Compare · 4 funds side by side · dividends reinvested

VYM, SSUS, CGDV and DGRO

VYMVanguard×SSUSDay Hagan×CGDVCapital Group×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

VYM, SSUS, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B3.0

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+13.6%+15.4%+18.8%+9.6%−9.0%14.6%$577M3.6

Rank among the four1st → 4thFee, 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: VYM 2006 · SSUS 2020 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $577M$15,797

SSUS

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

SSUSMeasureCGDV

+13.6%Year to dateJan 1 → Nov 9+12.4%

+15.4%1 yearTotal return+16.3%

+18.8%3 years · per year$10,000 became $16,779 · $18,977+23.8%

+9.6%5 years · per year$10,000 became $15,797 · […][…]

0.77%Expense ratio$77 · $33 a year on $10k · lower is better0.33%

0.45%Trailing 12-mo yield$45 · $124 a year on $10k1.24%

−9.0%Worst dropSmaller is better−9.7%

14.6%VolatilityLower is calmer13.6%

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

2–5CGDV wins

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

More Ways to See the Pairs

SSUS vs CGDV: Top 5 Holdings

Today

SSUS

72.9%in top 5

CGDV

in top 523.9%

SSUSStockCGDV

31.5%XLKnot top 5

11.2%XLFnot top 5

10.7%XLInot top 5

10.2%XLVnot top 5

9.3%XLYnot top 5

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common10.5%

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

SSUS vs CGDV Returns, Every Period

Day HaganSSUS

+15.4%

past year

CGDVCapital Group

+16.3%

past year

SSUSCGDVFaded: behind in that period

1–2CGDV wins

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

Unsorted vs Income: SSUS vs VYM

YTD

Day HaganSSUS

+13.6%

VYMVanguard

+15.4%

+13.6%Year to date+15.4%

−9.0%Worst drop · 1Y−6.7%

14.6%Volatility · 1Y10.8%

0.5%Yield2.3%

$577MAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: VYM, SSUS, CGDV, DGRO

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

CGDV0.33%$33

SSUS0.77%$77

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

Yields: VYM, SSUS, CGDV, DGRO

2.26%highest, VYM

FundTrailing yieldYield$10k

VYM2.26%$226

DGRO1.83%$183

CGDV1.24%$124

SSUS0.45%$45

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

DGRO$183 − $8 = $175

CGDV$124 − $33 = $91

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: VYM, SSUS, CGDV, DGRO

Today

61.3%most shared, VYM and DGRO

VYMSSUSCGDVDGRO

VYM—0.0%22.8%61.3%

SSUS0.0%—10.5%5.2%

CGDV22.8%10.5%—28.3%

DGRO61.3%5.2%28.3%—

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

Return vs Bumpiness: 4 ETFs

+23.2%DGRO, at 10.4% volatility

DGROWorst drop−6.5%10.4% vol

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.6% vol

SSUSWorst drop−9.0%14.6% vol

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

Paid More vs Made More

YTD

VYMDGRO

+15.4%Year to date+19.1%

2.3%Yield1.8%

+19.5%Past year+23.2%

0.04%Fee0.08%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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