MBOX vs CGDV

AMBOX

BCGDV

Measures won3–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$17,910MBOX · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.86%MBOX · $186 on $10k

Smallest drop−6.9%MBOX · worst fall in 1Y

Held in common9.7%MBOX and CGDV

MBOX

CGDV

Freedom Day Dividend ETF · $155MCapital Group Dividend Value ETF · $37.9B

+20.5%3 years · per year$17,484 · $18,840+23.5%

+12.4%5 years · per year$17,910 · […][…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

1.86%12-mo yield$186 · $127 on $10k1.27%

−6.9%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins13.4%

3–2MBOX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBOX · CGDV

2.9%JPM2.2%

1.9%AVGO4.0%

2.4%PM1.7%

2.8%AMGN1.2%

Held in common9.7%

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	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$155M
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	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$155M
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

MBOX vs CGDV

MBOX

Freedom Day Dividend

$17,910

CGDV

Capital Group Dividend Value

[…]

MeasureMBOXCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield1.86%1.27%

5 years, per year+12.4%[…]

3 years, per year+20.5%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.8%13.4%

3–2measures won
MBOX first

9.7%

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: MBOX, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

MBOXCGDVVIG

MBOX—9.7%16.8%

CGDV9.7%—29.4%

VIG16.8%29.4%—

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

Income After Fees on $10,000

$147most kept, MBOX

MBOX$186 − $39 = $147

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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