NUDG vs CGDV5YNUDGNUDGAvsBCGDVCGDVNuveen Dividend Growth Fund ETF · $6.1BCapital Group Dividend Value ETF · $38.7BReturns · dividends in[…]3 years · per year[…] · $18,895+23.6%[…]5 years · per year[…]Cost and income0.61%Expense ratio$61 · $33 on $10k · lower wins0.33%0.48%12-mo yield$48 · $124 on $10k1.24%Risk · 1 year
$10,000 in NUDG, CGDV, VIG5Y$10k startVIG $16.6kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: NUDG, CGDV, VIGToday38.1%most shared, NUDG and VIGNUDGCGDVVIGNUDG—32.0%38.1%CGDV32.0%—29.3%VIG38.1%29.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
NUDG vs CGDV5YANUDGNuveen Dividend Growth Fund[…]vsCGDVBCapital Group Dividend Value[…]MeasureNUDGCGDVFee0.61%0.33%Cost on $10k a year$61$33Yield0.48%1.24%5 years, per year[…][…]3 years, per year[…]+23.6%Worst drop · 1Y[…]−9.7%Volatility · 1Y[…]13.5%
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%$109.1B2ANUDGNuveen Dividend Growth Fund ETFReadDesk0.61%0.48%+0.6%newnewnewnew[…]$6.1B3BCGDVCapital 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%$109.1B2ANUDGNuveen Dividend Growth Fund ETFReadDesk0.61%0.48%+0.6%newnewnewnew[…]$6.1B3BCGDVCapital 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: NUDG, CGDV, VIGToday38.1%most shared, NUDG and VIGNUDGCGDVVIGNUDG—32.0%38.1%CGDV32.0%—29.3%VIG38.1%29.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$141most kept, VIGVIG$145 − $4 = $141CGDV$124 − $33 = $91NUDG$48 − $61 = −$13KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee