JDIV vs CGDV

AJDIV

BCGDV

Measures won3–1JDIV wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.69%JDIV · $169 on $10k

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

Held in common22.4%JDIV and CGDV

JDIV

CGDV

JPMorgan Dividend Leaders ETF · $12MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $33 on $10k · lower wins0.33%

1.69%12-mo yield$169 · $124 on $10k1.24%

−9.3%Worst dropSmaller wins−9.7%

13.3%VolatilityLower wins13.5%

3–1JDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJDIV · CGDV

7.4%MSFT6.9%

2.4%NVDA5.9%

1.9%ABBV1.9%

1.9%AVGO4.0%

Held in common22.4%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AJDIV	JPMorgan Dividend Leaders ETFRead Desk	0.47%	1.69%	+2.4%	+6.7%	+8.3%	new	new	−9.3%	$12M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AJDIV	JPMorgan Dividend Leaders ETFRead Desk	0.47%	1.69%	+2.4%	+6.7%	+8.3%	new	new	−9.3%	$12M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JDIV vs CGDV

JDIV

JPMorgan Dividend Leaders

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJDIVCGDV

Fee0.47%0.33%

Cost on $10k a year$47$33

Yield1.69%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y13.3%13.5%

3–1measures won
JDIV first

22.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JDIV, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

JDIVCGDVVIG

JDIV—22.4%25.8%

CGDV22.4%—29.4%

VIG25.8%29.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

JDIV$169 − $47 = $122

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee