Compare · 3 funds side by side · dividends reinvested

DIVE, CGDV and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

DIVE, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.3

Dana Concentrated Dividend ETFIncome · Dividend stocks0.65%1.26%+12.0%+19.0%[…][…]−11.5%12.7%$48M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DIVE 2025 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dana Concentrated Dividend ETF · $48M[…]

DIVE

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

DIVEMeasureCGDV

+12.0%Year to dateJan 1 → Nov 5+9.7%

+19.0%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 a year on $10k · lower is better0.33%

1.26%Trailing 12-mo yield$126 · $127 a year on $10k1.27%

−11.5%Worst dropSmaller is better−9.7%

12.7%VolatilityLower is calmer13.4%

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

3–3Level

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

More Ways to See the Pairs

DIVE vs CGDV: Top 5 Holdings

Today

DIVE

25.7%in top 5

CGDV

in top 524.4%

DIVEStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

5.6%PMnot top 5

5.4%KDPnot top 5

5.0%QSRnot top 5

4.8%AMZNnot top 5

4.8%IQVnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common16.1%

End-of-day Nov 5, 2026 · share of each fund

DIVE vs CGDV Returns, Every Period

DanaDIVE

+19.0%

past year

CGDVCapital Group

+13.2%

past year

DIVECGDVFaded: behind in that period

2–0DIVE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DIVE vs VIG

YTD

DanaDIVE

+12.0%

VIGVanguard

+12.5%

+12.0%Year to date+12.5%

−11.5%Worst drop · 1Y−7.9%

12.7%Volatility · 1Y10.8%

1.3%Yield1.5%

$48.3MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVE, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

DIVE0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DIVE, CGDV, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

CGDV1.27%$127

DIVE1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

DIVE$126 − $65 = $61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DIVE, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DIVECGDVVIG

DIVE—16.1%8.5%

CGDV16.1%—29.5%

VIG8.5%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.0%DIVE, at 12.7% volatility

VIGWorst drop−7.9%10.8% vol

DIVEWorst drop−11.5%12.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGDIVE

+12.5%Year to date+12.0%

1.5%Yield1.3%

+15.2%Past year+19.0%

0.04%Fee0.65%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026