FDVV vs CGDV

AFDVV

BCGDV

Measures won4–1FDVV wins · of 6 · 5Y

$10,000 · 5Y$18,589FDVV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.79%FDVV · $279 on $10k

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

Held in common31.7%FDVV and CGDV

FDVV

CGDV

Fidelity High Dividend ETF · $10.4BCapital Group Dividend Value ETF · $39.5B

+21.1%3 years · per year$17,767 · $18,840+23.5%

+13.2%5 years · per year$18,589 · […][…]

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

2.79%12-mo yield$279 · $127 on $10k1.27%

−9.3%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins13.4%

4–1FDVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDVV · CGDV

5.8%MSFT7.0%

6.1%NVDA5.7%

2.4%AVGO4.0%

2.7%JPM2.2%

Held in common31.7%

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	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
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%	$39.5B

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	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
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%	$39.5B

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

FDVV vs CGDV

FDVV

Fidelity High Dividend ETF

$18,589

CGDV

Capital Group Dividend Value

[…]

MeasureFDVVCGDV

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield2.79%1.27%

5 years, per year+13.2%[…]

3 years, per year+21.1%+23.5%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y11.5%13.4%

4–1measures won
FDVV first

31.7%

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FDVV, CGDV, VIG

Today

31.7%most shared, FDVV and CGDV

FDVVCGDVVIG

FDVV—31.7%31.6%

CGDV31.7%—29.4%

VIG31.6%29.4%—

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

Income After Fees on $10,000

$264most kept, FDVV

FDVV$279 − $15 = $264

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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