Compare · 2 funds side by side · dividends reinvested

FVD and CGDV

FVDFirst Trust×CGDVCapital Group×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,943FVD · best of the two

Story of the two · IncomeMost incomeFVD · 2.17% · $217 a year on $10k

Story of the two · RiskSmallest drop

FVD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.17%+14.2%+16.2%+13.4%+6.9%−7.6%10.8%$8.2B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FVD 2003 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Value Line Dividend Index Fund · $8.2B$13,943

FVD

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

FVDMeasureCGDV

+14.2%

More Ways to See the Pairs

FVD vs CGDV: Top 5 Holdings

Today

FVD

2.6%in top 5

CGDV

in top 524.3%

FVDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: FVD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

FVD0.62%$62

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

Yields: FVD, CGDV

1Y

2.17%highest, FVD

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+12.1%

+16.2%1 yearTotal return+15.4%

+13.4%3 years · per year$10,000 became $14,597 · $18,754+23.3%

+6.9%5 years · per year$10,000 became $13,943 · […][…]

0.62%Expense ratio$62 · $33 a year on $10k · lower is better0.33%

2.17%Trailing 12-mo yield$217 · $124 a year on $10k1.24%

−7.6%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer13.5%

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

5–2FVD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%KMBnot top 5

0.5%LOWnot top 5

0.5%SNYnot top 5

0.5%TMUSnot top 5

0.5%FHInot top 5

Held in common7.0%

End-of-day Nov 10, 2026 · share of each fund

FVD vs CGDV Returns, Every Period

1Y

First TrustFVD

+16.2%

past year

CGDVCapital Group

+15.4%

past year

FVDCGDVFaded: behind in that period

2–1FVD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FVD vs CGDV

YTD

First TrustFVD

+14.2%

CGDVCapital Group

+12.1%

+14.2%Year to date+12.1%

−7.6%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y13.5%

2.2%Yield1.2%

$8.2BAssets$38.8B

4–0FVD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

FVD2.17%$217

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$155most kept, FVD

FVD$217 − $62 = $155

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FVD, CGDV

Today

7.0%most shared, FVD and CGDV

FVDCGDV

FVD—7.0%

CGDV7.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.2%FVD, at 10.8% volatility

FVDWorst drop−7.6%10.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FVDCGDV

+14.2%Year to date+12.1%

2.2%Yield1.2%

+16.2%Past year+15.4%

0.62%Fee0.33%

3–1FVD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FVD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two