Compare · 4 funds side by side · dividends reinvested

GISC, VIG, CGDV and DGRO

GISCGuggenheim×VIGVanguard×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,171DGRO · best of the four

02 / 04

GISC, VIG, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$93M2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.9

Rank among the four1st → 4thFee, 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: GISC 2026 · VIG 2006 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

GISC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

GISCMeasureVIG

[…]Year to dateJan 1 → Nov 9+14.8%

[…]1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.47%Expense ratio$47 · $4 a year on $10k · lower is better0.04%

1.96%Trailing 12-mo yield$196 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

1–1Level

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

More Ways to See the Pairs

GISC vs VIG: Top 5 Holdings

Today

GISC

83.6%in top 5

VIG

in top 522.1%

GISCStockVIG

45.2%FNnot top 5

27.6%FRnot top 5

5.6%VMCnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.9%PLNTnot top 5

2.3%ORnot top 5

Held in common0.1%

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

GISC vs VIG Returns, Every Period

GuggenheimGISC

[…]

past year

VIGVanguard

+17.6%

past year

Returns […]

GISCVIGFaded: behind in that period

0–0Level

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

GISC vs DGRO

YTD

GuggenheimGISC

[…]

DGROiShares

+19.1%

[…]Year to date+19.1%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y10.4%

2.0%Yield1.8%

$92.9MAssets$44.7B

1–0GISC wins

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

Cost, Income and Risk

Fees: GISC, VIG, CGDV, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CGDV0.33%$33

GISC0.47%$47

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

Yields: GISC, VIG, CGDV, DGRO

1.96%highest, GISC

FundTrailing yieldYield$10k

GISC1.96%$196

DGRO1.83%$183

VIG1.46%$146

CGDV1.24%$124

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

Income After Fees on $10,000

$175most kept, DGRO

DGRO$183 − $8 = $175

GISC$196 − $47 = $149

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: GISC, VIG, CGDV, DGRO

Today

68.1%most shared, VIG and DGRO

GISCVIGCGDVDGRO

GISC—0.1%0.0%0.1%

VIG0.1%—29.4%68.1%

CGDV0.0%29.4%—28.3%

DGRO0.1%68.1%28.3%—

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

Return vs Bumpiness: 4 ETFs

+23.2%DGRO, at 10.4% volatility

DGROWorst drop−6.5%10.4% vol

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.6% vol

GISCWorst drop[…][…]

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

Paid More vs Made More

YTD

GISCDGRO

[…]Year to date+19.1%

2.0%Yield1.8%

[…]Past year+23.2%

0.47%Fee0.08%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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