Compare · 2 funds side by side · dividends reinvested

HIPS and CGDV

HIPSGraniteShares×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,079HIPS · best of the two

02 / 04

HIPS and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.3

GraniteShares HIPS US High Income ETFIncome · Dividend stocks1.09%12.18%−0.5%+2.1%+8.2%+2.5%−10.8%10.1%$93M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: HIPS 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

GraniteShares HIPS US High Income ETF · $93M$11,079

HIPS

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HIPSMeasureCGDV

−0.5%Year to dateJan 1 → Nov 5+14.6%

+2.1%1 yearTotal return+17.5%

+8.2%3 years · per year$10,000 became $12,667 · $20,044+26.1%

+2.5%5 years · per year$10,000 became $11,314 · […][…]

1.09%Expense ratio$109 · $33 a year on $10k · lower is better0.33%

12.18%Trailing 12-mo yield$1,218 · $122 a year on $10k1.22%

−10.8%Worst dropSmaller is better−9.7%

10.1%VolatilityLower is calmer12.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

HIPS vs CGDV: Top 5 Holdings

Today

HIPS

14.8%in top 5

CGDV

in top 524.4%

HIPSStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

3.0%ARLPnot top 5

3.0%CSWCnot top 5

3.0%BSMnot top 5

3.0%DMLPnot top 5

3.0%FSKnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

HIPS vs CGDV Returns, Every Period

GraniteSharesHIPS

+2.1%

past year

CGDVCapital Group

+17.5%

past year

HIPSCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

HIPS vs CGDV

YTD

GraniteSharesHIPS

−0.5%

CGDVCapital Group

+14.6%

−0.5%Year to date+14.6%

−10.8%Worst drop · 1Y−9.7%

10.1%Volatility · 1Y12.6%

12.2%Yield1.2%

$93.0MAssets$39.0B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HIPS, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

HIPS1.09%$109

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HIPS, CGDV

12.18%highest, HIPS

FundTrailing yieldYield$10k

HIPS12.18%$1,218

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,109most kept, HIPS

HIPS$1,218 − $109 = $1,109

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HIPS, CGDV

Today

0.0%most shared, HIPS and CGDV

HIPSCGDV

HIPS—0.0%

CGDV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%CGDV, at 12.6% volatility

HIPSWorst drop−10.8%10.1% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HIPSCGDV

−0.5%Year to date+14.6%

12.2%Yield1.2%

+2.1%Past year+17.5%

1.09%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026