MVFD vs CGDV

AMVFD

BCGDV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.8%MVFD and CGDV

MVFD

CGDV

Monarch Volume Factor Dividend Tree ETF · $142MCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

1.10%Expense ratio$110 · $33 on $10k · lower wins0.33%

1.32%12-mo yield$132 · $127 on $10k1.27%

−9.1%Worst dropSmaller wins−9.7%

15.1%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVFD · CGDV

2.2%UNH0.8%

Held in common0.8%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M
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

MVFD vs CGDV

MVFD

Monarch Volume Factor Dividend Tree

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureMVFDCGDV

Fee1.10%0.33%

Cost on $10k a year$110$33

Yield1.32%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y15.1%13.4%

2–1measures won
CGDV first

0.8%

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: MVFD, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

MVFDCGDVVIG

MVFD—0.8%4.9%

CGDV0.8%—29.4%

VIG4.9%29.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

MVFD$132 − $110 = $22

KeptFee

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