DMX vs CGDV

ADMX

BCGDV

Measures won3–1DMX wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income5.88%DMX · $588 on $10k

Smallest drop−1.9%DMX · worst fall in 1Y

Held in common[…]DMX and CGDV

DMX

CGDV

DoubleLine Multi-Sector Income ETF · $108MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

5.88%12-mo yield$588 · $122 on $10k1.22%

−1.9%Worst dropSmaller wins−9.7%

2.2%VolatilityLower wins12.6%

3–1DMX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDMX · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ADMX	DoubleLine Multi-Sector Income ETFRead Desk	0.50%	5.88%	+0.3%	+2.1%	+3.6%	new	new	−1.9%	$108M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ADMX	DoubleLine Multi-Sector Income ETFRead Desk	0.50%	5.88%	+0.3%	+2.1%	+3.6%	new	new	−1.9%	$108M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DMX vs CGDV

DMX

DoubleLine Multi-Sector Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDMXCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield5.88%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−1.9%−9.7%

Volatility · 1Y2.2%12.6%

3–1measures won
DMX first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DMX, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DMXCGDVVIG

DMX—[…][…]

CGDV[…]—29.4%

VIG[…]29.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$538most kept, DMX

DMX$588 − $50 = $538

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee