DIVD vs CGDV

ADIVD

BCGDV

Measures won3–2DIVD wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.68%DIVD · $268 on $10k

Smallest drop−7.1%DIVD · worst fall in 1Y

Held in common10.4%DIVD and CGDV

DIVD

CGDV

Altrius Global Dividend ETF · $28MCapital Group Dividend Value ETF · $37.9B

+20.8%3 years · per year$17,624 · $18,840+23.5%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $33 on $10k · lower wins0.33%

2.68%12-mo yield$268 · $127 on $10k1.27%

−7.1%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins13.4%

3–2DIVD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVD · CGDV

1.3%ABBV1.9%

1.2%SBUX2.7%

1.2%PM1.7%

1.2%XOM1.2%

Held in common10.4%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADIVD	Altrius Global Dividend ETFRead Desk	0.49%	2.68%	−1.2%	+20.6%	+27.8%	+20.8%	new	−7.1%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADIVD	Altrius Global Dividend ETFRead Desk	0.49%	2.68%	−1.2%	+20.6%	+27.8%	+20.8%	new	−7.1%	$28M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

DIVD vs CGDV

DIVD

Altrius Global Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDIVDCGDV

Fee0.49%0.33%

Cost on $10k a year$49$33

Yield2.68%1.27%

5 years, per year[…][…]

3 years, per year+20.8%+23.5%

Worst drop · 1Y−7.1%−9.7%

Volatility · 1Y11.5%13.4%

3–2measures won
DIVD first

10.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DIVD, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DIVDCGDVVIG

DIVD—10.4%16.6%

CGDV10.4%—29.4%

VIG16.6%29.4%—

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

Income After Fees on $10,000

$219most kept, DIVD

DIVD$268 − $49 = $219

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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