DURA vs CGDV

ADURA

BCGDV

Measures won3–2DURA wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · DURA $15,152

Lowest cost0.04%VIG · $4 on $10k

Most income3.11%DURA · $311 on $10k

Smallest drop−7.0%DURA · worst fall in 1Y

Held in common12.8%DURA and CGDV

DURA

CGDV

VanEck Durable High Dividend ETF · $38MCapital Group Dividend Value ETF · $37.9B

+15.0%3 years · per year$15,198 · $18,840+23.5%

+8.7%5 years · per year$15,152 · […][…]

0.30%Expense ratio$30 · $33 on $10k · lower wins0.33%

3.11%12-mo yield$311 · $127 on $10k1.27%

−7.0%Worst dropSmaller wins−9.7%

15.1%VolatilityLower wins13.4%

3–2DURA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDURA · CGDV

1.7%UNP2.5%

5.2%PM1.7%

2.9%AMGN1.2%

5.1%XOM1.2%

Held in common12.8%

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	ADURA	VanEck Durable High Dividend ETFRead Desk	0.30%	3.11%	−0.7%	+21.0%	+26.2%	+15.0%	+8.7%	−7.0%	$38M
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	ADURA	VanEck Durable High Dividend ETFRead Desk	0.30%	3.11%	−0.7%	+21.0%	+26.2%	+15.0%	+8.7%	−7.0%	$38M
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

DURA vs CGDV

DURA

VanEck Durable High Dividend

$15,152

CGDV

Capital Group Dividend Value

[…]

MeasureDURACGDV

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield3.11%1.27%

5 years, per year+8.7%[…]

3 years, per year+15.0%+23.5%

Worst drop · 1Y−7.0%−9.7%

Volatility · 1Y15.1%13.4%

3–2measures won
DURA first

12.8%

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: DURA, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

DURACGDVVIG

DURA—12.8%18.7%

CGDV12.8%—29.4%

VIG18.7%29.4%—

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

Income After Fees on $10,000

$281most kept, DURA

DURA$311 − $30 = $281

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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