UDI vs CGDV

AUDI

BCGDV

Measures won3–2UDI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.62%UDI · $262 on $10k

Smallest drop−6.5%UDI · worst fall in 1Y

Held in common8.5%UDI and CGDV

UDI

CGDV

USCF Dividend Income ETF · $3MCapital Group Dividend Value ETF · $37.9B

+20.9%3 years · per year$17,656 · $18,840+23.5%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $33 on $10k · lower wins0.33%

2.62%12-mo yield$262 · $127 on $10k1.27%

−6.5%Worst dropSmaller wins−9.7%

10.2%VolatilityLower wins13.4%

3–2UDI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDI · CGDV

2.2%CSCO2.4%

3.6%ABBV1.9%

3.8%0Y6X.L1.5%

2.0%TRP.TO1.0%

Held in common8.5%

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	AUDI	USCF Dividend Income ETFRead Desk	0.65%	2.62%	−0.5%	+17.0%	+23.7%	+20.9%	new	−6.5%	$3M
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	AUDI	USCF Dividend Income ETFRead Desk	0.65%	2.62%	−0.5%	+17.0%	+23.7%	+20.9%	new	−6.5%	$3M
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

UDI vs CGDV

UDI

USCF Dividend Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureUDICGDV

Fee0.65%0.33%

Cost on $10k a year$65$33

Yield2.62%1.27%

5 years, per year[…][…]

3 years, per year+20.9%+23.5%

Worst drop · 1Y−6.5%−9.7%

Volatility · 1Y10.2%13.4%

3–2measures won
UDI first

8.5%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: UDI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

UDICGDVVIG

UDI—8.5%14.9%

CGDV8.5%—29.4%

VIG14.9%29.4%—

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

Income After Fees on $10,000

$197most kept, UDI

UDI$262 − $65 = $197

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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