

Today

29.4%most shared, CGDV and VIG

CGDVSSGVIG

CGDV—0.0%29.4%

SSG0.0%—0.0%

VIG29.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

SSGWorst drop−72.2%81.4% vol

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

Paid More vs Made More

YTD

SSGVIG

−44.6%Year to date+12.1%

5.4%Yield1.5%

−43.2%Past year+14.3%

1.33%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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