TDVG vs CGDV

ATDVG

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · TDVG $15,687

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.2%TDVG · worst fall in 1Y

Held in common30.5%TDVG and CGDV

TDVG

CGDV

T. Rowe Price Dividend Growth ETF · $1.4BCapital Group Dividend Value ETF · $39.5B

+17.9%3 years · per year$16,384 · $19,064+24.0%

+9.4%5 years · per year$15,687 · […][…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

0.98%12-mo yield$98 · $127 on $10k1.27%

−7.2%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDVG · CGDV

5.6%MSFT7.0%

3.0%AVGO4.3%

3.2%JPM2.2%

2.0%GE3.1%

Held in common30.5%

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	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk	0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B
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	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk	0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B
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

TDVG vs CGDV

TDVG

T. Rowe Price Dividend Growth

$15,687

CGDV

Capital Group Dividend Value

[…]

MeasureTDVGCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.98%1.27%

5 years, per year+9.4%[…]

3 years, per year+17.9%+24.0%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y10.3%13.4%

3–2measures won
CGDV first

30.5%

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: TDVG, CGDV, VIG

Today

52.7%most shared, TDVG and VIG

TDVGCGDVVIG

TDVG—30.5%52.7%

CGDV30.5%—29.5%

VIG52.7%29.5%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

TDVG$98 − $50 = $48

KeptFee

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