CGDV vs SDOG

ACGDV

BSDOG

Measures won2–3SDOG wins · of 6 · 5Y

$10,000 · 5Y$16,865SDOG · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income3.36%SDOG · $336 on $10k

Smallest drop−7.3%SDOG · worst fall in 1Y

Held in common8.6%CGDV and SDOG

CGDV

SDOG

Capital Group Dividend Value ETF · $37.8BALPS Sector Dividend Dogs ETF · $1.4B

+23.7%3 years · per year$18,934 · $17,756+21.1%

[…]5 years · per year[…] · $16,865+11.0%

0.33%Expense ratio$33 · $36 on $10k · lower wins0.36%

1.24%12-mo yield$124 · $336 on $10k3.36%

−9.7%Worst dropSmaller wins−7.3%

13.5%VolatilityLower wins12.1%

2–3SDOG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · SDOG

2.6%SBUX2.2%

3.1%CMCSA2.0%

1.9%ABBV2.3%

1.7%IP2.1%

Held in common8.6%

End-of-day Nov 9, 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	BSDOG	ALPS Sector Dividend Dogs ETFRead Desk	0.36%	3.36%	+1.3%	+24.0%	+29.4%	+21.1%	+11.0%	−7.3%	$1.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSDOG	ALPS Sector Dividend Dogs ETFRead Desk	0.36%	3.36%	+1.3%	+24.0%	+29.4%	+21.1%	+11.0%	−7.3%	$1.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs SDOG

CGDV

Capital Group Dividend Value

[…]

SDOG

ALPS Sector Dividend Dogs

$16,865

MeasureCGDVSDOG

Fee0.33%0.36%

Cost on $10k a year$33$36

Yield1.24%3.36%

5 years, per year[…]+11.0%

3 years, per year+23.7%+21.1%

Worst drop · 1Y−9.7%−7.3%

Volatility · 1Y13.5%12.1%

3–2measures won
SDOG first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CGDV, SDOG, VIG

Today

29.4%most shared, CGDV and VIG

CGDVSDOGVIG

CGDV—8.6%29.4%

SDOG8.6%—6.5%

VIG29.4%6.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$300most kept, SDOG

SDOG$336 − $36 = $300

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee