Compare · 3 funds side by side · dividends reinvested

VUS, CGDV and VIG

VUSVirtus×CGDVCapital Group×VIGVanguard×

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

02 / 04

VUS, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus U.S. Dividend ETFIncome · Dividend stocks0.25%2.41%+15.1%[…][…][…][…][…]$16M1.3

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

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.3

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: VUS 2025 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Virtus U.S. Dividend ETF · $16M[…]

VUS

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

VUSMeasureCGDV

+15.1%Year to dateJan 1 → Nov 6+9.6%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $33 a year on $10k · lower is better0.33%

2.41%Trailing 12-mo yield$241 · $127 a year on $10k1.27%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.4%

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

3–0VUS wins

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

More Ways to See the Pairs

VUS vs CGDV: Top 5 Holdings

Today

VUS

22.8%in top 5

CGDV

in top 523.9%

VUSStockCGDV

7.2%AAPLnot top 5

5.3%MSFT7.0%

5.1%NVDA5.7%

2.8%AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.4%AMZNnot top 5

Held in common30.5%

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

VUS vs CGDV Returns, Every Period

VirtusVUS

[…]

past year

CGDVCapital Group

+12.9%

past year

VUSCGDVFaded: behind in that period

1–0VUS wins

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

VUS vs VIG

YTD

VirtusVUS

+15.1%

VIGVanguard

+12.1%

+15.1%Year to date+12.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

2.4%Yield1.5%

$16.3MAssets$109B

2–0VUS wins

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

Cost, Income and Risk

Fees: VUS, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VUS0.25%$25

CGDV0.33%$33

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

Yields: VUS, CGDV, VIG

2.41%highest, VUS

FundTrailing yieldYield$10k

VUS2.41%$241

VIG1.50%$150

CGDV1.27%$127

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

Income After Fees on $10,000

$216most kept, VUS

VUS$241 − $25 = $216

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: VUS, CGDV, VIG

Today

31.8%most shared, VUS and VIG

VUSCGDVVIG

VUS—30.5%31.8%

CGDV30.5%—29.4%

VIG31.8%29.4%—

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

VUSWorst drop[…][…]

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

Paid More vs Made More

YTD

VUSVIG

+15.1%Year to date+12.1%

2.4%Yield1.5%

[…]Past year+14.3%

0.25%Fee0.04%

2–1VUS 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%

$44.7BAssets$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