Compare · 3 funds side by side · dividends reinvested

CSHI, CGDV and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

CSHI, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Neos Enhanced Income Cash Alternative ETFIncome · Dividend stocks0.38%4.82%+4.0%+4.7%+5.2%[…]−0.3%0.8%$2.1B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSHI 2022 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Neos Enhanced Income Cash Alternative ETF · $2.1B[…]

CSHI

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

CSHIMeasureCGDV

+4.0%Year to dateJan 1 → Nov 9+12.1%

+4.7%1 yearTotal return+16.1%

+5.2%3 years · per year$10,000 became $11,640 · $18,934+23.7%

[…]5 years · per year[…]

0.38%Expense ratio$38 · $33 a year on $10k · lower is better0.33%

4.82%Trailing 12-mo yield$482 · $124 a year on $10k1.24%

−0.3%Worst dropSmaller is better−9.7%

0.8%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSHI vs CGDV: Top 5 Holdings

Today

CSHI

36.0%in top 5

CGDV

in top 524.2%

CSHIStockCGDV

7.4%912797VSnot top 5

7.3%912797VUnot top 5

7.3%912797WQnot top 5

7.0%912797WHnot top 5

7.0%912797VGnot top 5

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSHI vs CGDV Returns, Every Period

NEOSCSHI

+4.7%

past year

CGDVCapital Group

+16.1%

past year

CSHICGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSHI vs VIG

YTD

NEOSCSHI

+4.0%

VIGVanguard

+14.8%

+4.0%Year to date+14.8%

−0.3%Worst drop · 1Y−7.9%

0.8%Volatility · 1Y11.0%

4.8%Yield1.5%

$2.1BAssets$109B

3–1CSHI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSHI, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

CSHI0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSHI, CGDV, VIG

4.82%highest, CSHI

FundTrailing yieldYield$10k

CSHI4.82%$482

VIG1.46%$146

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$444most kept, CSHI

CSHI$482 − $38 = $444

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSHI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

CSHICGDVVIG

CSHI—0.0%0.0%

CGDV0.0%—29.4%

VIG0.0%29.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

CSHIWorst drop−0.3%0.8% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSHIVIG

+4.0%Year to date+14.8%

4.8%Yield1.5%

+4.7%Past year+17.6%

0.38%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026