DIVS vs CGDV

ADIVS

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · DIVS $16,113

Lowest cost0.04%VIG · $4 on $10k

Most income2.67%DIVS · $267 on $10k

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

Held in common18.1%DIVS and CGDV

DIVS

CGDV

Guinness Atkinson Dividend Builder ETF · $39MCapital Group Dividend Value ETF · $37.8B

+16.5%3 years · per year$15,815 · $18,934+23.7%

+10.0%5 years · per year$16,113 · […][…]

0.98%Expense ratio$98 · $33 on $10k · lower wins0.33%

2.67%12-mo yield$267 · $124 on $10k1.24%

−10.6%Worst dropSmaller wins−9.7%

11.2%VolatilityLower wins13.5%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVS · CGDV

3.7%MSFT6.9%

3.1%AVGO4.0%

2.8%NVDA5.9%

4.0%CSCO2.4%

Held in common18.1%

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 Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk	0.98%	2.67%	+1.8%	+15.1%	+18.3%	+16.5%	+10.0%	−10.6%	$39M
3	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 Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk	0.98%	2.67%	+1.8%	+15.1%	+18.3%	+16.5%	+10.0%	−10.6%	$39M
3	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

DIVS vs CGDV

DIVS

Guinness Atkinson Dividend Builder

$16,113

CGDV

Capital Group Dividend Value

[…]

MeasureDIVSCGDV

Fee0.98%0.33%

Cost on $10k a year$98$33

Yield2.67%1.24%

5 years, per year+10.0%[…]

3 years, per year+16.5%+23.7%

Worst drop · 1Y−10.6%−9.7%

Volatility · 1Y11.2%13.5%

3–2measures won
CGDV first

18.1%

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%

$122BAssets$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%

$45.5BAssets$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: DIVS, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DIVSCGDVVIG

DIVS—18.1%22.0%

CGDV18.1%—29.4%

VIG22.0%29.4%—

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

Income After Fees on $10,000

$169most kept, DIVS

DIVS$267 − $98 = $169

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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