Compare · 3 funds side by side · dividends reinvested

CGDV, SSUS and VIG

CGDVCapital Group×SSUSDay Hagan×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, SSUS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+15.7%+15.3%+20.2%+10.3%−9.0%13.7%$600M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CGDV 2022 · SSUS 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $600M$16,343

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

CGDVMeasureSSUS

+14.6%Year to dateJan 1 → Nov 4+15.7%

+17.5%1 yearTotal return+15.3%

+26.1%3 years · per year$10,000 became $20,044 · $17,386+20.2%

[…]5 years · per year$10,000 became […] · $16,343+10.3%

0.33%Expense ratio$33 · $77 a year on $10k · lower is better0.77%

1.22%Trailing 12-mo yield$122 · $45 a year on $10k0.45%

−9.7%Worst dropSmaller is better−9.0%

12.6%VolatilityLower is calmer13.7%

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

5–2CGDV wins

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

More Ways to See the Pairs

CGDV vs SSUS: Top 5 Holdings

Today

CGDV

24.6%in top 5

SSUS

in top 573.5%

CGDVStockSSUS

not top 5XLK33.1%

not top 5XLI10.9%

not top 5XLF10.8%

not top 5XLV9.8%

not top 5XLY8.9%

6.6%MSFTnot top 5

6.3%NVDAnot top 5

4.4%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

Held in common10.3%

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

CGDV vs SSUS Returns, Every Period

Capital GroupCGDV

+17.5%

past year

SSUSDay Hagan

+15.3%

past year

CGDVSSUSFaded: behind in that period

2–1CGDV wins

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

CGDV vs VIG

YTD

Capital GroupCGDV

+14.6%

VIGVanguard

+16.4%

+14.6%Year to date+16.4%

−9.7%Worst drop · 1Y−7.9%

12.6%Volatility · 1Y10.2%

1.2%Yield1.4%

$39.0BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: CGDV, SSUS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

SSUS0.77%$77

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

Yields: CGDV, SSUS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CGDV1.22%$122

SSUS0.45%$45

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: CGDV, SSUS, VIG

Today

29.4%most shared, CGDV and VIG

CGDVSSUSVIG

CGDV—10.3%29.4%

SSUS10.3%—4.9%

VIG29.4%4.9%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

SSUSWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

VIGSSUS

+16.4%Year to date+15.7%

1.4%Yield0.4%

+18.9%Past year+15.3%

0.04%Fee0.77%

4–0VIG 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