CGDV vs VOO

ACGDV

BVOO

Measures won3–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.27%CGDV · $127 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common36.5%CGDV and VOO

CGDV

VOO

Capital Group Dividend Value ETF · $39.5BVanguard S&P 500 ETF · $1.00T

+23.5%3 years · per year$18,840 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

1.27%12-mo yield$127 · $110 on $10k1.10%

−9.7%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.5%

3–2CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · VOO

7.0%MSFT5.8%

5.7%NVDA8.4%

4.0%AVGO2.5%

2.5%AMZN3.7%

Held in common36.5%

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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 VOO

CGDV

Capital Group Dividend Value

[…]

VOO

Vanguard S&P 500

$17,177

MeasureCGDVVOO

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield1.27%1.10%

5 years, per year[…]+11.4%

3 years, per year+23.5%+21.8%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y13.4%13.5%

3–2measures won
CGDV first

36.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: CGDV, VOO

Today

36.5%most shared, CGDV and VOO

CGDVVOO

CGDV—36.5%

VOO36.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

CGDV$127 − $33 = $94

KeptFee

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