GEND vs CGDV

AGEND

BCGDV

Measures won3–1GEND wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.90%GEND · $290 on $10k

Smallest drop−6.3%GEND · worst fall in 1Y

Held in common11.6%GEND and CGDV

GEND

CGDV

Genter Capital Dividend Income ETF · $7MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

2.90%12-mo yield$290 · $127 on $10k1.27%

−6.3%Worst dropSmaller wins−9.7%

11.1%VolatilityLower wins13.4%

3–1GEND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGEND · CGDV

3.2%CMCSA3.2%

3.7%JPM2.2%

3.0%ABBV1.9%

1.6%CSCO2.4%

Held in common11.6%

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	AGEND	Genter Capital Dividend Income ETFRead Desk	0.38%	2.90%	−1.3%	+19.9%	+24.4%	new	new	−6.3%	$7M
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	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	AGEND	Genter Capital Dividend Income ETFRead Desk	0.38%	2.90%	−1.3%	+19.9%	+24.4%	new	new	−6.3%	$7M
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

GEND vs CGDV

GEND

Genter Capital Dividend Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureGENDCGDV

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield2.90%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−6.3%−9.7%

Volatility · 1Y11.1%13.4%

3–1measures won
GEND first

11.6%

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: GEND, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

GENDCGDVVIG

GEND—11.6%17.2%

CGDV11.6%—29.4%

VIG17.2%29.4%—

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

Income After Fees on $10,000

$252most kept, GEND

GEND$290 − $38 = $252

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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