CGDV vs VIG

ACGDV

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common29.4%CGDV and VIG

CGDV

VIG

Capital Group Dividend Value ETF · $37.8BVanguard Dividend Appreciation ETF · $109B

+23.7%3 years · per year$18,934 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.33%Expense ratio$33 · $4 on $10k · lower wins0.04%

1.24%12-mo yield$124 · $146 on $10k1.46%

−9.7%Worst dropSmaller wins−7.9%

13.5%VolatilityLower wins11.0%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · VIG

6.9%MSFT4.9%

4.0%AVGO4.3%

2.2%JPM3.9%

2.1%LLY4.1%

Held in common29.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

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 VIG

CGDV

Capital Group Dividend Value

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureCGDVVIG

Fee0.33%0.04%

Cost on $10k a year$33$4

Yield1.24%1.46%

5 years, per year[…]+10.7%

3 years, per year+23.7%+18.8%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y13.5%11.0%

4–1measures won
VIG first

29.4%

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, WCME, VIG

Today

29.4%most shared, CGDV and VIG

CGDVWCMEVIG

CGDV—0.0%29.4%

WCME0.0%—0.0%

VIG29.4%0.0%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

WCME$38 − $95 = −$57

KeptFee

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