Compare · 4 funds side by side · dividends reinvested

DGRO, WCEO, CGDV and VIG

DGROiShares×WCEOHypatia Capital×CGDVCapital Group×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

DGRO, WCEO, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M2.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DGRO 2014 · WCEO 2023 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

CGDVMeasureDGRO

+12.1%Year to dateJan 1 → Nov 9+18.8%

+16.1%1 yearTotal return+22.9%

+23.7%3 years · per year$10,000 became $18,934 · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

0.33%Expense ratio$33 · $8 a year on $10k · lower is better0.08%

1.24%Trailing 12-mo yield$124 · $184 a year on $10k1.84%

−9.7%Worst dropSmaller is better−6.5%

13.5%VolatilityLower is calmer10.3%

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

1–6DGRO wins

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

More Ways to See the Pairs

CGDV vs DGRO: Top 5 Holdings

Today

CGDV

24.2%in top 5

DGRO

in top 515.1%

CGDVStockDGRO

6.9%MSFT3.1%

5.9%NVDAnot top 5

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

Held in common28.2%

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

CGDV vs DGRO Returns, Every Period

Capital GroupCGDV

+16.1%

past year

DGROiShares

+22.9%

past year

CGDVDGROFaded: behind in that period

1–2DGRO wins

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

CGDV vs DGRO

YTD

Capital GroupCGDV

+12.1%

DGROiShares

+18.8%

+12.1%Year to date+18.8%

−9.7%Worst drop · 1Y−6.5%

13.5%Volatility · 1Y10.3%

1.2%Yield1.8%

$37.8BAssets$44.7B

4–0DGRO wins

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

Cost, Income and Risk

Fees: DGRO, WCEO, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CGDV0.33%$33

WCEO0.85%$85

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

Yields: DGRO, WCEO, CGDV, VIG

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

VIG1.46%$146

CGDV1.24%$124

WCEO0.53%$53

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

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: DGRO, WCEO, CGDV, VIG

Today

68.2%most shared, DGRO and VIG

DGROWCEOCGDVVIG

DGRO—5.9%28.2%68.2%

WCEO5.9%—0.7%4.8%

CGDV28.2%0.7%—29.4%

VIG68.2%4.8%29.4%—

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

Return vs Bumpiness: 4 ETFs

+25.4%WCEO, at 14.5% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

WCEOWorst drop−7.3%14.5% vol

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

Paid More vs Made More

YTD

DGROWCEO

+18.8%Year to date+20.2%

1.8%Yield0.5%

+22.9%Past year+25.4%

0.08%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026