Compare · 2 funds side by side · dividends reinvested

CGRO and VIG

CGROCoreValues Alpha×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

CGRO 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

CoreValues Alpha Greater China Growth ETFThematic · China0.85%31.26%−26.2%−31.8%+1.5%[…]−33.0%21.3%$2M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CGRO 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

CoreValues Alpha Greater China Growth ETF · $2M[…]

CGRO

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

CGROMeasureVIG

−26.2%Year to dateJan 1 → Nov 4+16.4%

−31.8%1 yearTotal return+18.9%

+1.5%3 years · per year$10,000 became $10,472 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

31.26%Trailing 12-mo yield$3,126 · $144 a year on $10k1.44%

−33.0%Worst dropSmaller is better−7.9%

21.3%VolatilityLower is calmer10.2%

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

1–6VIG wins

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

More Ways to See the Pairs

CGRO vs VIG: Top 5 Holdings

Today

CGRO

38.8%in top 5

VIG

in top 522.1%

CGROStockVIG

9.9%BABAnot top 5

8.3%LKNCYnot top 5

7.9%0700.HKnot top 5

7.0%603259.Snot top 5

5.8%1810.HKnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

CGRO vs VIG Returns, Every Period

CoreValues AlphaCGRO

−31.8%

past year

VIGVanguard

+18.9%

past year

CGROVIGFaded: behind in that period

0–3VIG wins

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

Thematic vs Income: CGRO vs VIG

YTD

CoreValues AlphaCGRO

−26.2%

VIGVanguard

+16.4%

−26.2%Year to date+16.4%

−33.0%Worst drop · 1Y−7.9%

21.3%Volatility · 1Y10.2%

31.3%Yield1.4%

$1.6MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: CGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGRO0.85%$85

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

Yields: CGRO, VIG

31.26%highest, CGRO

FundTrailing yieldYield$10k

CGRO31.26%$3,126

VIG1.44%$144

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

Income After Fees on $10,000

$3,041most kept, CGRO

CGRO$3,126 − $85 = $3,041

VIG$144 − $4 = $140

KeptFee

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

Overlap: CGRO, VIG

Today

0.0%most shared, CGRO and VIG

CGROVIG

CGRO—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

CGROWorst drop−33.0%21.3% vol

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

Paid More vs Made More

YTD

CGROVIG

−26.2%Year to date+16.4%

31.3%Yield1.4%

−31.8%Past year+18.9%

0.85%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026