VIG vs CGUI

AVIG

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]VIG and CGUI

Vanguard Dividend Appreciation ETF · $109BCapital Group Ultra Short Income ETF · $442M

+18.9%3 years · per year$16,806 · […][…]

+10.7%5 years · per year$16,596 · […][…]

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.45%12-mo yield$145 · $382 on $10k3.82%

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,596

CGUI

Capital Group Ultra Short Income

[…]

MeasureVIGCGUI

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.45%3.82%

5 years, per year+10.7%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%−0.2%

Volatility · 1Y11.0%0.9%

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M

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