Compare · 2 funds side by side · dividends reinvested

VIG and CGDV

VIGVanguard×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.9

Rank among the two1st → 2ndFee, 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: VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$17,005

VIG

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

VIGMeasureCGDV

+16.4%Year to dateJan 1 → Nov 4+14.6%

+18.9%1 yearTotal return+17.5%

+20.6%3 years · per year$10,000 became $17,533 · $20,044+26.1%

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

1.44%Trailing 12-mo yield$144 · $122 a year on $10k1.22%

−7.9%Worst dropSmaller is better−9.7%

10.2%VolatilityLower is calmer12.6%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs CGDV: Top 5 Holdings

Today

VIG

22.1%in top 5

CGDV

in top 524.6%

VIGStockCGDV

4.9%MSFT6.6%

not top 5NVDA6.3%

4.9%AAPLnot top 5

4.3%AVGO4.4%

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common29.4%

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

VIG vs CGDV Returns, Every Period

VanguardVIG

+18.9%

past year

CGDVCapital Group

+17.5%

past year

VIGCGDVFaded: behind in that period

2–1VIG wins

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

VIG vs CGDV

YTD

VanguardVIG

+16.4%

CGDVCapital Group

+14.6%

+16.4%Year to date+14.6%

−7.9%Worst drop · 1Y−9.7%

10.2%Volatility · 1Y12.6%

1.4%Yield1.2%

$109BAssets$38.8B

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

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

Yields: VIG, CGDV

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CGDV1.22%$122

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

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

Overlap: VIG, CGDV

Today

29.4%most shared, VIG and CGDV

VIGCGDV

VIG—29.4%

CGDV29.4%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%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

VIGCGDV

+16.4%Year to date+14.6%

1.4%Yield1.2%

+18.9%Past year+17.5%

0.04%Fee0.33%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026