RDIV vs CGDV

ARDIV

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$18,993RDIV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.45%RDIV · $345 on $10k

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

Held in common4.9%RDIV and CGDV

RDIV

CGDV

Invesco S&P Ultra Dividend Revenue ETF · $1.5BCapital Group Dividend Value ETF · $37.9B

+25.1%3 years · per year$19,584 · $18,840+23.5%

+13.7%5 years · per year$18,993 · […][…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

3.45%12-mo yield$345 · $127 on $10k1.27%

−10.7%Worst dropSmaller wins−9.7%

13.8%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRDIV · CGDV

5.3%CMCSA3.2%

4.0%IP1.7%

Held in common4.9%

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk	0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk	0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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

RDIV vs CGDV

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

CGDV

Capital Group Dividend Value

[…]

MeasureRDIVCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield3.45%1.27%

5 years, per year+13.7%[…]

3 years, per year+25.1%+23.5%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y13.8%13.4%

3–2measures won
CGDV first

4.9%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RDIV, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

RDIVCGDVVIG

RDIV—4.9%0.8%

CGDV4.9%—29.4%

VIG0.8%29.4%—

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

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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