Compare · 3 funds side by side · dividends reinvested

VIG, SDEM and CGDV

VIGVanguard×SDEMGlobal X×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, SDEM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.4

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

SDEM

CGDV

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

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

SDEMMeasureCGDV

+11.7%Year to dateJan 1 → Nov 6+9.6%

+14.1%1 yearTotal return+12.9%

+19.8%3 years · per year$10,000 became $17,177 · $18,840+23.5%

+6.2%5 years · per year$10,000 became $13,532 · […][…]

0.66%Expense ratio$66 · $33 a year on $10k · lower is better0.33%

5.23%Trailing 12-mo yield$523 · $127 a year on $10k1.27%

−9.0%Worst dropSmaller is better−9.7%

15.3%VolatilityLower is calmer13.4%

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

4–3SDEM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDEM vs CGDV: Top 5 Holdings

Today

SDEM

11.5%in top 5

CGDV

in top 523.9%

SDEMStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.5%0902.HKnot top 5

2.4%601216.Snot top 5

2.2%FUNO11.Mnot top 5

2.2%VIVT3.SAnot top 5

2.2%ITUB4.SAnot top 5

Held in common0.0%

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

SDEM vs CGDV Returns, Every Period

Global XSDEM

+14.1%

past year

CGDVCapital Group

+12.9%

past year

SDEMCGDVFaded: behind in that period

2–1SDEM wins

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

SDEM vs VIG

YTD

Global XSDEM

+11.7%

VIGVanguard

+12.1%

+11.7%Year to date+12.1%

−9.0%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.8%

5.2%Yield1.5%

$43.3MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SDEM, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

SDEM0.66%$66

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

Yields: VIG, SDEM, CGDV

5.23%highest, SDEM

FundTrailing yieldYield$10k

SDEM5.23%$523

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

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

Today

29.4%most shared, VIG and CGDV

VIGSDEMCGDV

VIG—0.0%29.4%

SDEM0.0%—0.0%

CGDV29.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

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

SDEMVIG

+11.7%Year to date+12.1%

5.2%Yield1.5%

+14.1%Past year+14.3%

0.66%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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