Compare · 3 funds side by side · dividends reinvested

FGD, CGDV and VIG

FGDFirst Trust×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,611FGD · best of the three

02 / 04

FGD, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.66%+16.1%+22.8%+25.0%+12.0%−9.8%13.0%$1.6B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.6

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: FGD 2007 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,611

FGD

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FGDMeasureCGDV

+16.1%Year to dateJan 1 → Nov 9+12.4%

+22.8%1 yearTotal return+16.3%

+25.0%3 years · per year$10,000 became $19,510 · $18,977+23.8%

+12.0%5 years · per year$10,000 became $17,611 · […][…]

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

5.66%Trailing 12-mo yield$566 · $124 a year on $10k1.24%

−9.8%Worst dropSmaller is better−9.7%

13.0%VolatilityLower is calmer13.6%

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

5–2FGD wins

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

More Ways to See the Pairs

FGD vs CGDV: Top 5 Holdings

Today

FGD

9.8%in top 5

CGDV

in top 524.2%

FGDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

2.7%RHInot top 5

2.0%017800.Knot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

1.6%HPQnot top 5

Held in common2.4%

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

FGD vs CGDV Returns, Every Period

First TrustFGD

+22.8%

past year

CGDVCapital Group

+16.3%

past year

FGDCGDVFaded: behind in that period

3–0FGD wins

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

FGD vs VIG

YTD

First TrustFGD

+16.1%

VIGVanguard

+14.8%

+16.1%Year to date+14.8%

−9.8%Worst drop · 1Y−7.9%

13.0%Volatility · 1Y11.0%

5.7%Yield1.5%

$1.6BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: FGD, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

FGD0.55%$55

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

Yields: FGD, CGDV, VIG

5.66%highest, FGD

FundTrailing yieldYield$10k

FGD5.66%$566

VIG1.46%$146

CGDV1.24%$124

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

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: FGD, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

FGDCGDVVIG

FGD—2.4%0.0%

CGDV2.4%—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

+22.8%FGD, at 13.0% volatility

VIGWorst drop−7.9%11.0% vol

FGDWorst drop−9.8%13.0% vol

CGDVWorst drop−9.7%13.6% vol

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

Paid More vs Made More

YTD

FGDVIG

+16.1%Year to date+14.8%

5.7%Yield1.5%

+22.8%Past year+17.6%

0.55%Fee0.04%

3–1FGD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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

+19.1%

VIGVanguard

+14.8%

+19.1%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