Compare · 3 funds side by side · dividends reinvested

LABX, VIG and CGDV

LABXTradr×VIGVanguard×CGDVCapital Group×

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

02 / 04

LABX, VIG and CGDV, 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%$109B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B1.9

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETFSingle-Stock Leverage1.30%0.00%−38.6%−44.2%[…][…]−91.4%206.4%$25M3.0

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: LABX 2025 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

VIGMeasureCGDV

+14.8%Year to dateJan 1 → Nov 9+12.4%

+17.6%1 yearTotal return+16.3%

+18.8%3 years · per year$10,000 became $16,775 · $18,977+23.8%

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

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

1.46%Trailing 12-mo yield$146 · $124 a year on $10k1.24%

−7.9%Worst dropSmaller is better−9.7%

11.0%VolatilityLower is calmer13.6%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs CGDV: Top 5 Holdings

Today

VIG

22.1%in top 5

CGDV

in top 523.9%

VIGStockCGDV

4.9%MSFT7.0%

not top 5NVDA5.7%

4.9%AAPLnot top 5

4.3%AVGO4.0%

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5META3.9%

not top 5RTX3.2%

Held in common29.4%

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

VIG vs CGDV Returns, Every Period

VanguardVIG

+17.6%

past year

CGDVCapital Group

+16.3%

past year

VIGCGDVFaded: behind in that period

2–1VIG wins

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

VIG vs CGDV

YTD

VanguardVIG

+14.8%

CGDVCapital Group

+12.4%

+14.8%Year to date+12.4%

−7.9%Worst drop · 1Y−9.7%

11.0%Volatility · 1Y13.6%

1.5%Yield1.2%

$109BAssets$37.8B

4–0VIG wins

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

Cost, Income and Risk

Fees: LABX, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

LABX1.30%$130

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

Yields: LABX, VIG, CGDV

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

CGDV1.24%$124

LABX0.00%$0

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

LABX$0 − $130 = −$130

KeptFee

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

Overlap: LABX, VIG, CGDV

Today

29.4%most shared, VIG and CGDV

LABXVIGCGDV

LABX—[…][…]

VIG[…]—29.4%

CGDV[…]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

CGDVWorst drop−9.7%13.6% vol

LABXWorst drop−91.4%206.4% vol

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

Paid More vs Made More

YTD

VIGCGDV

+14.8%Year to date+12.4%

1.5%Yield1.2%

+17.6%Past year+16.3%

0.04%Fee0.33%

4–0VIG 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