DIVE vs CGDV

ADIVE

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common16.1%DIVE and CGDV

DIVE

CGDV

Dana Concentrated Dividend ETF · $48MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

1.26%12-mo yield$126 · $127 on $10k1.27%

−11.5%Worst dropSmaller wins−9.7%

12.7%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVE · CGDV

3.0%META3.8%

4.8%AMZN2.5%

3.4%ABBV1.9%

5.6%PM1.7%

Held in common16.1%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.26%	−2.1%	+12.0%	+19.0%	new	new	−11.5%	$48M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.26%	−2.1%	+12.0%	+19.0%	new	new	−11.5%	$48M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

DIVE vs CGDV

DIVE

Dana Concentrated Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDIVECGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield1.26%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y12.7%13.4%

2–1measures won
CGDV first

16.1%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIVE, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

DIVECGDVVIG

DIVE—16.1%8.5%

CGDV16.1%—29.5%

VIG8.5%29.5%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

DIVE$126 − $65 = $61

KeptFee

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