CGDV vs GISC

ACGDV

BGISC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.97%GISC · $197 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%CGDV and GISC

CGDV

GISC

Capital Group Dividend Value ETF · $39.0BGuggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M

+26.1%3 years · per year$20,044 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $47 on $10k · lower wins0.47%

1.22%12-mo yield$122 · $197 on $10k1.97%

−9.7%Worst dropSmaller wins[…]

12.6%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · GISC

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

Held in common0.0%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.5%	new	new	new	new	[…]	$93M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.5%	new	new	new	new	[…]	$93M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs GISC

CGDV

Capital Group Dividend Value

[…]

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

MeasureCGDVGISC

Fee0.33%0.47%

Cost on $10k a year$33$47

Yield1.22%1.97%

5 years, per year[…][…]

3 years, per year+26.1%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y12.6%[…]

1–1measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CGDV, GISC, VIG

Today

29.4%most shared, CGDV and VIG

CGDVGISCVIG

CGDV—0.0%29.4%

GISC0.0%—0.1%

VIG29.4%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, GISC

GISC$197 − $47 = $150

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee