GIAX vs CGDV · Compare Desk

ACGDV

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.25%VYM · $225 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common23.1%CGDV and VYM

CGDV vs VYM

CGDV

VYM

Capital Group Dividend Value ETF · $38.8BVanguard High Dividend Yield ETF · $78.9B

+26.0%3 years · per year$19,988 · $17,952+21.5%

[…]5 years · per year[…] · $17,305+11.6%

0.33%Expense ratio$33 · $4 on $10k · lower wins0.04%

1.23%12-mo yield$123 · $225 on $10k2.25%

−9.7%Worst dropSmaller wins−6.7%

12.6%VolatilityLower wins10.0%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · VYM

4.3%AVGO6.9%

2.1%JPM3.8%

1.9%ABBV2.0%

2.5%CSCO1.8%

Held in common23.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

CGDV vs VYM

CGDV

Capital Group Dividend Value

[…]

VYM

Vanguard High Dividend Yield

$17,305

MeasureCGDVVYM

Fee0.33%0.04%

Cost on $10k a year$33$4

Yield1.23%2.25%

5 years, per year[…]+11.6%

3 years, per year+26.0%+21.5%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y12.6%10.0%

4–1measures won
VYM first

23.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CGDV, VYM

Today

23.1%most shared, CGDV and VYM

CGDVVYM

CGDV—23.1%

VYM23.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee