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$16,331VIG · 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%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$603M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CGDV 2022 · SSUS 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $603M$15,472

SSUS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

SSUSMeasureVIG

+10.4%Year to dateJan 1 → Nov 5+12.5%

+11.3%1 yearTotal return+15.2%

+18.1%3 years · per year$10,000 became $16,456 · $16,814+18.9%

+9.1%5 years · per year$10,000 became $15,472 · $16,331+10.3%

0.77%Expense ratio$77 · $4 a year on $10k · lower is better0.04%

0.47%Trailing 12-mo yield$47 · $149 a year on $10k1.49%

−9.0%Worst dropSmaller is better−7.9%

14.5%VolatilityLower is calmer10.8%

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

0–8VIG wins

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

More Ways to See the Pairs

SSUS vs VIG: Top 5 Holdings

Today

SSUS

73.5%in top 5

VIG

in top 522.1%

SSUSStockVIG

32.7%XLKnot top 5

11.0%XLFnot top 5

10.6%XLInot top 5

9.9%XLVnot top 5

9.2%XLYnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common5.1%

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

SSUS vs VIG Returns, Every Period

Day HaganSSUS

+9.1%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SSUSVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: SSUS vs VIG

YTD

Day HaganSSUS

+10.4%

VIGVanguard

+12.5%

+10.4%Year to date+12.5%

−9.0%Worst drop · 1Y−7.9%

14.5%Volatility · 1Y10.8%

0.5%Yield1.5%

$603MAssets$109B

4–0VIG wins

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

Yields: CGDV, SSUS, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

CGDV1.27%$127

SSUS0.47%$47

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: CGDV, SSUS, VIG

Today

29.5%most shared, CGDV and VIG

CGDVSSUSVIG

CGDV—10.4%29.5%

SSUS10.4%—5.1%

VIG29.5%5.1%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

SSUSWorst drop−9.0%14.5% vol

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

Paid More vs Made More

YTD

VIGSSUS

+12.5%Year to date+10.4%

1.5%Yield0.5%

+15.2%Past year+11.3%

0.04%Fee0.77%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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