HDEF vs CGDV

AHDEF

BCGDV

Measures won4–1HDEF wins · of 6 · 5Y

$10,000 · 5Y$18,360HDEF · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.72%HDEF · $372 on $10k

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

Held in common2.7%HDEF and CGDV

HDEF

CGDV

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.4BCapital Group Dividend Value ETF · $37.9B

+20.2%3 years · per year$17,350 · $18,840+23.5%

+12.9%5 years · per year$18,360 · […][…]

0.09%Expense ratio$9 · $33 on $10k · lower wins0.33%

3.72%12-mo yield$372 · $127 on $10k1.27%

−8.1%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins13.4%

4–1HDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDEF · CGDV

2.9%BATS.L2.7%

Held in common2.7%

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	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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

HDEF vs CGDV

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,360

CGDV

Capital Group Dividend Value

[…]

MeasureHDEFCGDV

Fee0.09%0.33%

Cost on $10k a year$9$33

Yield3.72%1.27%

5 years, per year+12.9%[…]

3 years, per year+20.2%+23.5%

Worst drop · 1Y−8.1%−9.7%

Volatility · 1Y12.3%13.4%

4–1measures won
HDEF first

2.7%

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: HDEF, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

HDEFCGDVVIG

HDEF—2.7%0.0%

CGDV2.7%—29.4%

VIG0.0%29.4%—

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

Income After Fees on $10,000

$363most kept, HDEF

HDEF$372 − $9 = $363

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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