BDVG vs CGDV

ABDVG

BCGDV

Measures won3–2BDVG wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

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

Held in common15.4%BDVG and CGDV

BDVG

CGDV

iMGP Berkshire Dividend Growth ETF · $23MCapital Group Dividend Value ETF · $37.8B

+18.2%3 years · per year$16,529 · $18,934+23.7%

[…]5 years · per year[…]

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

1.32%12-mo yield$132 · $124 on $10k1.24%

−6.7%Worst dropSmaller wins−9.7%

11.2%VolatilityLower wins13.5%

3–2BDVG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBDVG · CGDV

3.8%MSFT6.9%

3.6%CSCO2.4%

4.1%JPM2.2%

4.6%AAPL2.0%

Held in common15.4%

End-of-day Nov 9, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.32%	+1.9%	+19.8%	+22.7%	+18.2%	new	−6.7%	$23M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ABDVG	iMGP Berkshire Dividend Growth ETFRead Desk	0.55%	1.32%	+1.9%	+19.8%	+22.7%	+18.2%	new	−6.7%	$23M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

Yield1.32%1.24%

5 years, per year[…][…]

3 years, per year+18.2%+23.7%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y11.2%13.5%

3–2measures won
BDVG first

15.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BDVG, CGDV, VYM

Today

24.1%most shared, BDVG and VYM

BDVGCGDVVYM

BDVG—15.4%24.1%

CGDV15.4%—22.8%

VYM24.1%22.8%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

BDVG$132 − $55 = $77

KeptFee

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