CGDV vs VT5YCGDVCGDVAvsBVTVTCapital Group Dividend Value ETF · $38.8BVanguard Total World Stock ETF · $81.8BReturns · dividends in+23.3%3 years · per year$18,754 · $17,366+20.2%[…]5 years · per year[…] · $15,878+9.7%Cost and income0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%1.24%12-mo yield$124 · $156 on $10k1.56%
$10,000 in CGDV, WCMI, VT5Y$10k startVT $15.9kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGDV, WCMI, VTToday24.6%most shared, CGDV and VTCGDVWCMIVTCGDV—1.6%24.6%WCMI1.6%—3.5%VT24.6%3.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CGDV vs VT5YACGDVCapital Group Dividend Value[…]vsVTBVanguard Total World Stock$15,878MeasureCGDVVTFee0.33%0.06%Cost on $10k a year$33$6Yield1.24%1.56%5 years, per year[…]+9.7%3 years, per year+23.3%+20.2%Worst drop · 1Y−9.7%−9.7%Volatility · 1Y13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVanguard Total World Stock ETFReadDesk0.06%1.56%−0.3%+10.8%+13.5%+20.2%+9.7%−9.7%$81.8B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8B3WCMIFirst Trust WCM International Equity ETFReadDesk0.85%0.57%−0.7%+8.0%+11.8%newnew−12.5%$2.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVanguard Total World Stock ETFReadDesk0.06%1.56%−0.3%+10.8%+13.5%+20.2%+9.7%−9.7%$81.8B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8B3WCMIFirst Trust WCM International Equity ETFReadDesk0.85%0.57%−0.7%+8.0%+11.8%newnew−12.5%$2.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: CGDV, WCMI, VTToday24.6%most shared, CGDV and VTCGDVWCMIVTCGDV—1.6%24.6%WCMI1.6%—3.5%VT24.6%3.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$150most kept, VTVT$156 − $6 = $150CGDV$124 − $33 = $91WCMI$57 − $85 = −$28KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee