Compare · 2 funds side by side · dividends reinvested

VYM and CGDV

VYMVanguard×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

VYM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: VYM 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,305

VYM

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 23.1% in common

VYMMeasureCGDV

+15.8%Year to dateJan 1 → Nov 3+13.0%

+19.0%1 yearTotal return+16.1%

+21.5%3 years · per year$10,000 became $17,952 · $19,988+26.0%

+11.6%5 years · per year$10,000 became $17,305 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

2.25%Trailing 12-mo yield$225 · $123 a year on $10k1.23%

−6.7%Worst dropSmaller is better−9.7%

10.0%VolatilityLower is calmer12.6%

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

6–1VYM wins

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

More Ways to See the Pairs

VYM vs CGDV: Top 5 Holdings

Today

VYM

18.2%in top 5

CGDV

in top 524.1%

VYMStockCGDV

6.9%AVGO4.3%

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5META3.8%

3.8%JPMnot top 5

not top 5RTX3.3%

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common23.1%

End-of-day Nov 3, 2026 · share of each fund

VYM vs CGDV Returns, Every Period

VanguardVYM

+19.0%

past year

CGDVCapital Group

+16.1%

past year

VYMCGDVFaded: behind in that period

2–1VYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VYM vs CGDV

YTD

VanguardVYM

+15.8%

CGDVCapital Group

+13.0%

+15.8%Year to date+13.0%

−6.7%Worst drop · 1Y−9.7%

10.0%Volatility · 1Y12.6%

2.3%Yield1.2%

$78.9BAssets$38.8B

4–0VYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VYM, CGDV

2.25%highest, VYM

FundTrailing yieldYield$10k

VYM2.25%$225

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VYM, CGDV

Today

23.1%most shared, VYM and CGDV

VYMCGDV

VYM—23.1%

CGDV23.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%VYM, at 10.0% volatility

VYMWorst drop−6.7%10.0% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VYMCGDV

+15.8%Year to date+13.0%

2.3%Yield1.2%

+19.0%Past year+16.1%

0.04%Fee0.33%

4–0VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026