Compare · 4 funds side by side · dividends reinvested

VIG, SDEM, CGDV and DGRO

VIGVanguard×SDEMGlobal X×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

VIG, SDEM, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M3.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B3.3

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 · SDEM 2015 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SDEM

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,532

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureSDEM

+12.1%Year to dateJan 1 → Nov 6+11.7%

+14.3%1 yearTotal return+14.1%

+18.6%3 years · per year$10,000 became $16,669 · $17,177+19.8%

+10.2%5 years · per year$10,000 became $16,243 · $13,532+6.2%

0.04%Expense ratio$4 · $66 a year on $10k · lower is better0.66%

1.50%Trailing 12-mo yield$150 · $523 a year on $10k5.23%

−7.9%Worst dropSmaller is better−9.0%

10.8%VolatilityLower is calmer15.3%

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

6–2VIG 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 SDEM: Top 5 Holdings

Today

VIG

22.1%in top 5

SDEM

in top 511.5%

VIGStockSDEM

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 50902.HK2.5%

not top 5601216.S2.4%

not top 5FUNO11.M2.2%

not top 5VIVT3.SA2.2%

not top 5ITUB4.SA2.2%

Held in common0.0%

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

VIG vs SDEM Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

SDEMGlobal X

+6.2%

5 years, per year

VIGSDEMFaded: behind in that period

3–1VIG wins

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

VIG vs SDEM

YTD

VanguardVIG

+12.1%

SDEMGlobal X

+11.7%

+12.1%Year to date+11.7%

−7.9%Worst drop · 1Y−9.0%

10.8%Volatility · 1Y15.3%

1.5%Yield5.2%

$109BAssets$43.3M

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SDEM, CGDV, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CGDV0.33%$33

SDEM0.66%$66

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

Yields: VIG, SDEM, CGDV, DGRO

5.23%highest, SDEM

FundTrailing yieldYield$10k

SDEM5.23%$523

DGRO1.87%$187

VIG1.50%$150

CGDV1.27%$127

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

Income After Fees on $10,000

$457most kept, SDEM

SDEM$523 − $66 = $457

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: VIG, SDEM, CGDV, DGRO

Today

68.1%most shared, VIG and DGRO

VIGSDEMCGDVDGRO

VIG—0.0%29.4%68.1%

SDEM0.0%—0.0%0.0%

CGDV29.4%0.0%—28.3%

DGRO68.1%0.0%28.3%—

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

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

SDEMWorst drop−9.0%15.3% vol

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

Paid More vs Made More

YTD

SDEMDGRO

+11.7%Year to date+16.6%

5.2%Yield1.9%

+14.1%Past year+20.3%

0.66%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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