Compare VUSV and CGDV

VUSV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.3

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETFIncome · Dividend stocks0.30%0.17%+18.2%[…][…][…][…][…]$93M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VUSV 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF · $93M[…]

VUSV

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

VUSVMeasureCGDV

+18.2%Year to dateJan 1 → Nov 5+14.6%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.30%Expense ratio$30 · $33 a year on $10k · lower is better0.33%

0.17%Trailing 12-mo yield$17 · $122 a year on $10k1.22%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer12.6%

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

2–1VUSV wins

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

More Ways to See the Pairs

VUSV vs CGDV: Top 5 Holdings

Today

VUSV

19.6%in top 5

CGDV

in top 524.4%

VUSVStockCGDV

6.8%MSFT7.0%

not top 5NVDA6.1%

5.8%AMZNnot top 5

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

2.7%MRKnot top 5

2.2%CBnot top 5

2.0%MSnot top 5

Held in common17.9%

End-of-day Nov 5, 2026 · share of each fund

VUSV vs CGDV Returns, Every Period

1Y

VanguardVUSV

[…]

past year

CGDVCapital Group

+17.5%

past year

VUSVCGDVFaded: behind in that period

1–0VUSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VUSV vs CGDV

YTD

VanguardVUSV

+18.2%

CGDVCapital Group

+14.6%

+18.2%Year to date+14.6%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y12.6%

0.2%Yield1.2%

$92.6MAssets$39.0B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUSV, CGDV

Today

0.30%lowest, VUSV

FundExpense ratioFee$10k

VUSV0.30%$30

CGDV0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VUSV, CGDV

1Y

1.22%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.22%$122

VUSV0.17%$17

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$89most kept, CGDV

CGDV$122 − $33 = $89

VUSV$17 − $30 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VUSV, CGDV

Today

17.9%most shared, VUSV and CGDV

VUSVCGDV

VUSV—17.9%

CGDV17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

VUSVWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CGDVVUSV

+14.6%Year to date+18.2%

1.2%Yield0.2%

+17.5%Past year[…]

0.33%Fee0.30%

2–1VUSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026