Compare · 3 funds side by side · dividends reinvested

DMX, CGDV and VIG

DMXDoubleLine×CGDVCapital Group×VIGVanguard×

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

02 / 04

DMX, CGDV 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%$109B1.5

DoubleLine Multi-Sector Income ETFIncome · Dividend stocks0.50%5.88%+2.1%+3.6%[…][…]−1.9%2.2%$108M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.3

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: DMX 2024 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

DoubleLine Multi-Sector Income ETF · $108M[…]

DMX

CGDV

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

$10,000 five years ago, dividends reinvested

DMXMeasureCGDV

+2.1%Year to dateJan 1 → Nov 5+14.6%

+3.6%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $33 a year on $10k · lower is better0.33%

5.88%Trailing 12-mo yield$588 · $122 a year on $10k1.22%

−1.9%Worst dropSmaller is better−9.7%

2.2%VolatilityLower is calmer12.6%

DMXCGDV 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

DMX vs CGDV: Top 5 Holdings

Today

DMX

[…]in top 5

CGDV

in top 524.4%

DMXStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common[…]

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

DMX vs CGDV Returns, Every Period

DoubleLineDMX

+3.6%

past year

CGDVCapital Group

+17.5%

past year

DMXCGDVFaded: behind in that period

0–2CGDV wins

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

DMX vs VIG

YTD

DoubleLineDMX

+2.1%

VIGVanguard

+16.4%

+2.1%Year to date+16.4%

−1.9%Worst drop · 1Y−7.9%

2.2%Volatility · 1Y10.2%

5.9%Yield1.4%

$108MAssets$109B

3–1DMX wins

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

Cost, Income and Risk

Fees: DMX, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

DMX0.50%$50

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

Yields: DMX, CGDV, VIG

5.88%highest, DMX

FundTrailing yieldYield$10k

DMX5.88%$588

VIG1.44%$144

CGDV1.22%$122

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

Income After Fees on $10,000

$538most kept, DMX

DMX$588 − $50 = $538

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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

Overlap: DMX, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DMXCGDVVIG

DMX—[…][…]

CGDV[…]—29.5%

VIG[…]29.5%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

DMXWorst drop−1.9%2.2% vol

VIGWorst drop−7.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

DMXVIG

+2.1%Year to date+16.4%

5.9%Yield1.4%

+3.6%Past year+18.9%

0.50%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026