Compare · 3 funds side by side · dividends reinvested

FDVV, CGDV and VYM

FDVVFidelity×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,825FDVV · best of the three

02 / 04

FDVV, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.74%+12.9%+16.4%+21.0%+13.5%−9.3%11.6%$10.4B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.7

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: FDVV 2016 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity High Dividend ETF · $10.4B$18,825

FDVV

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 31.8% in common

FDVVMeasureCGDV

+12.9%Year to dateJan 1 → Nov 9+12.1%

+16.4%1 yearTotal return+16.1%

+21.0%3 years · per year$10,000 became $17,732 · $18,934+23.7%

+13.5%5 years · per year$10,000 became $18,825 · […][…]

0.15%Expense ratio$15 · $33 a year on $10k · lower is better0.33%

2.74%Trailing 12-mo yield$274 · $124 a year on $10k1.24%

−9.3%Worst dropSmaller is better−9.7%

11.6%VolatilityLower is calmer13.5%

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

6–1FDVV wins

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

More Ways to See the Pairs

FDVV vs CGDV: Top 5 Holdings

Today

FDVV

24.3%in top 5

CGDV

in top 524.2%

FDVVStockCGDV

7.1%AAPLnot top 5

5.8%MSFT6.9%

6.3%NVDA5.9%

not top 5META4.1%

2.4%AVGO4.0%

not top 5GE3.2%

2.7%JPMnot top 5

Held in common31.8%

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

FDVV vs CGDV Returns, Every Period

FidelityFDVV

+16.4%

past year

CGDVCapital Group

+16.1%

past year

FDVVCGDVFaded: behind in that period

2–1FDVV wins

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

FDVV vs VYM

YTD

FidelityFDVV

+12.9%

VYMVanguard

+15.4%

+12.9%Year to date+15.4%

−9.3%Worst drop · 1Y−6.7%

11.6%Volatility · 1Y10.8%

2.7%Yield2.3%

$10.4BAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: FDVV, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FDVV0.15%$15

CGDV0.33%$33

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

Yields: FDVV, CGDV, VYM

2.74%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.74%$274

VYM2.26%$226

CGDV1.24%$124

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

Income After Fees on $10,000

$259most kept, FDVV

FDVV$274 − $15 = $259

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

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

Overlap: FDVV, CGDV, VYM

Today

31.8%most shared, FDVV and CGDV

FDVVCGDVVYM

FDVV—31.8%28.9%

CGDV31.8%—22.8%

VYM28.9%22.8%—

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

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

FDVVWorst drop−9.3%11.6% 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

FDVVVYM

+12.9%Year to date+15.4%

2.7%Yield2.3%

+16.4%Past year+19.5%

0.15%Fee0.04%

3–1VYM 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%

$122BAssets$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