Compare · 2 funds side by side · dividends reinvested

CGDV and VIG

Not found: SCDV

CGDVCapital Group×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 29.6% in common

CGDVMeasureVIG

+13.0%Year to dateJan 1 → Nov 3+14.0%

+16.1%1 yearTotal return+15.9%

+26.0%3 years · per year$10,000 became $19,988 · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

0.33%Expense ratio$33 · $4 a year on $10k · lower is better0.04%

1.23%Trailing 12-mo yield$123 · $147 a year on $10k1.47%

−9.7%Worst dropSmaller is better−7.9%

12.6%VolatilityLower is calmer10.0%

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

2–5VIG wins

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

More Ways to See the Pairs

CGDV vs VIG: Top 5 Holdings

Today

CGDV

24.1%in top 5

VIG

in top 522.1%

CGDVStockVIG

6.5%MSFT4.9%

6.2%NVDAnot top 5

not top 5AAPL4.9%

4.3%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%METAnot top 5

3.3%RTXnot top 5

Held in common29.6%

End-of-day Nov 3, 2026 · share of each fund

CGDV vs VIG Returns, Every Period

Capital GroupCGDV

+16.1%

past year

VIGVanguard

+15.9%

past year

CGDVVIGFaded: behind in that period

2–1CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CGDV vs VIG

YTD

Capital GroupCGDV

+13.0%

VIGVanguard

+14.0%

+13.0%Year to date+14.0%

−9.7%Worst drop · 1Y−7.9%

12.6%Volatility · 1Y10.0%

1.2%Yield1.5%

$38.8BAssets$109B

4–0VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGDV, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGDV, VIG

Today

29.6%most shared, CGDV and VIG

CGDVVIG

CGDV—29.6%

VIG29.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

VIGWorst drop−7.9%10.0% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCGDV

+14.0%Year to date+13.0%

1.5%Yield1.2%

+15.9%Past year+16.1%

0.04%Fee0.33%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026