FDIV vs CGDV

AFDIV

BCGDV

Measures won3–2FDIV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.40%FDIV · $240 on $10k

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

Held in common6.4%FDIV and CGDV

FDIV

CGDV

MarketDesk Focused U.S. Dividend ETF · $60MCapital Group Dividend Value ETF · $39.0B

+9.0%3 years · per year$12,953 · $19,064+24.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

2.40%12-mo yield$240 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins13.4%

3–2FDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIV · CGDV

2.0%JPM2.2%

2.0%MDLZ1.0%

1.0%CARR2.4%

1.0%PM1.7%

Held in common6.4%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.40%	−2.6%	+4.9%	+9.8%	+9.0%	new	−9.6%	$60M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.40%	−2.6%	+4.9%	+9.8%	+9.0%	new	−9.6%	$60M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Cards for this view

FDIV vs CGDV

FDIV

MarketDesk Focused U.S. Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureFDIVCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield2.40%1.27%

5 years, per year[…][…]

3 years, per year+9.0%+24.0%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y12.9%13.4%

3–2measures won
FDIV first

6.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDIV, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

FDIVCGDVVIG

FDIV—6.4%12.5%

CGDV6.4%—29.5%

VIG12.5%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, FDIV

FDIV$240 − $35 = $205

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee