CGDV vs ORCS5YCGDVCGDVAvsBORCSORCSCapital Group Dividend Value ETF · $39.2BDirexion Daily ORCL Bear 1X ETF · $6MReturns · dividends in+23.6%3 years · per year$18,895 · […][…][…]5 years · per year[…]Cost and income0.33%Expense ratio$33 · $99 on $10k · lower wins0.99%1.24%12-mo yield$124 · $196 on $10k1.96%Risk · 1 year
$10,000 in CGDV, ORCS, VIG5Y$10k startVIG $16.6kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGDV, ORCS, VIGToday29.3%most shared, CGDV and VIGCGDVORCSVIGCGDV—[…]29.3%ORCS[…]—[…]VIG29.3%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CGDV vs ORCS5YACGDVCapital Group Dividend Value[…]vsORCSBDirexion Daily ORCL Bear 1X[…]MeasureCGDVORCSFee0.33%0.99%Cost on $10k a year$33$99Yield1.24%1.96%5 years, per year[…][…]3 years, per year+23.6%[…]Worst drop · 1Y−9.7%[…]Volatility · 1Y13.5%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2B3BORCSDirexion Daily ORCL Bear 1X ETFReadDesk0.99%1.96%+0.5%+15.5%newnewnew[…]$6MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$39.2B3BORCSDirexion Daily ORCL Bear 1X ETFReadDesk0.99%1.96%+0.5%+15.5%newnewnew[…]$6MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: CGDV, ORCS, VIGToday29.3%most shared, CGDV and VIGCGDVORCSVIGCGDV—[…]29.3%ORCS[…]—[…]VIG29.3%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$141most kept, VIGVIG$145 − $4 = $141ORCS$196 − $99 = $97CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee