CGDV vs VT

ACGDV

BVT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,649VT

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common24.5%CGDV and VT

CGDV

Capital Group Dividend Value ETF · $37.9BVanguard Total World Stock ETF · $81.8B

+23.5%3 years · per year$18,840 · $17,563+20.7%

[…]5 years · per year[…] · $15,649+9.4%

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

1.27%12-mo yield$127 · $159 on $10k1.59%

−9.7%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins14.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · VT

5.7%NVDA4.5%

7.0%MSFT3.2%

2.5%AMZN2.0%

2.0%AAPL4.1%

Held in common24.5%

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

All Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.39%	+1.5%	−1.3%	−4.1%	new	new	−17.3%	$35M

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

All Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.39%	+1.5%	−1.3%	−4.1%	new	new	−17.3%	$35M

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 VT

CGDV

Capital Group Dividend Value

[…]

Vanguard Total World Stock

$15,649

MeasureCGDVVT

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield1.27%1.59%

5 years, per year[…]+9.4%

3 years, per year+23.5%+20.7%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y13.4%14.7%

2–2measures won
level

24.5%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, WCME, VT

Today

24.5%most shared, CGDV and VT

CGDVWCMEVT

CGDV—0.0%24.5%

WCME0.0%—4.2%

VT24.5%4.2%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

CGDV$127 − $33 = $94

WCME$39 − $95 = −$56

KeptFee

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