Compare · 4 funds side by side · dividends reinvested

CGDV, WCEO, DGRO and VYM

CGDVCapital Group×WCEOHypatia Capital×DGROiShares×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

CGDV, WCEO, DGRO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B3.1

Hypatia Women CEO ETFUnsorted0.85%0.55%+16.7%+20.1%+18.6%[…]−7.3%14.3%$14M3.1

Rank among the four1st → 4thFee, 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 · WCEO 2023 · DGRO 2014 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $14M[…]

WCEO

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

WCEOMeasureCGDV

+16.7%Year to dateJan 1 → Nov 6+9.6%

+20.1%1 yearTotal return+12.9%

+18.6%3 years · per year$10,000 became $16,677 · $18,840+23.5%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

0.55%Trailing 12-mo yield$55 · $127 a year on $10k1.27%

−7.3%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer13.4%

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

3–4CGDV wins

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

More Ways to See the Pairs

WCEO vs CGDV: Top 5 Holdings

Today

WCEO

8.1%in top 5

CGDV

in top 523.9%

WCEOStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

1.7%CLXnot top 5

1.6%TRnot top 5

1.6%ACInot top 5

1.6%KMInot top 5

1.5%MPCnot top 5

Held in common0.7%

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

WCEO vs CGDV Returns, Every Period

Hypatia CapitalWCEO

+20.1%

past year

CGDVCapital Group

+12.9%

past year

WCEOCGDVFaded: behind in that period

2–1WCEO wins

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

Unsorted vs Income: WCEO vs VYM

YTD

Hypatia CapitalWCEO

+16.7%

VYMVanguard

+12.8%

+16.7%Year to date+12.8%

−7.3%Worst drop · 1Y−6.7%

14.3%Volatility · 1Y10.6%

0.5%Yield2.3%

$14.0MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: CGDV, WCEO, DGRO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

CGDV0.33%$33

WCEO0.85%$85

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

Yields: CGDV, WCEO, DGRO, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

DGRO1.87%$187

CGDV1.27%$127

WCEO0.55%$55

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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

Overlap: CGDV, WCEO, DGRO, VYM

Today

61.3%most shared, DGRO and VYM

CGDVWCEODGROVYM

CGDV—0.7%28.3%22.8%

WCEO0.7%—6.0%7.2%

DGRO28.3%6.0%—61.3%

VYM22.8%7.2%61.3%—

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

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

WCEOWorst drop−7.3%14.3% vol

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

Paid More vs Made More

YTD

VYMWCEO

+12.8%Year to date+16.7%

2.3%Yield0.5%

+16.5%Past year+20.1%

0.04%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$44.9BAssets$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