QLDY vs CGDV

AQLDY

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income50.16%QLDY · $5,016 on $10k

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

Held in common[…]QLDY and CGDV

QLDY

CGDV

Defiance Nasdaq 100 LightningSpread Income ETF · $55MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $33 on $10k · lower wins0.33%

50.16%12-mo yield$5,016 · $127 on $10k1.27%

−16.5%Worst dropSmaller wins−9.7%

23.2%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLDY · CGDV

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

Held in common[…]

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AQLDY	Defiance Nasdaq 100 LightningSpread Income ETFRead Desk	1.04%	50.16%	−6.4%	+2.8%	+1.7%	new	new	−16.5%	$55M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AQLDY	Defiance Nasdaq 100 LightningSpread Income ETFRead Desk	1.04%	50.16%	−6.4%	+2.8%	+1.7%	new	new	−16.5%	$55M
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

QLDY vs CGDV

QLDY

Defiance Nasdaq 100 LightningSpread Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureQLDYCGDV

Fee1.04%0.33%

Cost on $10k a year$104$33

Yield50.16%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−16.5%−9.7%

Volatility · 1Y23.2%13.4%

3–1measures won
CGDV first

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: QLDY, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

QLDYCGDVVIG

QLDY—[…][…]

CGDV[…]—29.5%

VIG[…]29.5%—

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

Income After Fees on $10,000

$4,912most kept, QLDY

QLDY$5,016 − $104 = $4,912

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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