Compare · 3 funds side by side · dividends reinvested

VIG, SSG and CGDV

VIGVanguard×SSGProShares×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

VIG, SSG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.0

ProShares UltraShort SemiconductorsLeveraged · 2x1.33%5.65%−47.4%−49.1%−71.2%−62.5%−72.2%81.3%$46M2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · SSG 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ProShares UltraShort Semiconductors · $46M$75

SSG

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

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

SSGMeasureVIG

−47.4%Year to dateJan 1 → Nov 9+14.8%

−49.1%1 yearTotal return+17.6%

−71.2%3 years · per year$10,000 became $238 · $16,775+18.8%

−62.5%5 years · per year$10,000 became $75 · $16,638+10.7%

1.33%Expense ratio$133 · $4 a year on $10k · lower is better0.04%

5.65%Trailing 12-mo yield$565 · $146 a year on $10k1.46%

−72.2%Worst dropSmaller is better−7.9%

81.3%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSG vs VIG: Top 5 Holdings

Today

SSG

84.3%in top 5

VIG

in top 522.1%

SSGStockVIG

84.3%IQMMnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SSG vs VIG Returns, Every Period

ProSharesSSG

−62.5%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SSGVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SSG vs VIG

YTD

ProSharesSSG

−47.4%

VIGVanguard

+14.8%

−47.4%Year to date+14.8%

−72.2%Worst drop · 1Y−7.9%

81.3%Volatility · 1Y11.0%

5.6%Yield1.5%

$45.6MAssets$109B

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SSG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

SSG1.33%$133

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, SSG, CGDV

5.65%highest, SSG

FundTrailing yieldYield$10k

SSG5.65%$565

VIG1.46%$146

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$432most kept, SSG

SSG$565 − $133 = $432

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, SSG, CGDV

Today

29.4%most shared, VIG and CGDV

VIGSSGCGDV

VIG—0.0%29.4%

SSG0.0%—0.0%

CGDV29.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

SSGWorst drop−72.2%81.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SSGVIG

−47.4%Year to date+14.8%

5.6%Yield1.5%

−49.1%Past year+17.6%

1.33%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026