Compare · 4 funds side by side · dividends reinvested

VIG, PAPI, SCHD and CGDV

VIGVanguard×PAPIEaton Vance×SCHDSchwab×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

VIG, PAPI, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B3.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · PAPI 2023 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

CGDV

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

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

VIGMeasureCGDV

+12.1%Year to dateJan 1 → Nov 6+9.6%

+14.3%1 yearTotal return+12.9%

+18.6%3 years · per year$10,000 became $16,669 · $18,840+23.5%

+10.2%5 years · per year$10,000 became $16,243 · […][…]

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

1.50%Trailing 12-mo yield$150 · $127 a year on $10k1.27%

−7.9%Worst dropSmaller is better−9.7%

10.8%VolatilityLower is calmer13.4%

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

6–1VIG wins

End-of-day Nov 6, 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 523.9%

VIGStockCGDV

4.9%MSFT7.0%

not top 5NVDA5.7%

4.9%AAPLnot top 5

4.3%AVGO4.0%

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5META3.9%

not top 5RTX3.2%

Held in common29.4%

End-of-day Nov 6, 2026 · share of each fund

VIG vs CGDV Returns, Every Period

VanguardVIG

+14.3%

past year

CGDVCapital Group

+12.9%

past year

VIGCGDVFaded: behind in that period

2–1VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs PAPI

YTD

VanguardVIG

+12.1%

PAPIEaton Vance

+17.3%

+12.1%Year to date+17.3%

−7.9%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y10.4%

1.5%Yield7.3%

$109BAssets$561M

4–0PAPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, PAPI, SCHD, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, PAPI, SCHD, CGDV

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD3.00%$300

VIG1.50%$150

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, PAPI, SCHD, CGDV

Today

29.4%most shared, VIG and CGDV

VIGPAPISCHDCGDV

VIG—16.8%14.5%29.4%

PAPI16.8%—17.5%9.1%

SCHD14.5%17.5%—5.9%

CGDV29.4%9.1%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+31.4%

7.3%Yield3.0%

+21.3%Past year+37.0%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026