CGDV vs ASTY

ACGDV

BASTY

Measures won2–0CGDV 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−7.9%VIG · worst fall in 1Y

Held in common[…]CGDV and ASTY

CGDV

ASTY

Capital Group Dividend Value ETF · $37.9BTidal Trust II - Defiance Daily Target 2X Long ASTS ETF · $3M

+23.5%3 years · per year$18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $117 on $10k · lower wins1.17%

1.27%12-mo yield$127 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

2–0CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · ASTY

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

Held in common[…]

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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	BASTY	Tidal Trust II - Defiance Daily Target 2X Long ASTS ETFRead Desk	1.17%	0.00%	+12.9%	new	new	new	new	[…]	$3M

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	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	BASTY	Tidal Trust II - Defiance Daily Target 2X Long ASTS ETFRead Desk	1.17%	0.00%	+12.9%	new	new	new	new	[…]	$3M

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

CGDV vs ASTY

CGDV

Capital Group Dividend Value

[…]

ASTY

Tidal Trust II - Defiance Daily Target 2X Long ASTS

[…]

MeasureCGDVASTY

Fee0.33%1.17%

Cost on $10k a year$33$117

Yield1.27%0.00%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

2–0measures won
CGDV first

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CGDV, ASTY, VIG

Today

29.4%most shared, CGDV and VIG

CGDVASTYVIG

CGDV—[…]29.4%

ASTY[…]—[…]

VIG29.4%[…]—

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

ASTY$0 − $117 = −$117

KeptFee

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