BLUI vs CGDV

ABLUI

BCGDV

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income5.23%BLUI · $523 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common0.0%BLUI and CGDV

BLUI

CGDV

Bluemonte Diversified Income ETF · $122MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

5.23%12-mo yield$523 · $127 on $10k1.27%

−3.7%Worst dropSmaller wins−9.7%

4.1%VolatilityLower wins13.4%

3–1BLUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBLUI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk	0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$122M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk	0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$122M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Cards for this view

BLUI vs CGDV

BLUI

Bluemonte Diversified Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBLUICGDV

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield5.23%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−3.7%−9.7%

Volatility · 1Y4.1%13.4%

3–1measures won
BLUI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BLUI, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

BLUICGDVVIG

BLUI—0.0%0.0%

CGDV0.0%—29.5%

VIG0.0%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$443most kept, BLUI

BLUI$523 − $80 = $443

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee