FGD vs CGDV

AFGD

BCGDV

Measures won3–2FGD wins · of 6 · 5Y

$10,000 · 5Y$17,611FGD · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income5.66%FGD · $566 on $10k

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

Held in common2.5%FGD and CGDV

FGD

CGDV

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BCapital Group Dividend Value ETF · $37.8B

+25.0%3 years · per year$19,510 · $18,977+23.8%

+12.0%5 years · per year$17,611 · […][…]

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

5.66%12-mo yield$566 · $124 on $10k1.24%

−9.8%Worst dropSmaller wins−9.7%

13.0%VolatilityLower wins13.6%

3–2FGD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFGD · CGDV

0.9%BATS.L2.7%

1.2%MO0.8%

0.7%TRP.TO1.0%

Held in common2.5%

End-of-day Nov 9, 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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.66%	+2.0%	+16.1%	+22.8%	+25.0%	+12.0%	−9.8%	$1.6B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.5%	+12.4%	+16.3%	+23.8%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.66%	+2.0%	+16.1%	+22.8%	+25.0%	+12.0%	−9.8%	$1.6B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.5%	+12.4%	+16.3%	+23.8%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FGD vs CGDV

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,611

CGDV

Capital Group Dividend Value

[…]

MeasureFGDCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield5.66%1.24%

5 years, per year+12.0%[…]

3 years, per year+25.0%+23.8%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y13.0%13.6%

3–2measures won
FGD first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FGD, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

FGDCGDVVIG

FGD—2.5%0.0%

CGDV2.5%—29.4%

VIG0.0%29.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee