Compare · 3 funds side by side · dividends reinvested

SPDG, CGDV and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

SPDG, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P Sector Neutral Dividend ETFIncome · Dividend stocks0.05%2.61%+19.9%+23.9%+23.1%[…]−8.3%12.6%$14M1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPDG 2023 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · $14M[…]

SPDG

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

SPDGMeasureCGDV

+19.9%Year to dateJan 1 → Nov 4+14.6%

+23.9%1 yearTotal return+17.5%

+23.1%3 years · per year$10,000 became $18,655 · $20,044+26.1%

[…]5 years · per year[…]

0.05%Expense ratio$5 · $33 a year on $10k · lower is better0.33%

2.61%Trailing 12-mo yield$261 · $122 a year on $10k1.22%

−8.3%Worst dropSmaller is better−9.7%

12.6%VolatilityLower is calmer12.6%

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

5–1SPDG wins

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

More Ways to See the Pairs

SPDG vs CGDV: Top 5 Holdings

Today

SPDG

27.5%in top 5

CGDV

in top 524.6%

SPDGStockCGDV

7.9%CSCOnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

6.3%VZnot top 5

5.4%TXNnot top 5

not top 5AVGO4.4%

4.0%IBMnot top 5

3.9%ADInot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common17.3%

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

SPDG vs CGDV Returns, Every Period

SPDRSPDG

+23.9%

past year

CGDVCapital Group

+17.5%

past year

SPDGCGDVFaded: behind in that period

2–1SPDG wins

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

SPDG vs VYM

YTD

SPDRSPDG

+19.9%

VYMVanguard

+17.2%

+19.9%Year to date+17.2%

−8.3%Worst drop · 1Y−6.7%

12.6%Volatility · 1Y10.1%

2.6%Yield2.2%

$13.7MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: SPDG, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SPDG0.05%$5

CGDV0.33%$33

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

Yields: SPDG, CGDV, VYM

2.61%highest, SPDG

FundTrailing yieldYield$10k

SPDG2.61%$261

VYM2.22%$222

CGDV1.22%$122

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

Income After Fees on $10,000

$256most kept, SPDG

SPDG$261 − $5 = $256

VYM$222 − $4 = $218

CGDV$122 − $33 = $89

KeptFee

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

Overlap: SPDG, CGDV, VYM

Today

42.6%most shared, SPDG and VYM

SPDGCGDVVYM

SPDG—17.3%42.6%

CGDV17.3%—23.1%

VYM42.6%23.1%—

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

Return vs Bumpiness: 3 ETFs

+23.9%SPDG, at 12.6% volatility

VYMWorst drop−6.7%10.1% vol

SPDGWorst drop−8.3%12.6% 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

SPDGVYM

+19.9%Year to date+17.2%

2.6%Yield2.2%

+23.9%Past year+21.2%

0.05%Fee0.04%

3–1SPDG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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