MDIV vs CGDV5YMDIVMDIVAvsBCGDVCGDVMulti-Asset Diversified Income Index Fund · $417MCapital Group Dividend Value ETF · $38.7BReturns · dividends in+10.1%3 years · per year$13,350 · $18,895+23.6%+5.9%5 years · per year$13,295 · […][…]Cost and income0.83%Expense ratio$83 · $33 on $10k · lower wins0.33%7.57%12-mo yield$757 · $124 on $10k
Overlap: MDIV, CGDV, VIGToday29.3%most shared, CGDV and VIGMDIVCGDVVIGMDIV—0.7%0.8%CGDV0.7%—29.3%VIG0.8%29.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
MDIV vs CGDV5YAMDIVMulti-Asset Diversified Income Index Fund$13,295vsCGDVBCapital Group Dividend Value[…]MeasureMDIVCGDVFee0.83%0.33%Cost on $10k a year$83$33Yield7.57%1.24%5 years, per year+5.9%[…]3 years, per year+10.1%+23.6%Worst drop · 1Y−6.1%−9.7%Volatility · 1Y6.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2AMDIVMulti-Asset Diversified Income Index FundReadDesk0.83%7.57%−0.6%+8.1%+8.5%+10.1%+5.9%−6.1%$417M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2AMDIVMulti-Asset Diversified Income Index FundReadDesk0.83%7.57%−0.6%+8.1%+8.5%+10.1%+5.9%−6.1%$417M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: MDIV, CGDV, VIGToday29.3%most shared, CGDV and VIGMDIVCGDVVIGMDIV—0.7%0.8%CGDV0.7%—29.3%VIG0.8%29.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$674most kept, MDIVMDIV$757 − $83 = $674VIG$145 − $4 = $141CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee