FTDS vs CGDV

AFTDS

BCGDV

Measures won3–2FTDS wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FTDS $14,480

Lowest cost0.04%VIG · $4 on $10k

Most income1.62%FTDS · $162 on $10k

Smallest drop−7.3%FTDS · worst fall in 1Y

Held in common3.0%FTDS and CGDV

FTDS

CGDV

First Trust Dividend Strength ETF · $39MCapital Group Dividend Value ETF · $37.9B

+19.5%3 years · per year$17,071 · $18,840+23.5%

+7.7%5 years · per year$14,480 · […][…]

0.81%Expense ratio$81 · $33 on $10k · lower wins0.33%

1.62%12-mo yield$162 · $127 on $10k1.27%

−7.3%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins13.4%

3–2FTDS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTDS · CGDV

2.0%UNP2.5%

2.0%GD1.0%

Held in common3.0%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.62%	−1.0%	+17.5%	+22.9%	+19.5%	+7.7%	−7.3%	$39M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.62%	−1.0%	+17.5%	+22.9%	+19.5%	+7.7%	−7.3%	$39M
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

FTDS vs CGDV

FTDS

First Trust Dividend Strength

$14,480

CGDV

Capital Group Dividend Value

[…]

MeasureFTDSCGDV

Fee0.81%0.33%

Cost on $10k a year$81$33

Yield1.62%1.27%

5 years, per year+7.7%[…]

3 years, per year+19.5%+23.5%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y12.4%13.4%

3–2measures won
FTDS first

3.0%

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: FTDS, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

FTDSCGDVVIG

FTDS—3.0%5.6%

CGDV3.0%—29.4%

VIG5.6%29.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

FTDS$162 − $81 = $81

KeptFee

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