FDV vs CGDV

AFDV

BCGDV

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.84%FDV · $284 on $10k

Smallest drop−7.4%FDV · worst fall in 1Y

Held in common12.7%FDV and CGDV

FDV

CGDV

Federated Hermes U.S. Strategic Dividend ETF · $1.1BCapital Group Dividend Value ETF · $39.0B

+20.3%3 years · per year$17,400 · $19,064+24.0%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $33 on $10k · lower wins0.33%

2.84%12-mo yield$284 · $127 on $10k1.27%

−7.4%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins13.4%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · CGDV

2.8%ABBV1.9%

2.4%PM1.7%

2.5%0Y6X.L1.4%

1.3%XOM1.2%

Held in common12.7%

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	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B
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	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B
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

FDV vs CGDV

FDV

Federated Hermes U.S. Strategic Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureFDVCGDV

Fee0.61%0.33%

Cost on $10k a year$61$33

Yield2.84%1.27%

5 years, per year[…][…]

3 years, per year+20.3%+24.0%

Worst drop · 1Y−7.4%−9.7%

Volatility · 1Y11.3%13.4%

3–2measures won
FDV first

12.7%

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: FDV, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

FDVCGDVVIG

FDV—12.7%10.3%

CGDV12.7%—29.5%

VIG10.3%29.5%—

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

Income After Fees on $10,000

$223most kept, FDV

FDV$284 − $61 = $223

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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