FDRR vs CGDV

AFDRR

BCGDV

Measures won4–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,473FDRR · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.10%FDRR · $210 on $10k

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

Held in common41.8%FDRR and CGDV

FDRR

CGDV

Fidelity Dividend ETF for Rising Rates · $762MCapital Group Dividend Value ETF · $37.9B

+22.3%3 years · per year$18,309 · $18,840+23.5%

+11.8%5 years · per year$17,473 · […][…]

0.15%Expense ratio$15 · $33 on $10k · lower wins0.33%

2.10%12-mo yield$210 · $127 on $10k1.27%

−8.5%Worst dropSmaller wins−9.7%

12.1%VolatilityLower wins13.4%

4–1FDRR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRR · CGDV

7.1%MSFT7.0%

7.5%NVDA5.7%

2.9%AVGO4.0%

2.4%LLY2.1%

Held in common41.8%

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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

FDRR vs CGDV

FDRR

Fidelity Dividend ETF for Rising Rates

$17,473

CGDV

Capital Group Dividend Value

[…]

MeasureFDRRCGDV

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield2.10%1.27%

5 years, per year+11.8%[…]

3 years, per year+22.3%+23.5%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.1%13.4%

4–1measures won
FDRR first

41.8%

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: FDRR, CGDV, VIG

Today

41.8%most shared, FDRR and CGDV

FDRRCGDVVIG

FDRR—41.8%39.0%

CGDV41.8%—29.4%

VIG39.0%29.4%—

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

Income After Fees on $10,000

$195most kept, FDRR

FDRR$210 − $15 = $195

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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