DGRO vs CGDV

ADGRO

BCGDV

Measures won4–1DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common28.2%DGRO and CGDV

DGRO

CGDV

iShares Core Dividend Growth ETF · $44.7BCapital Group Dividend Value ETF · $37.8B

+20.7%3 years · per year$17,571 · $18,934+23.7%

+11.4%5 years · per year$17,131 · […][…]

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

1.84%12-mo yield$184 · $124 on $10k1.24%

−6.5%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins13.5%

4–1DGRO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDGRO · CGDV

3.1%MSFT6.9%

2.2%AVGO4.0%

2.7%JPM2.2%

3.1%AAPL2.0%

Held in common28.2%

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 Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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

DGRO vs CGDV

DGRO

iShares Core Dividend Growth

$17,131

CGDV

Capital Group Dividend Value

[…]

MeasureDGROCGDV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield1.84%1.24%

5 years, per year+11.4%[…]

3 years, per year+20.7%+23.7%

Worst drop · 1Y−6.5%−9.7%

Volatility · 1Y10.3%13.5%

4–1measures won
DGRO first

28.2%

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: DGRO, WCEO, SCHD, CGDV

Today

28.2%most shared, DGRO and CGDV

DGROWCEOSCHDCGDV

DGRO—5.9%21.3%28.2%

WCEO5.9%—2.8%0.7%

SCHD21.3%2.8%—5.8%

CGDV28.2%0.7%5.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

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