DVGR vs CGDV

ADVGR

BCGDV

Measures won0–2CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income1.23%CGDV · $123 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common16.0%DVGR and CGDV

DVGR

CGDV

DAC 3D Dividend Growth ETF · $17MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $19,988+26.0%

[…]5 years · per year[…]

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

0.86%12-mo yield$86 · $123 on $10k1.23%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins12.6%

0–2CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDVGR · CGDV

4.6%AVGO4.3%

3.8%MSFT6.5%

3.6%ORCL2.8%

4.0%JPM2.1%

Held in common16.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADVGR	DAC 3D Dividend Growth ETFRead Desk		0.65%	0.86%	+0.3%	+10.2%	new	new	new	[…]	$17M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADVGR	DAC 3D Dividend Growth ETFRead Desk		0.65%	0.86%	+0.3%	+10.2%	new	new	new	[…]	$17M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

DVGR vs CGDV

DVGR

DAC 3D Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureDVGRCGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield0.86%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]12.6%

2–0measures won
CGDV first

16.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: DVGR, CGDV

Today

16.0%most shared, DVGR and CGDV

DVGRCGDV

DVGR—16.0%

CGDV16.0%—

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

Income After Fees on $10,000

$90most kept, CGDV

CGDV$123 − $33 = $90

DVGR$86 − $65 = $21

KeptFee

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