QLD vs CGDV

AQLD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,482QLD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common26.3%QLD and CGDV

QLD

CGDV

ProShares - Ultra QQQ · $11.1BCapital Group Dividend Value ETF · $39.5B

+37.1%3 years · per year$25,792 · $19,064+24.0%

+11.8%5 years · per year$17,482 · […][…]

0.96%Expense ratio$96 · $33 on $10k · lower wins0.33%

0.17%12-mo yield$17 · $127 on $10k1.27%

−28.3%Worst dropSmaller wins−9.7%

42.6%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLD · CGDV

5.5%NVDA6.1%

4.7%MSFT7.0%

3.3%AMZN2.5%

2.1%META3.8%

Held in common26.3%

End-of-day Nov 5, 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	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	−12.7%	+2.8%	+0.1%	+37.1%	+11.8%	−28.3%	$11.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	−12.7%	+2.8%	+0.1%	+37.1%	+11.8%	−28.3%	$11.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QLD vs CGDV

QLD

ProShares - Ultra QQQ

$17,482

CGDV

Capital Group Dividend Value

[…]

MeasureQLDCGDV

Fee0.96%0.33%

Cost on $10k a year$96$33

Yield0.17%1.27%

5 years, per year+11.8%[…]

3 years, per year+37.1%+24.0%

Worst drop · 1Y−28.3%−9.7%

Volatility · 1Y42.6%13.4%

4–1measures won
CGDV first

26.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QLD, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

QLDCGDVVIG

QLD—26.3%25.7%

CGDV26.3%—29.5%

VIG25.7%29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

QLD$17 − $96 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee