CDL vs VIG

ACDL

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.07%CDL · $307 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common11.5%CDL and VIG

CDL

VIG

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420MVanguard Dividend Appreciation ETF · $109B

+18.8%3 years · per year$16,786 · $16,669+18.6%

+10.1%5 years · per year$16,213 · $16,243+10.2%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

3.07%12-mo yield$307 · $150 on $10k1.50%

−7.9%Worst dropSmaller wins−7.9%

11.1%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · VIG

1.5%PG1.5%

1.1%ABBV2.0%

1.1%HD1.3%

1.0%XOM3.0%

Held in common11.5%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.07%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$420M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.07%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$420M

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

CDL vs VIG

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

VIG

Vanguard Dividend Appreciation

$16,243

MeasureCDLVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield3.07%1.50%

5 years, per year+10.1%+10.2%

3 years, per year+18.8%+18.6%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y11.1%10.8%

3–2measures won
VIG first

11.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CDL, VIG, SCHD

Today

22.0%most shared, CDL and SCHD

CDLVIGSCHD

CDL—11.5%22.0%

VIG11.5%—14.5%

SCHD22.0%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CDL$307 − $38 = $269

VIG$150 − $4 = $146

KeptFee

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