BDVG vs CGDV

ABDVG

BCGDV

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−6.7%BDVG · worst fall in 1Y

Held in common15.5%BDVG and CGDV

BDVG

CGDV

iMGP Berkshire Dividend Growth ETF · $24MCapital Group Dividend Value ETF · $39.5B

+18.4%3 years · per year$16,615 · $18,840+23.5%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

1.34%12-mo yield$134 · $127 on $10k1.27%

−6.7%Worst dropSmaller wins−9.7%

11.1%VolatilityLower wins13.4%

3–2BDVG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBDVG · CGDV

3.8%MSFT7.0%

3.7%CSCO2.4%

4.2%JPM2.2%

4.6%AAPL2.0%

Held in common15.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.34%	+0.2%	+18.1%	+20.3%	+18.4%	new	−6.7%	$24M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.34%	+0.2%	+18.1%	+20.3%	+18.4%	new	−6.7%	$24M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BDVG vs CGDV

BDVG

iMGP Berkshire Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBDVGCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield1.34%1.27%

5 years, per year[…][…]

3 years, per year+18.4%+23.5%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y11.1%13.4%

2–2measures won
level

15.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BDVG, CGDV, VIG

Today

31.1%most shared, BDVG and VIG

BDVGCGDVVIG

BDVG—15.5%31.1%

CGDV15.5%—29.4%

VIG31.1%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

BDVG$134 − $55 = $79

KeptFee

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