PBDC vs CGDV

APBDC

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income11.30%PBDC · $1,130 on $10k

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

Held in common0.0%PBDC and CGDV

PBDC

CGDV

Putnam BDC Income ETF · $282MCapital Group Dividend Value ETF · $39.5B

+5.7%3 years · per year$11,818 · $18,840+23.5%

[…]5 years · per year[…]

11.77%Expense ratio$1,177 · $33 on $10k · lower wins0.33%

11.30%12-mo yield$1,130 · $127 on $10k1.27%

−15.6%Worst dropSmaller wins−9.7%

19.5%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBDC · CGDV

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

Held in common0.0%

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	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.30%	−0.4%	−7.0%	−4.2%	+5.7%	new	−15.6%	$282M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.30%	−0.4%	−7.0%	−4.2%	+5.7%	new	−15.6%	$282M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

PBDC vs CGDV

PBDC

Putnam BDC Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePBDCCGDV

Fee11.77%0.33%

Cost on $10k a year$1,177$33

Yield11.30%1.27%

5 years, per year[…][…]

3 years, per year+5.7%+23.5%

Worst drop · 1Y−15.6%−9.7%

Volatility · 1Y19.5%13.4%

4–1measures won
CGDV first

0.0%

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%

$44.9BAssets$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: PBDC, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

PBDCCGDVVIG

PBDC—0.0%0.0%

CGDV0.0%—29.4%

VIG0.0%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

PBDC$1,130 − $1,177 = −$47

KeptFee

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