Compare · 2 funds side by side · dividends reinvested

CGDV and VYM

CGDVCapital Group×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

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: CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 23.1% in common

CGDVMeasureVYM

+13.0%Year to dateJan 1 → Nov 3+15.8%

+16.1%1 yearTotal return+19.0%

+26.0%3 years · per year$10,000 became $19,988 · $17,952+21.5%

[…]5 years · per year$10,000 became […] · $17,305+11.6%

0.33%Expense ratio$33 · $4 a year on $10k · lower is better0.04%

1.23%Trailing 12-mo yield$123 · $225 a year on $10k2.25%

−9.7%Worst dropSmaller is better−6.7%

12.6%VolatilityLower is calmer10.0%

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

1–6VYM wins

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

More Ways to See the Pairs

CGDV vs VYM: Top 5 Holdings

Today

CGDV

24.1%in top 5

VYM

in top 518.2%

CGDVStockVYM

4.3%AVGO6.9%

6.5%MSFTnot top 5

6.2%NVDAnot top 5

3.8%METAnot top 5

not top 5JPM3.8%

3.3%RTXnot top 5

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common23.1%

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

CGDV vs VYM Returns, Every Period

Capital GroupCGDV

+16.1%

past year

VYMVanguard

+19.0%

past year

CGDVVYMFaded: behind in that period

1–2VYM wins

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

CGDV vs VYM

YTD

Capital GroupCGDV

+13.0%

VYMVanguard

+15.8%

+13.0%Year to date+15.8%

−9.7%Worst drop · 1Y−6.7%

12.6%Volatility · 1Y10.0%

1.2%Yield2.3%

$38.8BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

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

Yields: CGDV, VYM

2.25%highest, VYM

FundTrailing yieldYield$10k

VYM2.25%$225

CGDV1.23%$123

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

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

CGDV$123 − $33 = $90

KeptFee

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

Overlap: CGDV, VYM

Today

23.1%most shared, CGDV and VYM

CGDVVYM

CGDV—23.1%

VYM23.1%—

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

Return vs Bumpiness: 2 ETFs

+19.0%VYM, at 10.0% volatility

VYMWorst drop−6.7%10.0% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

VYMCGDV

+15.8%Year to date+13.0%

2.3%Yield1.2%

+19.0%Past year+16.1%

0.04%Fee0.33%

4–0VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026