STXD vs CGDV

ASTXD

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common24.5%STXD and CGDV

STXD

CGDV

Strive 1000 Dividend Growth ETF · $68MCapital Group Dividend Value ETF · $37.9B

+16.6%3 years · per year$15,845 · $18,840+23.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

1.09%12-mo yield$109 · $127 on $10k1.27%

−9.1%Worst dropSmaller wins−9.7%

12.8%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXD · CGDV

5.6%MSFT7.0%

4.2%AVGO4.0%

5.0%JPM2.2%

1.9%RTX3.2%

Held in common24.5%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASTXD	Strive 1000 Dividend Growth ETFRead Desk	0.35%	1.09%	−0.3%	+7.9%	+9.3%	+16.6%	new	−9.1%	$68M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASTXD	Strive 1000 Dividend Growth ETFRead Desk	0.35%	1.09%	−0.3%	+7.9%	+9.3%	+16.6%	new	−9.1%	$68M
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

STXD vs CGDV

STXD

Strive 1000 Dividend Growth

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureSTXDCGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield1.09%1.27%

5 years, per year[…][…]

3 years, per year+16.6%+23.5%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.8%13.4%

3–2measures won
CGDV first

24.5%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: STXD, CGDV, VIG

Today

48.7%most shared, STXD and VIG

STXDCGDVVIG

STXD—24.5%48.7%

CGDV24.5%—29.4%

VIG48.7%29.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

STXD$109 − $35 = $74

KeptFee

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