Compare · 3 funds side by side · dividends reinvested

MLPI, VIG and CGDV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

MLPI, VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.71%+11.0%[…][…][…][…][…]$897M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: MLPI 2025 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $897M[…]

MLPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

MLPIMeasureVIG

+11.0%Year to dateJan 1 → Nov 6+12.1%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.68%Expense ratio$68 · $4 a year on $10k · lower is better0.04%

14.71%Trailing 12-mo yield$1,471 · $150 a year on $10k1.50%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

1–2VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPI vs VIG: Top 5 Holdings

Today

MLPI

32.2%in top 5

VIG

in top 522.1%

MLPIStockVIG

9.1%WMBnot top 5

6.7%KMInot top 5

6.5%OKEnot top 5

5.1%LNGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.9%TRGPnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

MLPI vs VIG Returns, Every Period

NEOSMLPI

[…]

past year

VIGVanguard

+14.3%

past year

MLPIVIGFaded: behind in that period

0–1VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MLPI vs VIG

YTD

NEOSMLPI

+11.0%

VIGVanguard

+12.1%

+11.0%Year to date+12.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

14.7%Yield1.5%

$897MAssets$109B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPI, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

MLPI0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MLPI, VIG, CGDV

14.71%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.71%$1,471

VIG1.50%$150

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,403most kept, MLPI

MLPI$1,471 − $68 = $1,403

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MLPI, VIG, CGDV

Today

29.4%most shared, VIG and CGDV

MLPIVIGCGDV

MLPI—0.1%0.0%

VIG0.1%—29.4%

CGDV0.0%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

MLPIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIVIG

+11.0%Year to date+12.1%

14.7%Yield1.5%

[…]Past year+14.3%

0.68%Fee0.04%

2–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026