Compare · 2 funds side by side · dividends reinvested

VUS and CGDV

VUSVirtus×CGDVCapital Group×
$25VUS$33CGDV0.25%VUS · $25 a year on $10kCGDV · $33 a yearStory of the two · CostLowest cost
01 / 02

VUS and CGDV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Virtus U.S. Dividend ETFIncome · Dividend stocks0.25%2.35%+17.9%[…][…][…][…][…]$17M1.0
Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.4
Rank among the two1st → 2ndFee, 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: VUS 2025 · CGDV 2022
@TheETFTracker·theetftracker.com

Head to Head

5Y
Virtus U.S. Dividend ETF · $17M[…]
VUS
CGDV
Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

VUSMeasureCGDV
+17.9%Year to dateJan 1 → Nov 9+12.1%
[…]1 yearTotal return+16.1%
[…]3 years · per year$10,000 became […] · $18,934+23.7%
[…]5 years · per year[…]
0.25%Expense ratio$25 · $33 a year on $10k · lower is better0.33%
2.35%Trailing 12-mo yield$235 · $124 a year on $10k1.24%
[…]Worst dropSmaller is better−9.7%
[…]VolatilityLower is calmer13.5%
VUSCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side
3–0VUS wins
End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VUS vs CGDV: Top 5 Holdings

Today
VUS
22.7%in top 5
CGDV
in top 524.2%
VUSStockCGDV
7.1%AAPLnot top 5
5.2%MSFT6.9%
5.2%NVDA5.9%
not top 5META4.1%
2.8%AVGO4.0%
not top 5GE3.2%
2.4%AMZNnot top 5
Held in common30.6%
End-of-day Nov 9, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VUS vs CGDV Returns, Every Period

1Y
VirtusVUS
[…]
past year
CGDVCapital Group
+16.1%
past year
0%+5%+10%+15%+20%+17.9%+12.1%YTD
VUSCGDVFaded: behind in that period
1–0VUS wins
End-of-day Nov 9, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VUS vs CGDV

YTD
VirtusVUS
+17.9%
CGDVCapital Group
+12.1%
Jan 1Nov 9+17.9%+12.1%
+17.9%Year to date+12.1%
[…]Worst drop · 1Y−9.7%
[…]Volatility · 1Y13.5%
2.4%Yield1.2%
$17.0MAssets$37.8B
2–0VUS wins
End-of-day Nov 9, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VUS, CGDV

Today
0.25%lowest, VUS
FundExpense ratioFee$10k
VUS0.25%$25
CGDV0.33%$33
End-of-day Nov 9, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VUS, CGDV

1Y
2.35%highest, VUS
FundTrailing yieldYield$10k
VUS2.35%$235
CGDV1.24%$124
End-of-day Nov 9, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$210most kept, VUS
VUS$235 − $25 = $210
CGDV$124 − $33 = $91
KeptFee
End-of-day Nov 9, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VUS, CGDV

Today
30.6%most shared, VUS and CGDV
VUSCGDV
VUS—30.6%
CGDV30.6%—
End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+16.1%CGDV, at 13.5% volatility
0%+5%+10%+15%+20%10%15%Volatility · 1 year → bumpierCGDV +16.1%
CGDVWorst drop−9.7%13.5% vol
VUSWorst drop[…][…]
End-of-day Nov 9, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
VUSCGDV
Jan 1Nov 9+17.9%+12.1%
+17.9%Year to date+12.1%
2.4%Yield1.2%
[…]Past year+16.1%
0.25%Fee0.33%
3–0VUS wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+33.2%
VIGVanguard
+14.8%
Jan 1Nov 9+33.2%+14.8%
+33.2%Year to date+14.8%
3.0%Yield1.5%
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2–0SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

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YTD
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+6.6%
JEPIJ.P. Morgan
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Jan 1Nov 9+6.6%+7.5%
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12.4%Yield7.9%
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End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.3%
SPYSPDR
+11.2%
Jan 1Nov 9+11.3%+11.2%
+11.3%Year to date+11.2%
1.0%Yield1.0%
$179BAssets$778B
1–0SPYM wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com