SRET vs CGDV5YSRETSRETAvsBCGDVCGDVGlobal X - SuperDividend REIT ETF · $202MCapital Group Dividend Value ETF · $38.7BReturns · dividends in+9.4%3 years · per year$13,085 · $18,895+23.6%+0.0%5 years · per year$10,000 · […][…]Cost and income0.58%Expense ratio$58 · $33 on $10k · lower wins0.33%9.86%12-mo yield$986 · $124 on $10k
Overlap: SRET, CGDV, VIGToday29.3%most shared, CGDV and VIGSRETCGDVVIGSRET—0.0%0.0%CGDV0.0%—29.3%VIG0.0%29.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SRET vs CGDV5YASRETGlobal X - SuperDividend REIT$10,000vsCGDVBCapital Group Dividend Value[…]MeasureSRETCGDVFee0.58%0.33%Cost on $10k a year$58$33Yield9.86%1.24%5 years, per year+0.0%[…]3 years, per year+9.4%+23.6%Worst drop · 1Y−15.5%−9.7%Volatility · 1Y13.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2ASRETGlobal X - SuperDividend REIT ETFReadDesk0.58%9.86%−1.6%−2.5%−1.8%+9.4%0.0%−15.5%$202M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2ASRETGlobal X - SuperDividend REIT ETFReadDesk0.58%9.86%−1.6%−2.5%−1.8%+9.4%0.0%−15.5%$202M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: SRET, CGDV, VIGToday29.3%most shared, CGDV and VIGSRETCGDVVIGSRET—0.0%0.0%CGDV0.0%—29.3%VIG0.0%29.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$928most kept, SRETSRET$986 − $58 = $928VIG$145 − $4 = $141CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee