Compare · 4 funds side by side · dividends reinvested

PAPI, CGDV, VIG and DGRO

PAPIEaton Vance×CGDVCapital Group×VIGVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,573DGRO · best of the four

02 / 04

PAPI, CGDV, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.4

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PAPI 2023 · CGDV 2022 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

PAPI

Parametric Equity Premium Income ETF · $551M[…]

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

CGDVMeasurePAPI

+14.6%Year to dateJan 1 → Nov 4+19.3%

+17.5%1 yearTotal return+23.4%

+26.1%3 years · per year$10,000 became $20,044 · $14,871+14.1%

[…]5 years · per year[…]

0.33%Expense ratio$33 · $29 a year on $10k · lower is better0.29%

1.22%Trailing 12-mo yield$122 · $719 a year on $10k7.19%

−9.7%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer10.2%

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

1–6PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs PAPI: Top 5 Holdings

Today

CGDV

24.6%in top 5

PAPI

in top 53.0%

CGDVStockPAPI

6.6%MSFTnot top 5

6.3%NVDAnot top 5

4.4%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5EXPO0.6%

not top 5HAS0.6%

Held in common8.6%

End-of-day Nov 4, 2026 · share of each fund

CGDV vs PAPI Returns, Every Period

Capital GroupCGDV

+17.5%

past year

PAPIEaton Vance

+23.4%

past year

CGDVPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CGDV vs PAPI

YTD

Capital GroupCGDV

+14.6%

PAPIEaton Vance

+19.3%

+14.6%Year to date+19.3%

−9.7%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y10.2%

1.2%Yield7.2%

$39.0BAssets$551M

4–0PAPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, CGDV, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

PAPI0.29%$29

CGDV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PAPI, CGDV, VIG, DGRO

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

DGRO1.81%$181

VIG1.44%$144

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

DGRO$181 − $8 = $173

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PAPI, CGDV, VIG, DGRO

Today

68.4%most shared, VIG and DGRO

PAPICGDVVIGDGRO

PAPI—8.6%16.8%21.6%

CGDV8.6%—29.4%28.4%

VIG16.8%29.4%—68.4%

DGRO21.6%28.4%68.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

VIGWorst drop−7.9%10.2% vol

PAPIWorst drop−6.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PAPIDGRO

+19.3%Year to date+20.6%

7.2%Yield1.8%

+23.4%Past year+24.5%

0.29%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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 4, 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 4, 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 4, 2026