INCE vs CGDV

AINCE

BCGDV

Measures won4–1INCE wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · INCE $16,227

Lowest cost0.04%VIG · $4 on $10k

Most income5.08%INCE · $508 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common13.1%INCE and CGDV

INCE

CGDV

Franklin Income Equity Focus ETF · $360MCapital Group Dividend Value ETF · $37.9B

+18.1%3 years · per year$16,465 · $18,840+23.5%

+10.2%5 years · per year$16,227 · […][…]

0.29%Expense ratio$29 · $33 on $10k · lower wins0.33%

5.08%12-mo yield$508 · $127 on $10k1.27%

−5.0%Worst dropSmaller wins−9.7%

8.3%VolatilityLower wins13.4%

4–1INCE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINCE · CGDV

1.8%JPM2.2%

1.7%PM1.7%

2.3%0Y6X.L1.5%

1.1%NEE1.1%

Held in common13.1%

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	AINCE	Franklin Income Equity Focus ETFRead Desk	0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$360M
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	AINCE	Franklin Income Equity Focus ETFRead Desk	0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$360M
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

INCE vs CGDV

INCE

Franklin Income Equity Focus

$16,227

CGDV

Capital Group Dividend Value

[…]

MeasureINCECGDV

Fee0.29%0.33%

Cost on $10k a year$29$33

Yield5.08%1.27%

5 years, per year+10.2%[…]

3 years, per year+18.1%+23.5%

Worst drop · 1Y−5.0%−9.7%

Volatility · 1Y8.3%13.4%

4–1measures won
INCE first

13.1%

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: INCE, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

INCECGDVVIG

INCE—13.1%19.3%

CGDV13.1%—29.4%

VIG19.3%29.4%—

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

Income After Fees on $10,000

$479most kept, INCE

INCE$508 − $29 = $479

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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