MSTI vs CGDV

AMSTI

BCGDV

Measures won3–2MSTI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income5.38%MSTI · $538 on $10k

Smallest drop−1.7%MSTI · worst fall in 1Y

Held in common0.0%MSTI and CGDV

MSTI

CGDV

Madison Short Term Strategic Income ETF · $47MCapital Group Dividend Value ETF · $37.8B

+5.6%3 years · per year$11,763 · $18,934+23.7%

[…]5 years · per year[…]

0.36%Expense ratio$36 · $33 on $10k · lower wins0.33%

5.38%12-mo yield$538 · $124 on $10k1.24%

−1.7%Worst dropSmaller wins−9.7%

2.2%VolatilityLower wins13.5%

3–2MSTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSTI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AMSTI	Madison Short Term Strategic Income ETFRead Desk	0.36%	5.38%	0.0%	+1.4%	+2.3%	+5.6%	new	−1.7%	$47M
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	AMSTI	Madison Short Term Strategic Income ETFRead Desk	0.36%	5.38%	0.0%	+1.4%	+2.3%	+5.6%	new	−1.7%	$47M
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

MSTI vs CGDV

MSTI

Madison Short Term Strategic Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureMSTICGDV

Fee0.36%0.33%

Cost on $10k a year$36$33

Yield5.38%1.24%

5 years, per year[…][…]

3 years, per year+5.6%+23.7%

Worst drop · 1Y−1.7%−9.7%

Volatility · 1Y2.2%13.5%

3–2measures won
MSTI first

0.0%

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: MSTI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

MSTICGDVVIG

MSTI—0.0%0.0%

CGDV0.0%—29.4%

VIG0.0%29.4%—

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

Income After Fees on $10,000

$502most kept, MSTI

MSTI$538 − $36 = $502

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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