FVD vs CGDV

AFVD

BCGDV

Measures won3–2FVD wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FVD $13,865

Lowest cost0.04%VIG · $4 on $10k

Most income2.20%FVD · $220 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common7.0%FVD and CGDV

FVD

CGDV

First Trust Value Line Dividend Index Fund · $8.3BCapital Group Dividend Value ETF · $37.9B

+13.9%3 years · per year$14,781 · $18,840+23.5%

+6.8%5 years · per year$13,865 · […][…]

0.62%Expense ratio$62 · $33 on $10k · lower wins0.33%

2.20%12-mo yield$220 · $127 on $10k1.27%

−7.6%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.4%

3–2FVD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVD · CGDV

0.5%CMCSA3.2%

0.4%MCD1.0%

0.4%ABT1.0%

0.4%NEE1.1%

Held in common7.0%

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	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B
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	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B
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

FVD vs CGDV

FVD

First Trust Value Line Dividend Index Fund

$13,865

CGDV

Capital Group Dividend Value

[…]

MeasureFVDCGDV

Fee0.62%0.33%

Cost on $10k a year$62$33

Yield2.20%1.27%

5 years, per year+6.8%[…]

3 years, per year+13.9%+23.5%

Worst drop · 1Y−7.6%−9.7%

Volatility · 1Y10.8%13.4%

3–2measures won
FVD first

7.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FVD, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

FVDCGDVVIG

FVD—7.0%25.2%

CGDV7.0%—29.4%

VIG25.2%29.4%—

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

Income After Fees on $10,000

$158most kept, FVD

FVD$220 − $62 = $158

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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