DGRO vs CGDV

ADGRO

BCGDV

Measures won4–1DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.86%DGRO · $186 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common28.5%DGRO and CGDV

DGRO

CGDV

iShares Core Dividend Growth ETF · $44.9BCapital Group Dividend Value ETF · $39.5B

+21.1%3 years · per year$17,770 · $19,064+24.0%

+11.1%5 years · per year$16,941 · […][…]

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

1.86%12-mo yield$186 · $127 on $10k1.27%

−6.5%Worst dropSmaller wins−9.7%

10.2%VolatilityLower wins13.4%

4–1DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDGRO · CGDV

3.2%MSFT7.0%

2.4%AVGO4.3%

2.7%JPM2.2%

3.0%AAPL1.9%

Held in common28.5%

End-of-day Nov 5, 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	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

Cards for this view

DGRO vs CGDV

DGRO

iShares Core Dividend Growth

$16,941

CGDV

Capital Group Dividend Value

[…]

MeasureDGROCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield1.86%1.27%

5 years, per year+11.1%[…]

3 years, per year+21.1%+24.0%

Worst drop · 1Y−6.5%−9.7%

Volatility · 1Y10.2%13.4%

4–1measures won
DGRO first

28.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DGRO, WCEO, CGDV

Today

28.5%most shared, DGRO and CGDV

DGROWCEOCGDV

DGRO—5.9%28.5%

WCEO5.9%—0.7%

CGDV28.5%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee