Compare · 3 funds side by side · dividends reinvested

GPIX, CGDV and VIG

GPIXGoldman Sachs×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

GPIX, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: GPIX 2023 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

GPIX

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 37.3% in common

GPIXMeasureCGDV

+11.7%Year to dateJan 1 → Nov 9+12.1%

+14.4%1 yearTotal return+16.1%

+19.9%3 years · per year$10,000 became $17,221 · $18,934+23.7%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

8.43%Trailing 12-mo yield$843 · $124 a year on $10k1.24%

−7.7%Worst dropSmaller is better−9.7%

12.1%VolatilityLower is calmer13.5%

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

3–4CGDV wins

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

More Ways to See the Pairs

GPIX vs CGDV: Top 5 Holdings

Today

GPIX

28.8%in top 5

CGDV

in top 524.2%

GPIXStockCGDV

7.8%AAPLnot top 5

7.1%NVDA5.9%

6.2%MSFT6.9%

not top 5META4.1%

not top 5AVGO4.0%

4.0%AMZNnot top 5

3.5%GOOGLnot top 5

not top 5GE3.2%

Held in common37.3%

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

GPIX vs CGDV Returns, Every Period

Goldman SachsGPIX

+14.4%

past year

CGDVCapital Group

+16.1%

past year

GPIXCGDVFaded: behind in that period

0–3CGDV wins

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

GPIX vs VIG

YTD

Goldman SachsGPIX

+11.7%

VIGVanguard

+14.8%

+11.7%Year to date+14.8%

−7.7%Worst drop · 1Y−7.9%

12.1%Volatility · 1Y11.0%

8.4%Yield1.5%

$6.3BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: GPIX, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

GPIX0.35%$35

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

Yields: GPIX, CGDV, VIG

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

VIG1.46%$146

CGDV1.24%$124

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

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: GPIX, CGDV, VIG

Today

40.6%most shared, GPIX and VIG

GPIXCGDVVIG

GPIX—37.3%40.6%

CGDV37.3%—29.4%

VIG40.6%29.4%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

GPIXWorst drop−7.7%12.1% 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

GPIXVIG

+11.7%Year to date+14.8%

8.4%Yield1.5%

+14.4%Past year+17.6%

0.35%Fee0.04%

3–1VIG 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%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