Compare · 3 funds side by side · dividends reinvested

YRAM, VIG and CGDV

YRAMYieldMax×VIGVanguard×CGDVCapital Group×

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

02 / 04

YRAM, VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%8.73%[…][…][…][…][…][…]$5M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.0

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: YRAM 2026 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

CGDV

YRAM

YieldMax Memory and Storage Portfolio Option Income ETF · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

CGDVMeasureYRAM

+9.6%Year to dateJan 1 → Nov 6[…]

+12.9%1 yearTotal return[…]

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $101 a year on $10k · lower is better1.01%

1.27%Trailing 12-mo yield$127 · $873 a year on $10k8.73%

−9.7%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

CGDV vs YRAM: Top 5 Holdings

Today

CGDV

23.9%in top 5

YRAM

in top 533.9%

CGDVStockYRAM

not top 5MU15.3%

7.0%MSFTnot top 5

5.7%NVDAnot top 5

not top 5WDC5.2%

not top 5STX4.9%

not top 5SNDK4.5%

4.0%AVGOnot top 5

not top 5P4.0%

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common1.2%

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

CGDV vs YRAM Returns, Every Period

Capital GroupCGDV

+12.9%

past year

YRAMYieldMax

[…]

past year

Returns […]

CGDVYRAMFaded: behind in that period

0–0Level

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

CGDV vs YRAM

YTD

Capital GroupCGDV

+9.6%

YRAMYieldMax

[…]

+9.6%Year to date[…]

−9.7%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.3%Yield8.7%

$37.9BAssets$5.2M

1–0YRAM wins

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

Cost, Income and Risk

Fees: YRAM, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

YRAM1.01%$101

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

Yields: YRAM, VIG, CGDV

8.73%highest, YRAM

FundTrailing yieldYield$10k

YRAM8.73%$873

VIG1.50%$150

CGDV1.27%$127

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

Income After Fees on $10,000

$772most kept, YRAM

YRAM$873 − $101 = $772

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: YRAM, VIG, CGDV

Today

29.4%most shared, VIG and CGDV

YRAMVIGCGDV

YRAM—0.0%1.2%

VIG0.0%—29.4%

CGDV1.2%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

YRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

YRAMVIG

[…]Year to date+12.1%

8.7%Yield1.5%

[…]Past year+14.3%

1.01%Fee0.04%

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026