VIG vs CGDV

AVIG

BCGDV

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common29.4%VIG and CGDV

VIG

CGDV

Vanguard Dividend Appreciation ETF · $109BCapital Group Dividend Value ETF · $39.0B

+20.6%3 years · per year$17,533 · $20,044+26.1%

+11.2%5 years · per year$17,005 · […][…]

0.04%Expense ratio$4 · $33 on $10k · lower wins0.33%

1.44%12-mo yield$144 · $122 on $10k1.22%

−7.9%Worst dropSmaller wins−9.7%

10.2%VolatilityLower wins12.6%

4–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · CGDV

4.9%MSFT6.6%

4.3%AVGO4.4%

4.1%LLY2.1%

3.9%JPM2.1%

Held in common29.4%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M

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

VIG vs CGDV

VIG

Vanguard Dividend Appreciation

$17,005

CGDV

Capital Group Dividend Value

[…]

MeasureVIGCGDV

Fee0.04%0.33%

Cost on $10k a year$4$33

Yield1.44%1.22%

5 years, per year+11.2%[…]

3 years, per year+20.6%+26.1%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y10.2%12.6%

4–1measures won
VIG first

29.4%

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, WCEO, VIG

Today

29.4%most shared, CGDV and VIG

CGDVWCEOVIG

CGDV—0.7%29.4%

WCEO0.7%—4.8%

VIG29.4%4.8%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

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