Compare · 3 funds side by side · dividends reinvested

QLDY, CGDV and VIG

QLDYDefiance×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

QLDY, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.0

Defiance Nasdaq 100 LightningSpread Income ETFIncome · Dividend stocks1.04%50.16%+2.8%+1.7%[…][…]−16.5%23.2%$55M2.7

Rank among the three1st → 3rdFee, 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: QLDY 2025 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Nasdaq 100 LightningSpread Income ETF · $55M[…]

QLDY

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested

QLDYMeasureCGDV

+2.8%Year to dateJan 1 → Nov 5+9.7%

+1.7%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $33 a year on $10k · lower is better0.33%

50.16%Trailing 12-mo yield$5,016 · $127 a year on $10k1.27%

−16.5%Worst dropSmaller is better−9.7%

23.2%VolatilityLower is calmer13.4%

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

1–5CGDV wins

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

More Ways to See the Pairs

QLDY vs CGDV: Top 5 Holdings

Today

QLDY

[…]in top 5

CGDV

in top 524.4%

QLDYStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common[…]

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

QLDY vs CGDV Returns, Every Period

DefianceQLDY

+1.7%

past year

CGDVCapital Group

+13.2%

past year

QLDYCGDVFaded: behind in that period

0–2CGDV wins

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

QLDY vs VIG

YTD

DefianceQLDY

+2.8%

VIGVanguard

+12.5%

+2.8%Year to date+12.5%

−16.5%Worst drop · 1Y−7.9%

23.2%Volatility · 1Y10.8%

50.2%Yield1.5%

$55.1MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: QLDY, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

QLDY1.04%$104

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

Yields: QLDY, CGDV, VIG

50.16%highest, QLDY

FundTrailing yieldYield$10k

QLDY50.16%$5,016

VIG1.49%$149

CGDV1.27%$127

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

Income After Fees on $10,000

$4,912most kept, QLDY

QLDY$5,016 − $104 = $4,912

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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

Overlap: QLDY, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

QLDYCGDVVIG

QLDY—[…][…]

CGDV[…]—29.5%

VIG[…]29.5%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

QLDYWorst drop−16.5%23.2% vol

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

Paid More vs Made More

YTD

QLDYVIG

+2.8%Year to date+12.5%

50.2%Yield1.5%

+1.7%Past year+15.2%

1.04%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026