DIVL vs CGDV

ADIVL

BCGDV

Measures won3–2DIVL wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.74%DIVL · $174 on $10k

Smallest drop−6.9%DIVL · worst fall in 1Y

Held in common13.9%DIVL and CGDV

DIVL

CGDV

Madison Dividend Value ETF · $63MCapital Group Dividend Value ETF · $37.9B

+14.8%3 years · per year$15,146 · $18,840+23.5%

[…]5 years · per year[…]

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

1.74%12-mo yield$174 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins13.4%

3–2DIVL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVL · CGDV

3.6%UNP2.5%

2.6%JPM2.2%

3.9%ABBV1.9%

3.0%AMGN1.2%

Held in common13.9%

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	ADIVL	Madison Dividend Value ETFRead Desk	0.65%	1.74%	−0.5%	+14.8%	+17.9%	+14.8%	new	−6.9%	$63M
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	ADIVL	Madison Dividend Value ETFRead Desk	0.65%	1.74%	−0.5%	+14.8%	+17.9%	+14.8%	new	−6.9%	$63M
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

DIVL vs CGDV

DIVL

Madison Dividend Value

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDIVLCGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield1.74%1.27%

5 years, per year[…][…]

3 years, per year+14.8%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y11.0%13.4%

3–2measures won
DIVL first

13.9%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DIVL, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DIVLCGDVVIG

DIVL—13.9%27.1%

CGDV13.9%—29.4%

VIG27.1%29.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

DIVL$174 − $65 = $109

CGDV$127 − $33 = $94

KeptFee

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