RNTY vs CGDV

ARNTY

BCGDV

Measures won3–1RNTY wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.48%RNTY · $1,248 on $10k

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

Held in common0.9%RNTY and CGDV

RNTY

CGDV

YieldMax Target 12 Real Estate Option Income ETF · $5MCapital Group Dividend Value ETF · $39.5B

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

[…]5 years · per year[…]

0.99%Expense ratio$99 · $33 on $10k · lower wins0.33%

12.48%12-mo yield$1,248 · $127 on $10k1.27%

−7.9%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins13.4%

3–1RNTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRNTY · CGDV

6.2%PLD0.9%

Held in common0.9%

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	ARNTY	YieldMax Target 12 Real Estate Option Income ETFRead Desk	0.99%	12.48%	−1.3%	+7.8%	+9.2%	new	new	−7.9%	$5M
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	ARNTY	YieldMax Target 12 Real Estate Option Income ETFRead Desk	0.99%	12.48%	−1.3%	+7.8%	+9.2%	new	new	−7.9%	$5M
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

RNTY vs CGDV

RNTY

YieldMax Target 12 Real Estate Option Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureRNTYCGDV

Fee0.99%0.33%

Cost on $10k a year$99$33

Yield12.48%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y11.3%13.4%

3–1measures won
RNTY first

0.9%

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: RNTY, CGDV, VIG

Today

29.5%most shared, CGDV and VIG

RNTYCGDVVIG

RNTY—0.9%0.1%

CGDV0.9%—29.5%

VIG0.1%29.5%—

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

Income After Fees on $10,000

$1,149most kept, RNTY

RNTY$1,248 − $99 = $1,149

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

KeptFee

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