CDL vs VTV

ACDL

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · CDL $16,332

Lowest cost0.03%VTV · $3 on $10k

Most income3.04%CDL · $304 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common21.8%CDL and VTV

CDL

VTV

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420MVanguard Morningstar Value ETF · $184B

+19.5%3 years · per year$17,046 · $17,832+21.3%

+10.3%5 years · per year$16,332 · $17,626+12.0%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

3.04%12-mo yield$304 · $186 on $10k1.86%

−7.9%Worst dropSmaller wins−6.4%

11.1%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · VTV

1.4%PG1.3%

1.1%ABBV1.8%

1.1%CVX1.5%

1.1%HD1.1%

Held in common21.8%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$420M

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$420M

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

CDL vs VTV

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,332

VTV

Vanguard Morningstar Value

$17,626

MeasureCDLVTV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield3.04%1.86%

5 years, per year+10.3%+12.0%

3 years, per year+19.5%+21.3%

Worst drop · 1Y−7.9%−6.4%

Volatility · 1Y11.1%10.7%

5–1measures won
VTV first

21.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CDL, VTV

Today

21.8%most shared, CDL and VTV

CDLVTV

CDL—21.8%

VTV21.8%—

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

Income After Fees on $10,000

$266most kept, CDL

CDL$304 − $38 = $266

VTV$186 − $3 = $183

KeptFee

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